Vanbarton Group Llc
- Regulatory AUM
- $2.3B
- Discretionary
- $2.3B
- Clients
- 9
- Avg AUM / client
- $253M
- Accounts
- 9
- Employees
- 28
AUM over time
Annual snapshots from Form ADV filings · as of Mar 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 8 | $2.2B | 95.3% |
| Corporations and other businesses | 1 | $108M | 4.74% |
Private funds (5)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $3.5B combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Eo Holdings Llc And Subsidiaries | Real Estate Fund | Delaware | $1.8B | 1 |
| Vbg Special Situations Fund Llc | Real Estate Fund | Delaware | $636M | 2 |
| Vanbarton Us Strategic Venture L.P. | Real Estate Fund | Delaware | $544M | 4 |
| Vanbarton Vtc Fund I Llc | Real Estate Fund | Delaware | $311M | 2 |
| Nyc Vanbarton Interborough Fund Llc | Real Estate Fund | Delaware | $178M | 6 |
People (4)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Tischler, Gary, Martin | Director And Officer | Jan 1998 (29y) | ≈ 21.09% – 75% via Travencio Llc | |
| Coles, Richard, A.C. | Director And Officer | Aug 2005 (21y) | ≈ 21.09% – 75% via Pleasant Ridge Holdings, Llc | |
| Buffa, Damiano, Michael | Chief Financial Officer | Mar 2014 (12y) | Less than 5% | |
| Murphy, Bernadette | Chief Compliance Officer | Jan 2021 (6y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Vanbarton Llc | Member | Jun 2015 | A | 75% or more |
| Travencio Llc | Member | Jun 2015 | B | ≈ 28.13% – 75% via Travencio Crest, Llc |
| Pleasant Ridge Holdings, Llc | Member | Jun 2015 | B | ≈ 28.13% – 75% via Pleasant Ridge Vanbarton Lc/Oh Llc |
| Pleasant Ridge Vanbarton Lc/Oh Llc | Member | Jun 2015 | B | ≈ 37.5% – 75% via Vanbarton Llc |
| Travencio Crest, Llc | Member | Jun 2015 | B | ≈ 37.5% – 75% via Vanbarton Llc |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Tischler, Gary, Martin: 75% – 100% of Travencio Llc × 75% – 100% of Travencio Crest, Llc × 50% – 75% of Vanbarton Llc × 75% – 100% direct ≈ 21.09% – 75% of the firm
- Coles, Richard, A.C.: 75% – 100% of Pleasant Ridge Holdings, Llc × 75% – 100% of Pleasant Ridge Vanbarton Lc/Oh Llc × 50% – 75% of Vanbarton Llc × 75% – 100% direct ≈ 21.09% – 75% of the firm
- Travencio Llc: 75% – 100% of Travencio Crest, Llc × 50% – 75% of Vanbarton Llc × 75% – 100% direct ≈ 28.13% – 75% of the firm
- Pleasant Ridge Holdings, Llc: 75% – 100% of Pleasant Ridge Vanbarton Lc/Oh Llc × 50% – 75% of Vanbarton Llc × 75% – 100% direct ≈ 28.13% – 75% of the firm
- Pleasant Ridge Vanbarton Lc/Oh Llc: 50% – 75% of Vanbarton Llc × 75% – 100% direct ≈ 37.5% – 75% of the firm
- Travencio Crest, Llc: 50% – 75% of Vanbarton Llc × 75% – 100% direct ≈ 37.5% – 75% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (5, $3.5B gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Eo Holdings Llc And Subsidiaries | Real Estate Fund | $1.8B | $0 | 1 |
| Vbg Special Situations Fund Llc | Real Estate Fund | $636M | $0 | 2 |
| Vanbarton Us Strategic Venture L.P. | Real Estate Fund | $544M | $0 | 4 |
| Vanbarton Vtc Fund I Llc | Real Estate Fund | $311M | $0 | 2 |
| Nyc Vanbarton Interborough Fund Llc | Real Estate Fund | $178M | $0 | 6 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/30/2026 | 2.86 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
- • Other fees
- • ACQUISITION, TRANSACTION FINANCING FEES
Services
- • Portfolio management for pooled investment vehicles
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 30, 2026.
View current Form ADV (SEC/IAPD) ↗