Old Barn Capital LLC
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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Cash & Cash Equivalents100%
Contacts
1 of 1Timothy Hanks
Senior Sales TraderCRD 5161487
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
Norton Capital Management, Inc.
RIAHenrico, VA
ELE Advisory Services, Inc
RIASouthfield, MI
Aventus Investment Advisors, Inc.
RIANaples, FL
Re-Envision Wealth
RIANew York, NY
Vanweelden Wealth Management, LLC
RIAWest Chester, OH
WealthkarE.com, Inc.
RIAMount Union, PA