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RIA / WealthPrivate fundprivate equity fund3(c)(1)3(c)(7)

H. BARTON CO-INVEST FUND IV, LLC

advised by H. BARTON ASSET MANAGEMENT, LLC

Delaware, United States

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:bc412f18-2f33-ae5d-d2b9-91f746a75379

Data as of Mar 28, 2024 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 5:41 AM UTC and rebuilt at most every 15 minutes.

Relationships: 1
Dated events: 0
On other graphs: 2
Observed: Mar 22, 2021 to Mar 28, 2024
4 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

H. Barton Co-Invest Fund IV, LLC

Private equity fund · shared adv fund id

Venture Capitalidentity

H. Barton Co-Invest Fund IV, LLC

Venture fund · shared adv fund id

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Adviser: H. BARTON ASSET MANAGEMENT, LLCCRD 161955
Fund type: Private Equity Fund
Latest reported GAV: $46.1Mgross asset value on Schedule D 7.B(1), as of 2024-03-28; never fund size
Peak reported GAV: $64.2M
Beneficial owners: 59
Minimum investment: $1.0M
Owned by the adviser: 100%
Owned by funds of funds: 200%
Owned by non-US persons: 200%
Clients solicited: no
Form D file number: 021-359368an SEC offering identifier; the Form D vehicle on the venture or private equity graph is linked above when the identity layer has it
Organised in: Delaware, United States
First reported: Mar 22, 2021
Last reported: Mar 28, 2024fund reporting on the SEC extract ends 2024-12-31
Filings reporting it: 4
Fund id: 805-6002291085

Reported gross asset value by filing

each Schedule D 7.B(1) row as filed; GAV is gross asset value, never fund size

Filed	GAV	Owners	Minimum	Adviser owns	Audited	Name as filed
Mar 28, 2024	$46.1M	59	$1.0M	100.0%	yes	H. BARTON CO-INVEST FUND IV, LLC
Mar 27, 2023	$51.1M	59	$1.0M	100.0%	yes	H. BARTON CO-INVEST FUND IV, LLC
Mar 31, 2022	$64.2M	59	$1.0M	100.0%	yes	H. BARTON CO-INVEST FUND IV, LLC
Mar 22, 2021	$59.0M	59	$1.0M	100.0%	yes	H. BARTON CO-INVEST FUND IV, LLC

Custodians

Schedule D 7.B(1) question 25, as filed

Custodian	Legal name	City	State	Country	Related person	SEC number
MORGAN STANLEY	MORGAN STANLEY SMITH BARNEY LLC	WALNUT CREEK	California	United States	no	8-68191

Relationships

Advises (1)

← H. BARTON ASSET MANAGEMENT, LLCRegistered adviserPrivate Equity Fund, IA
Mar 22, 2021 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:bc412f18-2f33-ae5d-d2b9-91f746a75379
First observed: Mar 22, 2021
Last observed: Mar 28, 2024 30 months ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

H. BARTON CO-INVEST FUND IV, LLC

advised by H. BARTON ASSET MANAGEMENT, LLC

Delaware, United States

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:bc412f18-2f33-ae5d-d2b9-91f746a75379

Data as of Mar 28, 2024 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 5:41 AM UTC and rebuilt at most every 15 minutes.

Filed

GAV

Owners

Minimum

Adviser owns

Audited

Name as filed

Mar 28, 2024

$46.1M

$1.0M

100.0%

yes

H. BARTON CO-INVEST FUND IV, LLC

Mar 27, 2023

$51.1M

$1.0M

100.0%

yes

H. BARTON CO-INVEST FUND IV, LLC

Mar 31, 2022

$64.2M

$1.0M

100.0%

yes

H. BARTON CO-INVEST FUND IV, LLC

Mar 22, 2021

$59.0M

$1.0M

100.0%

yes

H. BARTON CO-INVEST FUND IV, LLC

Custodian

Legal name

City

State

Country

Related person

SEC number

MORGAN STANLEY

MORGAN STANLEY SMITH BARNEY LLC

WALNUT CREEK

California

United States

8-68191