Barden Capital Management, Inc. (Austin)


Barden Capital Management, Inc. is an adviser based in Austin. It manages $79.5 million of regulatory assets for 343 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdictions of California, Colorado, Nebraska, and Texas.

Barden Capital Management provides portfolio management for individuals and small businesses, publication of newsletters, and sub-advisory services for other investment advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Barden Capital Management: assets under management

The assets under management (AUM) of Barden Capital Management, Inc. is $79.5 million. The firm's AUM has grown by 63% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $78.2 million in discretionary accounts and $1.3 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $228.65 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $1.3 million.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Barden Capital Management, Inc. for their services and products based on a percentage of assets under management. 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.

Careers at Barden Capital Management, Inc.

Eric David Barden has been acting as President since 1 Sep 2006. Ryan Matthew Barden joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers


Name Entity Date acquired Ownership Employer ID
Eric David Barden President 1 Sep 2006 50% - 75% 2720982
Ryan Matthew Barden Chief compliance officer 1 Oct 2006 25% - 50% 3021189

Based in Austin

The principal office where Barden Capital Management, Inc. performs its advisory services is located at 8828 Mountain Path Circle, Austin, TX 78759, 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 512-366-8081 or by fax 512-366-8082. The normal business hours are 10:00-5:00 on Monday - Friday. You can find more information about the New York firm at www.bardencapital.com.

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