Company profile
Website
Employees
Location
SEC CIK
Corporate docs
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
E.S. Barr & CO
1999 RICHMOND ROAD
STE 1B
LEXINGTON
KY 40502
1999 RICHMOND ROAD
STE 1B
LEXINGTON
KY 40502
Office hours
Monday - Friday, 8:00AM - 5:00PM
Phone
859-266-1300
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
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