Barington Capital Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Barington Capital Management provides discretionary investment supervisory and portfolio management services to individuals (including high‑net‑worth clients), trusts, pension and profit‑sharing plans, and business entities. The firm prepares an Investment Policy Statement for each client and implements ongoing portfolio monitoring, asset allocation, and security selection across individual equities and debt, mutual funds, ETFs, REITs, UITs, and annuities.
The firm’s investment approach emphasizes long‑term holding strategies informed by charting, fundamental, and technical analysis, while retaining the flexibility to use arbitrage or other short‑term trading in select situations. It typically requests limited discretionary authority, conducts reviews more frequently than quarterly, and employs block trading when appropriate; clients receive monthly custodian statements and quarterly reports from the adviser.
Barington Capital manages roughly $47 million for about 29 clients, resulting in a relatively high AUM‑per‑client and a small client roster that supports individualized, IPS‑driven service. The firm directs clients to Charles Schwab as custodian, receives research and service discounts through that relationship, typically accepts proxy‑voting authority, maintains a formal Code of Ethics, and does not accept third‑party compensation for selling investment products.
Client services
Expertise
Fee options
$0 - $250,000: 1.25% $250,000 - $2,000,000: 0.95% $2,000,000 - $3,000,000: 0.75% $3,000,000 - $5,000,000: 0.60% $5,000,000+: 0.50%
Account minimum: $250,000 (may be waived)
Main office
926 Willard Dr., Suite 222
Green Bay WI 54304
Advisors at this office
1
Most active in
Minnesota · Wisconsin
Also doing business as
Barington Capital Management · Barington Capital Management, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)