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Family Office / MFO SEC Form ADV 7.B Roadshow Hub: W. Conshohocken, PA HQ: W. Conshohocken, PA

Barton Investment Management

$1.0B Total AUM · Institutional LP profile covering 16 historical fund disclosure records ($79.8M parsed USD across disclosed rows) across disclosed strategy exposure in Buyout, Private Credit, Direct Lending, Venture Capital, Secondaries (investment geography mandates are evaluated separately from LP headquarters). 5 complete primary source trails are open below without registration.

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Disclosed Records
16
5 Open Source Trails Below
Sum of Disclosed Rows
$79.8M
Total AUM: $1.0B
Median Disclosed Amount
$5.0M
Range: $2.5M – $7.5M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/16)
2 Gatekeepers · 5 Disclosed Strategies
SEC Form ADV Section 7.B Disclosure Note: Form ADV Schedule D Section 7.B.(1) lists private funds advised or managed by the registered investment adviser (reporting gross asset value) rather than necessarily direct proprietary balance-sheet LP commitments, and Form ADV does not disclose fund-level Net IRR, TVPI, or DPI.

Historical Fund Disclosures — Barton Investment Management

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 16 total tracked records (+11 gated pilot rows). Click Inspect Source on any row to view field-level substantiation, table headers/units, and archived page excerpts without login.

Disclosed Fund / Vehicle Strategy Fund Vintage Advised Vehicle GAV Disclosed Performance Primary Source Trail
Bridgepoint Europe VII, L.P.Adviser 7.B Vehicle Buyout 2025
$5.4M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Strategic Partners Fund X, L.P.Adviser 7.B Vehicle Secondaries 2025
$5.4M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Madison Dearborn Capital Partners IX, L.P.Adviser 7.B Vehicle Buyout 2025
$5.0M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Knox Lane Partners Fund IIAdviser 7.B Vehicle Buyout 2024
$7.5M
Adviser-managed fund GAV · As of March 2026
 Adviser 7.B Vehicle Disclosed · Multiples Not Disclosed on Schedule Inspect Source · SEC Form ADV 7.B
Ares Senior Direct Lending Fund IIIAdviser 7.B Vehicle Private Credit 2024
$3.5M
Adviser-managed fund GAV · As of March 2026
 Adviser 7.B Vehicle Disclosed · Multiples Not Disclosed on Schedule Inspect Source · SEC Form ADV 7.B

Forward-Looking Searches, Pacing Plans & Governance Updates — Barton Investment Management

Tracked separately from historical commitments: active RFPs/searches, board pacing plans, leadership/CIO updates, and retained gatekeeper consultants.

Allocation-Policy / Pacing Update

Barton Investment Management (Family Office / MFO, $1.0B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 16.0% vs. 14.2% Actual; $17.7M Unallocated Target Bandwidth). SEC Form ADV (801-66964, CRD #141084) verified $0.98B discretionary AUM (Item 5.G.(12) External Private Manager Selection); active 2026 allocations across Fund I-IV Buyout, Growth/VC & Private Credit ($2M-$10M checks). Gatekeeper / Intake Conduit: Internal Investment Office.

Forward-looking board pacing or target-allocation policy update · Recorded 2025-05-08

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Pacing & Allocation Policy Pilot Gated

Board-Approved Pacing Plans, Active RFPs & Target-vs-Actual Allocation Gap

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Gatekeeper Consultants (2) Pilot Gated

Retained Private Markets Advisors & Emerging-Manager Search Conduits

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Investment Team Contacts (4) Pilot Gated

CIO, Private Markets Officers & Official Pitch Intake Guidance

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Shared-Fund Co-Investor Overlap & Potential Introduction Paths — Barton Investment Management

799 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Barton Investment Management (15 shared vehicles tracked; showing top 3 bilateral overlaps).

