BARRIER CAPITAL MANAGEMENT, LLC

595 Pacific Avenue
4th Floor
San Francisco, California 94133
Tel: 650-380-1475

About BARRIER CAPITAL MANAGEMENT, LLC

BARRIER CAPITAL MANAGEMENT, LLC, formally registered with the SEC as BARRIER CAPITAL MANAGEMENT, LLC. The firm was established in 12/08/2021. They have over 1 offices throughout the country.

BARRIER CAPITAL MANAGEMENT, LLC is a San Francisco, California based Financial Planning firm with nearly $90,978,600 assets under management, offering retirement planning & investment advisory services to 2 clients. The firm is staffed with 2 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	312294
SEC#	801-122833
Assets Managed by Firm	$90,978,600
No. of Clients	2
No. of Advisors	2

Fee Structure

A percentage of AUM
Performance Based
Other (PERFORMANCE-BASED PROFIT ALLOCATION)

Advisory Services Provided

Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	2	$90,978,600

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