BARCA CAPITAL, LLC

275 Grove Street
Suite 2-400
Newton, Massachusetts 02466
Tel: 415-992-6334

About BARCA CAPITAL, LLC

BARCA CAPITAL, LLC, formally registered with the SEC as BARCA CAPITAL, LLC. The firm was established in 04/09/2021. They have over 2 offices throughout the country.

BARCA CAPITAL, LLC is a Newton, Massachusetts based Financial Planning firm with nearly $287,309,048 assets under management, offering retirement planning & investment advisory services to 2 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	263786
SEC#	801-120741
Assets Managed by Firm	$287,309,048
No. of Clients	2
No. of Advisors	3

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for pooled investment vehicles

Firm Client Information

	No. of Clients	AUM
Firm Total	2	$287,309,048

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