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1. Shared Fund Exposure: Documented for both LPs
2. LPAC Seat Overlap: Not disclosed in filings
3. Personal Relationship: Unknown (customer-supplied)
4. Intro Willingness: Unconfirmed potential path
#1 Shared-Fund Peer 6 Shared Vehicles

BCIPE22-BC (BCI 2022 Direct & Co-Invest Private Equity)

Public Pension Plan Canada
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Strategic Partners Fund X (2025 Vintage)
Barton Investment Management: $5.4M · SEC Form ADV 7.B
BCIPE22-BC (BCI 2022 Direct & Co-Invest Private Equity): $2.2M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Crescent Direct Lending Fund IV, L.P. (2025 Vintage) · General Catalyst Group XII (2025 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 6 Shared Vehicles

BVPORT-FL (Brooksville Police Department Trust)

Public Pension Plan Florida
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Crescent Direct Lending Fund IV, L.P. (2025 Vintage)
Barton Investment Management: $5.0M · SEC Form ADV 7.B
BVPORT-FL (Brooksville Police Department Trust): $2.0M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Strategic Partners Fund X (2025 Vintage) · General Catalyst Group XII (2025 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 5 Shared Vehicles

BGRPSORS-FL (Belle Glade Retired Public Safety Plan)

Public Pension Plan Florida
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
General Catalyst Group XII (2025 Vintage)
Barton Investment Management: $4.8M · SEC Form ADV 7.B
BGRPSORS-FL (Belle Glade Retired Public Safety Plan): $1.9M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Strategic Partners Fund X (2025 Vintage) · Crescent Direct Lending Fund IV, L.P. (2025 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+796 Additional Institutional LPs Report Shared Vehicles with Barton Investment Management

Explore bilateral shared-fund paths in our Interactive Read-Only Demo or join the waitlist for full graph access.

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Pre-Launch Pilot Mode · Early-Access Waitlist

Request Pilot Access to Full Workspace Data for Barton Investment Management

You are viewing 5 open public preview records (out of 16 total tracked records for Barton Investment Management) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 16 tracked historical disclosure records (+11 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (799 connected LPs)
  • Separated active searches, RFPs, approved FY2026 pacing plans & CIO governance updates
  • Retained gatekeeper consultants (2), investment contacts (4) & CRM export

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Strategies Disclosed by Barton Investment Management

Buyout LPs →Private Credit LPs →Direct Lending LPs →Venture Capital LPs →Secondaries LPs →

Frequently Asked Questions: Barton Investment Management

What type of institutional allocator is Barton Investment Management and what is their typical disclosed ticket size?

Barton Investment Management is categorized under Family Office / MFO (Regional Roadshow Hub: W. Conshohocken, PA; Headquarters: W. Conshohocken, PA). Across 16 historical disclosure records tracked on Prilago ($79.8M total parsed USD across disclosed rows), the median disclosed amount is $5.0M (range: $2.5M to $7.5M).

Which private-market strategies appear in Barton Investment Management's public disclosures?

Barton Investment Management has disclosed records across Buyout, Private Credit, Direct Lending, Venture Capital, Secondaries. Open preview records include Bridgepoint Europe VII, L.P. (2025 Vintage), Strategic Partners Fund X, L.P. (2025 Vintage), Madison Dearborn Capital Partners IX, L.P. (2025 Vintage), Knox Lane Partners Fund II (2024 Vintage).

How are Barton Investment Management's historical records substantiated and separated from active searches on Prilago?

Records for Barton Investment Management cite primary public disclosures (SEC Form ADV 7.B), and visitors can inspect 5 open source trails on this profile without registration. Each source trail displays field-level substantiation status, distinguishing exact commitment schedules from carrying-value or fee tables. Forward-looking active searches, RFPs, pacing plans, and governance updates are separated from historical disclosures.

How can General Partners request pilot access to Barton Investment Management's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/barton-investment-management or test fund suitability in the interactive read-only demo at https://prilago.com/demo.

Which institutional LPs report shared underlying fund vehicles alongside Barton Investment Management?

In Prilago's bilateral commitment graph, Barton Investment Management shares resolved underlying fund vehicles with 799 institutional LPs across 15 shared vehicles (shared fund exposure represents a potential introduction path and does not prove LPAC seat overlap or personal acquaintance). Top shared-fund peers include BCIPE22-BC (BCI 2022 Direct & Co-Invest Private Equity) (6 shared vehicles, e.g. Strategic Partners Fund X (2025 Vintage)), BVPORT-FL (Brooksville Police Department Trust) (6 shared vehicles, e.g. Crescent Direct Lending Fund IV, L.P. (2025 Vintage)), BGRPSORS-FL (Belle Glade Retired Public Safety Plan) (5 shared vehicles, e.g. General Catalyst Group XII (2025 Vintage)).

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