Barrington Wilshire, LLC is a large advisory firm based in Santa Monica. It manages $1 billion of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdiction of California.
Barrington Wilshire provides 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.
Barrington Wilshire: assets under management
The assets under management (AUM) of Barrington Wilshire, LLC is $1 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 41% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The firm manages $1 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $333.95 million each.
Barrington Wilshire has custody of $996.83 million in cash and securities for 2 clients in total but doesn’t act as a qualified custodian.
Fees & Commissions
The advisory firm has several streams of revenue. Clients pay Barrington Wilshire, LLC for their services and products based on a percentage of assets under management and performance-based fees. 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.
Indirect Owners
The SEC currently registers 3 indirect owners.Based in Santa Monica
The principal office where Barrington Wilshire, LLC performs its advisory services is located at 2001 Wilshire Blvd., Santa Monica, CA 90403, 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 310-264-4844 or by fax 310-264-4847. The normal business hours are 8 am -4 pm pst on Monday - Friday. You can find more information about the New York firm at www.barrpart.com.
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