Barington Capital Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$47,000,000
Clients
29
62% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
29
HighAverage account size
$1,620,690
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
Financial planning
Portfolio management
Expertise
Annuities
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 location
Barington Capital Management, LLC
926 Willard Dr., Suite 222
Green Bay WI 54304, United States
Number of offices
1
Most active in
Barington Capital Management, LLC has reported serving >5 clients in these states in the last 12 months.
Minnesota · Wisconsin
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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