Barc Partners LLC

CRD#282444
Investment Advisor Firm

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Learn more about Barc Partners LLC

  • Overview
  • By the Numbers
  • Fee Structure
  • Types of Clients
  • Disclosures
  • State Registrations
  • Office Locations
  • Firm Advisors

    • Overview

    Barc Partners LLC is a financial advisory firm that has its headquarters in Seattle, Washington. It manages $15.0 million in assets across one customer account. The firm has a small team of two employees, all of whom are financial advisors. Barc Partners LLC does not act as a registered broker-dealer, signifying that the company cannot buy and sell securities for its accounts and those of its customers and instead must go through a broker-dealer company to do so. Securities are tradable fiscal assets like equities, options and bonds.

    Barc Partners LLC oversees all of the firm's client assets in a discretionary manner. Discretionary management is a structure in which an investment advisor has the discretion to make transaction judgments without requiring the client's approval. Barc Partners LLC manages an average of $15.0 million in assets for each client account. An average advisor at Barc Partners LLC oversees fewer than one client account, placing it among the most individualized financial advisor firms in the country.

    The firm's headquarters is at 800 Fifth Ave, Suite 4100, Seattle, Washington 98104. Barc Partners LLC is legally registered to serve investors in the state of Washington.

    Assets Under Management

    $15.0 million

    Number of Advisors

    2

    Disclosures

    No

    Office Location

    800 Fifth Ave, Suite 4100
    Seattle, WA 98104

    Barc Partners LLC by the Numbers

    Total Assets Under Management

    $15.0 million

    National Average: $3.7 billion
    Total Number of Employees

    2

    National Average: 29
    Total Number of Accounts

    1

    National Average: 2,073
    Average Account Size

    $15.0 million

    National Average: $1.8 million

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    Fee Structure

    A financial advisor's fees largely vary depending on which service is offered. However, fee types charged by Barc Partners LLC typically consist of the following fee structures: performance-based. Wrap fee programs, or the practice of bundling services for a single fee, are not provided by Barc Partners LLC. Barc Partners LLC can withdraw its expenses directly from client accounts.

    Available

    • Offered by 17% of firms

      Performance-based

      Show Explanation

      Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.

    Unavailable

    • Find one of the 74% of firms that offer this fee type

      Percentage of Assets

      Show Explanation

      This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.

    • Find one of the 35% of firms that offer this fee type

      Hourly

      Show Explanation

      Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.

    • Find one of the 2% of firms that offer this fee type

      Commissions

      Show Explanation

      Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.

    • Find one of the 1% of firms that offer this fee type

      Subscription

      Show Explanation

      Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.

    • Find one of the 40% of firms that offer this fee type

      Fixed

      Show Explanation

      Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.

    • Find one of the 12% of firms that offer this fee type

      Other

      Show Explanation

      Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.

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    Types of Clients

    The company caters to pooled investment vehicles. Barc Partners LLC's biggest client is pooled investment vehicles. None of the company's customers are represented by people 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

    Barc Partners LLC does not have any disclosures.

    Please visit its Form ADV for more details.

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    Financial Advisors at Barc Partners LLC

    Rafe Quinn
    Seattle, WA
    Benjamin Colice
    Seattle, WA

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    This content was compiled from the SEC and FINRA