AltMountain

Hbam Byid, LLC

Organized in Delaware, United States · Advised by H. Barton Asset Management, LLC · Private fund ID 805-1502808656
Private equity fund

Hbam Byid, LLC is a private equity fund organized in Delaware, United States and advised by H. Barton Asset Management, LLC. Its adviser reported $4,519,279 in gross assets for the fund on Form ADV, filed Mar 28, 2024. It reported 16 beneficial owners. The minimum investment it accepts is $25,000. It relies on the Section 3(c)(1) exclusion, which limits it to 100 beneficial owners, typically accredited investors.

Gross assets
$4,519,279As reported on Form ADV
Beneficial owners
16
Minimum investment
$25,000
Who can invest
Accredited investorsSection 3(c)(1): up to 100 owners
Fund type
Private equity fund
Domicile
Delaware, United States
Auditor
Baker Tilly US, LLP
Administrator
Golden Gate Associates
Custodian
Morgan Stanley Smith Barney LLC
Adviser
H. Barton Asset Management, LLC · SAN Francisco, CA · CRD 161955
Reported on
Mar 28, 2024Adviser's Form ADV

From SEC filings, not verified. This information is republished from the adviser's Form ADV (Schedule D, Section 7.B.(1)) in the SEC's public Form ADV data, which currently runs through filings made by Dec 26, 2024. Figures are as of the adviser's filing and may have changed since. It is not an offer, solicitation or recommendation, AltMountain has not reviewed the fund, and gross assets are not performance. Private funds are speculative, illiquid and generally limited to accredited investors or qualified purchasers. Full disclosures · Request a correction

Questions about Hbam Byid, LLC

What is the minimum investment for Hbam Byid, LLC?

According to its adviser's Form ADV filed Mar 28, 2024, the minimum investment Hbam Byid, LLC accepts is $25,000.

Who can invest in Hbam Byid, LLC?

Hbam Byid, LLC is generally open only to accredited investors, and it may have no more than 100 beneficial owners because it relies on Section 3(c)(1).

How large is Hbam Byid, LLC?

Its adviser reported $4,519,279 in gross assets on Form ADV filed Mar 28, 2024. Gross assets include borrowed money and are not the same as net assets or performance.

Who manages Hbam Byid, LLC?

Hbam Byid, LLC is advised by H. Barton Asset Management, LLC, based in SAN Francisco, CA.

Who are Hbam Byid, LLC's service providers?

Its Form ADV lists Baker Tilly US, LLP as auditor and Golden Gate Associates as administrator.

Other funds advised by H. Barton Asset Management, LLC