A complete list of active advisors currently associated with Barth Capital LLC

Warmer can help you find a great advisor at Barth Capital LLC or one who fits your needs even better.

Barth Capital provides discretionary investment management to high‑net‑worth individuals, trusts, and a range of institutional clients including sovereign entities, pension funds, corporations, financial institutions, endowments and fund‑of‑fund vehicles. Services are delivered through tailored managed accounts and a multi‑strategy, market‑timing absolute‑return approach that can include equities, fixed income, closed‑end funds, ETFs and derivatives. The firm pursues positive absolute returns using both long and short positions, quantitative and fundamental screening for undervalued opportunities, and active trading that can include options and other derivatives; it performs regular account monitoring and delivers monthly to periodic reporting. Its disclosure highlights material risks associated with short selling, high trading activity, liquidity and valuation challenges, and the potential for significant loss inherent in its strategies. Barth Capital is atypical among independent firms because it accepts performance‑based compensation and applies a high‑water‑mark and trade‑allocation policies to mitigate conflicts from side‑by‑side management. The firm also notes it does not serve non‑high‑net‑worth retail individuals, does not receive brokerage commissions or participate in soft‑dollar arrangements, and makes Interactive Brokers’ Portfolio Line of Credit available to qualified clients.

To learn more about the advisors currently working at Barth Capital LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.