OCIO / Wealth RIA SEC Form ADV 7.B Roadshow Hub: San Francisco, CA HQ: San Francisco, CA

H. Barton Asset Management, LLC

Name: H. Barton Asset Management, LLC Historical Private Markets Disclosure Dataset (2026)
Creator: Prilago
License: https://prilago.com/terms

$2.1B Total AUM · Institutional LP profile covering 12 historical fund disclosure records ($1.28B parsed USD across disclosed rows) across disclosed strategy exposure in Buyout, Fund of Funds (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

5 Open Source Trails Below

Sum of Disclosed Rows

$1.28B

Total AUM: $2.1B

Median Disclosed Amount

$125.6M

Range: $2.0M – $245.1M

Disclosed Fund Multiples

IRR / TVPI Not Disclosed (0/12)

1 Gatekeepers · 2 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 — H. Barton Asset Management, LLC

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 12 total tracked records (+7 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
H. Barton Venture Select IV, LLCAdviser 7.B Vehicle	Fund of Funds	2024	$245.1M Adviser-managed fund GAV · As of March 2024	Adviser 7.B Vehicle Disclosed · Multiples Not Disclosed on Schedule	Inspect Source · SEC Form ADV 7.B
H. Barton Venture Select III, LLCAdviser 7.B Vehicle	Fund of Funds	2024	$217.9M Adviser-managed fund GAV · As of March 2024	Adviser 7.B Vehicle Disclosed · Multiples Not Disclosed on Schedule	Inspect Source · SEC Form ADV 7.B
H. Barton Venture Select II, LLCAdviser 7.B Vehicle	Fund of Funds	2024	$197.5M Adviser-managed fund GAV · As of March 2024	Adviser 7.B Vehicle Disclosed · Multiples Not Disclosed on Schedule	Inspect Source · SEC Form ADV 7.B
H. Barton CO-Invest II Fund, LLCAdviser 7.B Vehicle	Buyout	2024	$136.4M Adviser-managed fund GAV · As of March 2024	Adviser 7.B Vehicle Disclosed · Multiples Not Disclosed on Schedule	Inspect Source · SEC Form ADV 7.B
H. Barton Venture Select, LLCAdviser 7.B Vehicle	Fund of Funds	2024	$128.2M Adviser-managed fund GAV · As of March 2024	Adviser 7.B Vehicle Disclosed · Multiples Not Disclosed on Schedule	Inspect Source · SEC Form ADV 7.B

Forward-Looking Searches, Pacing Plans & Governance Updates — H. Barton Asset Management, LLC

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

Pacing & Allocation Policy Pilot Gated

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

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Gatekeeper Consultants (1) Pilot Gated

Retained Private Markets Advisors & Emerging-Manager Search Conduits

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Investment Team Contacts (2) Pilot Gated

CIO, Private Markets Officers & Official Pitch Intake Guidance

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Shared-Fund Co-Investor Overlap & Potential Introduction Paths — H. Barton Asset Management, LLC

1 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as H. Barton Asset Management, LLC (1 shared vehicles tracked; showing top 1 bilateral overlaps).

Explore Paths in Interactive Demo

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 1 Shared Vehicle

Neukom Family Foundation

Family Office / MFO Seattle, WA

Resolved Shared Vehicle Recent Fund Cycle (2020–2026)

H Barton Venture Select IV (2024 Vintage)

H. Barton Asset Management, LLC: $245.1M (Adviser-Managed GAV (Form ADV 7.B)) · SEC Form ADV 7.B

Neukom Family Foundation: $492K (Carrying Value (Form 990 / 990-PF)) · IRS Form 990 Sched D

Potential introduction path · LPAC unconfirmed View LP Profile →

Pre-Launch Pilot Mode · Early-Access Waitlist

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You are viewing 5 open public preview records (out of 12 total tracked records for H. Barton Asset Management, LLC) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

All 12 tracked historical disclosure records (+7 gated rows) & field-level provenance
Bilateral Shared-Fund Co-Investor Graph (1 connected LPs)
Separated active searches, RFPs, approved FY2026 pacing plans & CIO governance updates
Retained gatekeeper consultants (1), investment contacts (2) & CRM export

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Strategies Disclosed by H. Barton Asset Management, LLC

Buyout LPs →Fund of Funds LPs →

Frequently Asked Questions: H. Barton Asset Management, LLC

What type of institutional allocator is H. Barton Asset Management, LLC and what is their typical disclosed ticket size?

H. Barton Asset Management, LLC is categorized under OCIO / Wealth RIA (Regional Roadshow Hub: San Francisco, CA; Headquarters: San Francisco, CA). Across 12 historical disclosure records tracked on Prilago ($1.28B total parsed USD across disclosed rows), the median disclosed amount is $125.6M (range: $2.0M to $245.1M).

Which private-market strategies appear in H. Barton Asset Management, LLC's public disclosures?

H. Barton Asset Management, LLC has disclosed records across Buyout, Fund of Funds. Open preview records include H. Barton Venture Select IV, LLC (2024 Vintage), H. Barton Venture Select III, LLC (2024 Vintage), H. Barton Venture Select II, LLC (2024 Vintage), H. Barton CO-Invest II Fund, LLC (2024 Vintage).

How are H. Barton Asset Management, LLC's historical records substantiated and separated from active searches on Prilago?

Records for H. Barton Asset Management, LLC 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 H. Barton Asset Management, LLC's full commitment history and contacts?

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

Which institutional LPs report shared underlying fund vehicles alongside H. Barton Asset Management, LLC?

In Prilago's bilateral commitment graph, H. Barton Asset Management, LLC shares resolved underlying fund vehicles with 1 institutional LPs across 1 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 Neukom Family Foundation (1 shared vehicle, e.g. H Barton Venture Select IV (2024 Vintage)).

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