Barrow Street Advisors LLC (Stamford)

Name: Barrow Street Advisors LLC
Address: 300 First Stamford Place, Stamford, CT, 06902
Telephone: 203-391-6100

Barrow Street Advisors LLC is an investment adviser to an investment company based in Stamford. It manages $36.57 million of regulatory assets for 4 client accounts. It has been registered with the SEC as an adviser since 2013 and has operated in the jurisdiction of Connecticut.

Barrow Street Advisors provides portfolio management for investment companies, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Barrow Street Advisors: assets under management

The assets under management (AUM) of Barrow Street Advisors LLC is $36.57 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 103% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $36.57 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $9.14 million each.

Investments

The firm invests in exchange traded securities the most. They account for 100% of the total AUM.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Barrow Street Advisors LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Barrow Street Advisors serves?

The firm provides services to investment companies, other investment advisers, and high net worth individuals. The largest group of clients of Barrow Street Advisors is investment companies with 1 clients and $27.77 million of assets under management. Among the 0 most similar advisory firms, Barrow Street Advisors has the 0th lowest percentage of investment companies out of all clients.

The amount of regulatory assets under management is $36.57 million for 4 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.

Barrow Street Advisors doesn't advise any private funds.

Careers at Barrow Street Advisors LLC

The company employs 4 people that are either part- or full-time employees. 75 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
David Almonte Azapinto	Chief compliance officer	1 Jul 2012	Other	6100907
Barrow Street Holdings Llc	Member	1 Apr 2013	75% - 100%	46-2459969

Indirect Owners

The SEC currently registers 2 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Robert Foster Greenhill	Member	1 Apr 2013	50% - 75%	2649467
Nicholas Chermayeff	Member	1 Apr 2013	50% - 75%	2387403

Based in Stamford

The principal office where Barrow Street Advisors LLC performs its advisory services is located at 300 First Stamford Place, Stamford, CT 06902, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 203-391-6100 or by fax 203-391-6130. The normal business hours are 9:00 am - 5:30 pm on Monday - Friday. You can find more information about the New York firm at barrowstreetadvisors.com/.