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E. S. Barr & Company
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Overview Share
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Lexington, Kentucky
$1.3 billion AUM
1 office

E. S. Barr & Company is based in Lexington, Kentucky and has $1.3 billion in assets under management.

Location
1999 Richmond Road
Suite 1B
Lexington, KY 40502
Contact
$1.3 billion
AUM
7
Employees
AUM Share
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$1,268,043,888
Assets under management
814 clients
Number of clients
AUM and clients by client type
Type of client Clients AUM Percent of total AUM Average investment size
Individuals 141 $80,536,859 6% $571,183
High net worth individuals 249 $951,162,614 75% $3,819,930
Pooled investment vehicles 1 $40,853,455 3% $40,853,455
Pension and profit sharing plans 9 $27,420,775 2% $3,046,753
Charitable organizations 8 $60,627,186 5% $7,578,398
Other corporations or businesses 19 $107,442,999 8% $5,654,895
Employees Share
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7
Employees
5
Investment analysts
71% of total employees
AUM per employee Share
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$1,268,043,888
Assets under management
$181,149,127
AUM per employee
$253,608,778
AUM per investment analyst
About Share
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Compensation

E. S. Barr & Company makes money through the following ways:

  • Percentage of AUM
  • Performance-based fees
Services offered

E. S. Barr & Company provides the following services:

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
Firm data Share
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CRD number 107,447
SEC number 801-42566
Legal structure Corporation
Legal governance Kentucky, United States
Latest ADV filing date March 23, 2020

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