Barr E S & Co is a fund manager in Lexington with $1.75 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
Industry
SEC CIK
IRS number
611225413
SEC advisor number
801-42566
FINRA CRD number
107447
AUM ?
$1.75 bn
(as of 25 Mar 22)
Accounts
855
(as of 25 Mar 22)
Employees
6
(4 investment advisory or research)
Address
Barr E S & Co
1999 RICHMOND ROAD
SUITE 1B
LEXINGTON
KY 40502
1999 RICHMOND ROAD
SUITE 1B
LEXINGTON
KY 40502
Office hours
Monday - Friday, 8:00AM - 5:00PM
Phone
8592661300
Ownership
| Owner | Title | From | %Ownership |
|---|---|---|---|
| Barr, Edward, S. | President/director | 09/1992 | < 5% |
| E.s. Barr Holdings, LLC | Parent Company | 03/2004 | > 75% |
| Barr, Edward, S. | President/member/director | 03/2004 | 50-75% |
| Gess, Margaret, Barr | Chief Compliance Officer | 07/2018 | < 5% |
Ownership
| Fund structure | AUM | Fund type |
|---|---|---|
| E. S. Barr & Company | $1.75 bn | |
| Sandfly Partners, LTD. | $45.04 mm | Hedge Fund |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
14 Nov 22
13F-HR
Quarterly holdings report by institutional manager
15 Aug 22
13F-HR
Quarterly holdings report by institutional manager
16 May 22
13F-HR
Quarterly holdings report by institutional manager
14 Feb 22
13F-HR
Quarterly holdings report by institutional manager
10 Nov 21
13F-HR
Quarterly holdings report by institutional manager
13 Aug 21
13F-HR
Quarterly holdings report by institutional manager
14 May 21
13F-HR
Quarterly holdings report by institutional manager
16 Feb 21
13F-HR
Quarterly holdings report by institutional manager
13 Nov 20
13F-HR
Quarterly holdings report by institutional manager
14 Aug 20