# BARRY INVESTMENT ADVISORS, LLC

BARRY INVESTMENT ADVISORS, LLC of NEW BEDFORD, MA is an SEC-registered investment adviser.

## Registration

- CRD: 144955
- Type: SEC-registered investment adviser
- SEC file number: 801-68447
- Location: 128 UNION STREET, SUITE 507, NEW BEDFORD, MA, 02740
- Phone: 888-992-8601
- Latest filing: 2026-03-27
- Regulatory AUM: $846.8M
- Discretionary AUM: $688.0M
- Non-discretionary AUM: $158.8M
- Clients: 12
- Accounts: 1,517

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles

## Officers, owners & control persons (14)

| Name | Role | Location |
| --- | --- | --- |
| Barry Michael | CHIEF COMPLIANCE OFFICER; MANAGING MEMBER/CHIEF COMPLIANCE OFFICER; MANAGING MEMBER, CHIEF COMPLIANCE OFFICER, AND CHIEF FINANCIAL OFFICER (+1 more) | Portsmouth, NH |
| Joseph Michael Barry | CHIEF COMPLIANCE OFFICER AND CHIEF FINANCIAL OFFICER | — |
| Patrick John Barry | MEMBER | — |
| Jeanine Marie Barry | MEMBER | — |
| Kathy Ann Alves | PRESIDENT | — |
| Whitney E Holland | CHIEF OPERATING OFFICER | — |
| BARRY JOHN | MANAGING MEMBER; MEMBER; PRINCIPAL | — |
| BERNSTEIN DANIEL ADAM | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | — |
| BARRY PAMELA A | OWNER | — |
| BARRY JEANINE MARIE | MEMBER | — |
| ELSTON SHARON LEE | CHIEF COMPLIANCE OFFICER | — |
| ALVES KATHY ANN | PRESIDENT | — |
| HOLLAND WHITNEY E | CHIEF OPERATING OFFICER | — |
| Whitney E. Holland | CHIEF OPERATING OFFICER | — |


## Branch offices (16)

_Showing 15 of 16 offices._

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| — | — | 2 | 508-992-8600 |
| — | — | 2 | 508-992-8600 |
| — | — | 1 | 508-992-8600 |
| — | — | 1 | 508-992-8600 |
| — | — | 1 | 508-992-8600 |
| — | — | 1 | 508-992-8600 |
| — | — | 1 | 508-992-8600 |
| — | — | 1 | 508-992-8600 |
| — | — | 1 | 508-992-8600 |
| — | — | 1 | 508-992-8600 |
| — | — | 1 | 508-992-8600 |
| — | — | 1 | 508-992-8600 |
| — | — | 1 | 508-992-8600 |
| — | — | 1 | 508-992-8600 |
| — | — | 1 | 508-992-8600 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/144955/brochure
- Similar advisers: https://search.stillhousedata.com/firm/144955/similar
- Related entities: https://search.stillhousedata.com/firm/144955/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/144955

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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.