VANBARTON GROUP LLC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $2.28B |
| Discretionary | $2.28B100% of AUM |
| Client Accounts | 9 |
| Avg Account Size | $253.4M |
| Employees | 28 |
| Peak AUM | $2.89BMar 2020 |
| AUM CAGR | +3.7% /yrover 24 yrs · 38 filings |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $2.3B | +2.0% | 1.2% | 0.2% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $2.28B |
| Discretionary | $2.28B |
| Employees | 28 |
| Client Accounts | 9 |
| Client Range | 0 |
Contact & Location
Address
292 MADISON AVENUE
NEW YORK NY 10017-6318
Phone
212-293-8800
Filing History
38 ADV Part 1 submissions
Fee Structure
% of AUMPerformance Fees
Advisory Services
Portfolio Mgmt (Institutional)
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$2.3B
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
Pooled Vehicles
Pension Plans
Corporations
Government
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
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