Federal Data Hub › SEC Form ADV · JSON · SEC IAPD ↗

E.S. BARR & COMPANY

dba E. S. BARR & COMPANY · CRD 107447 · Registered Investment Adviser

Custody via related personManages private funds

E.S. BARR & COMPANY is a Registered Investment Adviser headquartered in LEXINGTON, KY. The firm reports $2,220,368,166 in regulatory assets under management across 886 accounts, and manages 1 private fund(s). It reports no Form ADV Item 11 disciplinary disclosures.

Regulatory assets under management

Discretionary$2,220,368,166
Non-discretionary$0
Total RAUM$2,220,368,166
Accounts886

Disciplinary history (Form ADV Item 11)

This adviser reports no Form ADV Item 11 disciplinary events.

About this data

Form ADV is the uniform registration form every investment adviser files with the U.S. Securities and Exchange Commission (and state regulators). Part 1A captures the firm's identity, assets under management, client base, custody arrangements, and disciplinary disclosures. This page mirrors the SEC's monthly firm-roster export with citations to the Investment Adviser Public Disclosure (IAPD) system, where the full brochure (Part 2) and disciplinary detail are available.

References

  1. U.S. Securities and Exchange Commission. Investment Adviser Public Disclosure — CRD 107447. adviserinfo.sec.gov/firm/summary/107447.
  2. SEC Form ADV firm roster (FOIA monthly export). sec.gov Form ADV data.

License: CC0 1.0 Universal. Corrections: corrections @ ai-analytics.org.