Old Barn Capital LLC

RIASEC RegisteredEst. 2025
Total AUM
$137M
Discretionary
$137M
100% of AUM
Avg account
$137M
Accounts
1
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
338745
Registered since
December 8, 2025
Custodians
GPP GROUP
Fee structure
Performance Based Fees
Client types
  • Other100%
Services
Portfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Old Barn Capital LLC is an SEC-registered investment adviser organized as a limited liability company and structured to provide portfolio management services for businesses and institutions. The firm charges performance-based fees and operates as a discretionary manager, with a stated focus on managing institutional or single-account mandates rather than retail relationships. Filings indicate Old Barn Capital is not an active ESG investor, does not operate as a capital allocator, and does not provide pension consulting or have related-adviser affiliations. The combination of a performance-fee structure and institutional mandate suggests the firm runs concentrated, fee-for-performance strategies rather than broad retail wealth management.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Cash & Cash Equivalents 100%100%
  • Cash & Cash Equivalents100%

Contacts

1 of 1
  • Timothy Hanks

    Senior Sales TraderCRD 5161487

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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Location

, null

Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth