# BARTON INVESTMENT MANAGEMENT, LLC

BARTON INVESTMENT MANAGEMENT, LLC of W. CONSHOHOCKEN, PA is an SEC-registered investment adviser.

## Registration

- CRD: 141084
- Type: SEC-registered investment adviser
- SEC file number: 801-66964
- Location: ONE TOWER BRIDGE, 100 FRONT STREET, SUITE 980, W. CONSHOHOCKEN, PA, 19428
- Phone: 610-226-4040
- Latest filing: 2026-02-02
- Regulatory AUM: $984.7M
- Discretionary AUM: $984.7M
- Non-discretionary AUM: $58K
- Clients: 7
- Accounts: 263

## Business model

- Compensation: % of AUM, Other
- Clients served: High net worth, Other

## Officers, owners & control persons (7)

| Name | Role | Location |
| --- | --- | --- |
| John Barton Riley | MANAGING MEMBER / PRESIDENT | — |
| Janna Martinelli Forte | CHIEF COMPLIANCE OFFICER | — |
| Henry Barton Riley | CO-FOUNDER/MEMBER | — |
| HAVENS PETER HESSENBRUCH | CHIEF COMPLIANCE OFFICER | — |
| RILEY JOHN BARTON | CO-FOUNDER; CO-FOUNDER/MEMBER; MANAGING MEMBER / PRESIDENT (+2 more) | — |
| BAKER MARY ELIZABETH | CHIEF COMPLIANCE OFFICER | — |
| FORTE JANNA MARTINELLI | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/141084/brochure
- Similar advisers: https://search.stillhousedata.com/firm/141084/similar
- Related entities: https://search.stillhousedata.com/firm/141084/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/141084

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.