BARTEE CAPITAL MANAGEMENT, LLC

BARTEE CAPITAL MANAGEMENT, LLC is an SEC-registered investment adviser (CRD 284466). Regulatory assets under management: $3.1M.

Registration

• CRD: 284466
• Type: Registered investment adviser
• Phone: 936-449-1870
• Latest filing: 2026-03-23
• Regulatory AUM: $3.1M
• Discretionary AUM: $2.6M
• Non-discretionary AUM: $566K
• Clients: 2
• Accounts: 22

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 284466 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search