Old Barn Capital Llc
SEC-registered
Investment Adviser · Small ($100M–$1B)
CRD 338745
· SEC file 801-134900
·
· www.oldbarncap.com
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ADV data as of Mar 30, 2026
- Regulatory AUM
- $137M
- Discretionary
- $137M
- Clients
- —
- Avg AUM / client
- —
- Accounts
- 1
- Employees
- 1
AUM over time
$105M
$137M
Dec 2025
Dec 2025
Annual snapshots from Form ADV filings · as of Mar 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Other | Fewer than 5 clients | $137M | 100.0% |
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/30/2026 | 900 KB | 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
- • Performance-based fees
Services
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Global Prime Partners Ltd $137M (100% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have 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: Mar 30, 2026.
View current Form ADV (SEC/IAPD) ↗