Barwick & Partners is an investment advisor in Seattle with $2.12 bn assets under management.
Company profile
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
911717350
SEC advisor number
801-100460
FINRA CRD number
174336
AUM ?
$2.12 bn
(as of 2 Jun 23)
Accounts
376
(as of 2 Jun 23)
Employees
2
(2 investment advisory or research)
Office hours
BY APPOINTMENT, BY APPOINTMENT
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Barwick, Jonathan, Andrew | President & CCO | 06/2015 | > 75% |
Latest filings (excl ownership)
Latest ownership filings
13F-NT
Notice of holdings reported by another manager
1 Oct 24
13F-NT
Notice of holdings reported by another manager
22 Jul 24
13F-NT
Notice of holdings reported by another manager
9 May 24
13F-NT
Notice of holdings reported by another manager
23 Jan 24
13F-NT
Notice of holdings reported by another manager
20 Oct 23
13F-NT
Notice of holdings reported by another manager
14 Jul 23
13F-NT
Notice of holdings reported by another manager
13 Apr 23
13F-NT
Notice of holdings reported by another manager
23 Jan 23
13F-NT
Notice of holdings reported by another manager
13 Oct 22
13F-NT
Notice of holdings reported by another manager
26 Jul 22