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Barlow Partners Inc (New York)


Barlow Partners Inc is a mid-sized advisory firm based in New York. It manages $67.7 million of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2001.

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Barlow Partners provides portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Barlow Partners: assets under management

The assets under management (AUM) of Barlow Partners Inc is $67.7 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -76% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $67.7 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $22.57 million each.
Barlow Partners has custody of $67.7 million in cash and securities for 3 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Barlow Partners Inc for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 9 indirect owners.

Name Entity Date acquired Ownership Employer ID
The George Hambrecht Gift Trust No. 1 Shareholder 1 Jan 2001 Other xxx-xx-xxxx
Douglas M Fleming Trustee 1 Jan 2001 Other 1918906
Trevor Hallstein Trustee Hambrecht Gift Trust No. 1 Trust 1 Jan 2001 Other 36-7373750
Trevor Hallstein Trustee 1 Nov 2004 Other 2905752
Trevor Hallstein Trustee 1 Dec 2005 Other 2905752
Trevor Hallstein Trustee 1 Apr 2007 Other 2905752
Trevor Hallstein Trustee 1 Apr 2008 Other 2905752
Andrea H Fahnestock Trustee 1 Aug 2009 Other 5766399
Andrea H Fahnestock Trustee 1 Jul 2010 Other 5766399

Based in New York

The principal office where Barlow Partners Inc performs its advisory services is located at 825 Third Avenue, New York, NY 10022, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 212-355-3449 or by fax 212-355-3593. The normal business hours are 9:00 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at barlowpartners.com.


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