Coburn Barrett, Llc
- Regulatory AUM
- $113M
- Discretionary
- $113M
- Clients
- 1
- Avg AUM / client
- $113M
- Accounts
- 1
- Employees
- 4
AUM over time
Annual snapshots from Form ADV filings · as of Feb 25, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 1 | $113M | 100.0% |
Private funds (1)
Reported in Form ADV Section 7.B.(1), filing of Feb 2024 · $138M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Gli Fund Llc | Hedge Fund | Cayman Islands | $138M | 22 |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Andrew Charles Brigham | Member, Investment Strategist | Dec 2007 (19y) | Less than 5% | |
| Genschel, Rainer | Member, Portfolio Manager | Dec 2007 (19y) | Less than 5% | |
| Wehlen, Eleanor, Brigham | Member, Managing Member, Chief Compliance Officer | Dec 2007 (19y) | 25% – 50% | |
| Wehlen, Thomas | Managing Member, Senior Portfolio Manager | Dec 2007 (19y) | 50% – 75% |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
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 (1, $138M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Gli Fund Llc | Hedge Fund | $138M | $2.0M | 22 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 02/25/2026 | 1.2 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
Services
- • Portfolio management for pooled investment vehicles
Custody
Reported custodians
- Lgt Bank Ag $34.8M (15% of AUM) Jun 2020
- Credit Suisse Ag $22.2M (16% of AUM) Nov 2023
- Interactive Brokers $12.0M (7% of AUM) Mar 2018
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Feb 25, 2026.
View current Form ADV (SEC/IAPD) ↗