Barrel Park Investments
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Overview
Barrel Park Investments is a financial advisory firm located in Brooklyn, New York. The firm has $23.0 million in assets across six client accounts. The company has a small team, including 2 financial advisors. Barrel Park Investments is not a registered broker-dealer, meaning it is not able to buy and sell securities for its accounts and those of its customers and instead is required to go through a broker-dealer firm to do so. Securities are exchangable financial investments such as bonds, stocks and options.
Barrel Park Investments oversees all of its accounts in a discretionary manner. Discretionary management is a structure in which a portfolio manager makes transaction choices for the client's account without needing to seek client authorization. Barrel Park Investments supervises about $3.8 million for each account. The average financial advisor at Barrel Park Investments administers about three client accounts, making it one of the most personalized advisor firms in the country.
Barrel Park Investments's headquarters is at 134 North 4Th Street, Brooklyn, New York 11249.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Barrel Park Investments by the Numbers
$23.0 million
2
6
$3.8 million
Fee Structure
Financial management fees usually vary depending on which service is provided. Fees billed by Barrel Park Investments typically consist of the following fee type: asset-based. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the company.
Available
-
Offered by 69% of firms
Percentage of Assets
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
Barrel Park Investments provides services to investment companies. Out of its six customers, Barrel Park Investments's biggest client type is investment companies. None of its accounts are from outside of the U.S.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Barrel Park Investments does not have any disclosures.
Please visit its Form ADV for more details.
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