DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Private fund

H. Barton Venture Select III, LLC

Other Private Fundadvised byH. Barton Asset Management, LLCasset manager805-4084403076IAPD
Gross asset value
$218M
as of Mar 28, 2024; not a fund size
Peak GAV
$237M
highest filing
Owners
95
beneficial owners reported
Minimum investment
$1.0M
as reported
Adviser and related own
1%
of the fund
Owned by funds
4%
fund-of-funds interests
Non-US owners
1%
Reported
7 filings
Mar 28, 2018 to Mar 28, 2024
Reporting history
one row per Form ADV filing
Gross asset value$218M as of Mar 28, 2024
Mar 28, 2018$73.9M then
Owners95 as of Mar 28, 2024
Mar 28, 201831 then
Structure
Exclusion
3(c)(1), up to 100 ownersreported
Master or feeder
standalonereported
Fund of funds
yesreported
Organized in
Delaware, United Statesreported
Clients solicited
noreported
Form D file number
021-304374reportedthe join to the Form D offering
Type as written
FUND OF VENTURE FUNDSreported
Custodians
Schedule D 7.B.(1).A.25, latest filing
  • Morgan Stanley
    Walnut Creek, California
Across DFX
shared identifiers only
Provenance
Source
Form ADV Schedule D 7.B.(1), every filing 2011 to 2024reportedadviserinfo.sec.gov
Status
on the adviser's latest filing in the extractderived
Share
1.0%reportedadviser and related persons