VANBARTON GROUP LLC

other names
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Adviser Profile
As of Date 03/29/2024
Adviser Type - Large advisory firm
Number of Employees 24 -29.41%
of those in investment advisory functions 17 -26.09%
Registration SEC, Approved, 2/25/2002
AUM* 1,985,003,516 -16.17%
of that, discretionary 1,985,003,516 -16.17%
Private Fund GAV* 3,462,651,296 -14.70%
Avg Account Size 397,000,703 0.60%
SMA’s No
Private Funds 5
Contact Info 212 xxxxxxx
Websites

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Recent News

Reported AUM

Discretionary
Non-discretionary
3B 2B 2B 2B 1B 825M 413M
2015 2016 2017 2018 2019 2020 2021 2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeReal Estate Fund Count5 GAV$3,462,651,296

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Brochure Summary

Overview

Vanbarton Group LLC (the "Advisor" or “Vanbarton”), is an SEC-registered investment adviser with its principal place of business located in New York City. The Advisor began conducting business in 1992 and has been an SEC-registered investment advisor since 2002. Listed below are the firm's Managing Partners (i.e., those individuals and/or entities controlling 25% or more of the company). 1. Gary M. Tischler 2. Richard A.C. Coles The Advisor offers advisory services to its clients solely with respect to real estate investments. The firm provides investment management and asset analysis relating to the direct ownership of real estate, real estate joint ventures,
real estate preferred equity, real estate debt instruments and real estate loan origination. The Advisor manages its advisory accounts on a discretionary basis. The written investment advisory agreement between the Advisor and each of its clients will delineate the parameters for investment for a particular client. Clients may impose restrictions on the types, strategy or size of investments or any other matter. Vanbarton does not participate in wrap fee Programs. As of 12/31/2023, the Advisor was actively managing approximately $ 1,985,003,516.06 of client assets on a discretionary basis which includes undrawn commitments and allocations.