Vanbarton Group LLC

Vanbarton Group LLC is an SEC-registered investment adviser specializing in real estate investments. Established in 1992, the firm manages client assets on a discretionary basis, totaling approximately $2.2 billion as of December 31, 2024. The firm's fee structure includes an annual asset management fee ranging from 0.50% to 1.25% of the equity investment, along with additional fees related to equity and debt investments. Vanbarton discloses potential conflicts of interest related to performance-based fees and implements policies to address these conflicts. Clients have the option to impose restrictions on their investments. The firm provides detailed analysis of real estate investments based on market fundamentals and client objectives, highlighting associated risks such as financing, environmental, and leasing risks. Vanbarton emphasizes ethical conduct, maintains a Code of Ethics, and discloses its affiliations and potential conflicts of interest. Clients receive quarterly investment reports and annual audits by an independent accounting firm. The firm does not engage in securities transactions or proxy voting on behalf of clients. Vanbarton has no reportable disciplinary events and no financial conditions that could impair its obligations.