PartnerFacts
Data last updated: Oct 23, 2026, 5:45 PM ETLatest filing: Oct 22, 2026Now: Oct 24, 2026, 10:35 AM ET

Sponsor Check › Sponsor group

HB

H Barton Venture

One sponsor team, 13 deal companies · Menlo Park, CA

Grouped because: 1 shared person, 2 shared management entities, same business address (8 issuers), similar issuer names (13) (automatic match from the filings) · not the same sponsor?

13deal companies
$258.3Mreported sold
307investors
18Form D filings
2011–2025active
0new, last 12 mo
Follow this sponsor groupLook further ↓

Data last updated Oct 23, 2026, 5:45 PM ET · Latest filing in this group Sep 30, 2025 · Courts (RECAP) last checked: Oct 24, 2026, 2:16 AM ET · SEC enforcement last checked: covered by the index scan as of Oct 24, 2026, 2:50 AM ET

The short version

H Barton Venture is a sponsor group of 13 issuers that PartnerFacts links to one sponsor (shared people, shared management entity, similar issuer names, same business address; automatic match from the filings), filing 18 Form D filings between Mar 2011 and Sep 2025.

What this means One team, 13 deal companies, about 14 years of track record in SEC filings. We link the companies because the same people or address appear on their forms — tap "Request a correction" if that is wrong.

Combined reported sold: $258.3M to 307 investors (latest filing per issuer). Industries as reported: Pooled Investment Fund (12), Investing (1). Issuers are based in CA (13).

What this means $258.3M raised across the group, about $841K per investor. Amounts come from each company's latest Form D; they are what the sponsor reported, not audited figures.

Principal people: Harris Barton (13 issuers, executive officer and director), H. Barton Asset Management, LLC (8 issuers, director, entity) and H. Barton Asset Management 2.0, LLC (2 issuers, director, entity).

What this means The person on the most companies is usually the one running the show; their page lists every deal.

Activity: 0 new offerings in the last 12 months; latest filing Sep 30, 2025.

What this means No new raise filed in the past year.

Adviser registration (Form ADV) on record: H. BARTON ASSET MANAGEMENT, LLC.

Public records searched: federal courts (CourtListener / RECAP), SEC enforcement releases, state securities regulators (AK, AL, AR, AZ, CA, CO, CT, DC, DE, FINRA, FL, GA, HI, ID, IL, KS, KY, LA, MA, MD, ME, MI, MO, MS, MT, NASAA, NC, ND, NH, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VT, WA, WI, WV, WY), property records (NYC, FL, IL and TX counties) — none found.

What this means Nothing turned up where we looked (4 sources). That does not prove there is nothing — it means none was found in those sources on that date.

We compared 18 public filings for H Barton Venture and found 5 differences, 1 worth asking the sponsor about: H Barton Venture includes 6 deals that stopped filing before reaching their target; and more below.

What this means These are differences between the sponsor's own SEC filings — both values, dates and sources are listed in Key records, section 4. Most have ordinary explanations; ask the sponsor.

What the community is saying

Community search for H Barton Venture has not run yet — it is joining a line of 57,030 names; searches run around the clock at the hosts' allowed rate. Searched so far: 641 names.

Community comments are quoted as written by their authors. Sources searched: Bing (site:reddit.com / site:biggerpockets.com) and Reddit's own search, plus DuckDuckGo/Brave/BiggerPockets search when they are answering.

Key records

Five things investors ask first. Items still in human review are counted, not shown.

1. Lawsuits

None found in sources searched — federal courts (CourtListener / RECAP), checked Oct 24, 2026

What was searched

Sources searched: CourtListener bulk data (RECAP dockets as of 2026-09-30; recall-first rule 10-24) — federal district + bankruptcy courts State courts: not covered (one-tap state court links under Look further). PACER: not searched. · Last checked Oct 24, 2026, 2:16 AM ET.

State courts: not covered (one-tap state court links under Look further). No state offers a lawful automated statewide source PartnerFacts can use today. Texas (re:SearchTX) terms prohibit storing results in a database open to third parties; New York (WebCivil) and Massachusetts (MassCourts) require a browser check that blocks scripted queries; California has no statewide index (58 county portals; Rule of Court 2.503 grants name-based access case by case); Florida, Utah and Illinois offer paid or partial access whose terms for automated use are unverified. Washington (dw.courts.wa.gov; bulk index reports under a JISC data-dissemination agreement), Delaware (CourtConnect; Court of Chancery not included) and Arizona (apps.azcourts.gov/publicaccess, which has an official channel to request high-volume access) are the candidates; PartnerFacts will request written permission before any automated search. Federal courts are searched through CourtListener / RECAP.

2. Regulatory actions

None found in sources searched — SEC enforcement releases (index scan as of Oct 24, 2026, 2:50 AM ET) · state securities regulators: 48 regulators (FINRA, NASAA, 37 states) — crawled Oct 24, 2026, 8:48 AM ET

What was searched

SEC enforcement searched: SEC litigation releases and administrative proceedings — respondent names in the sec.gov index titles (30,205 releases, 1995-09-19 to 2026-10-23); release text is read only to confirm a candidate. Names that appear only in the body of a release are not found. — Searched SEC litigation releases and administrative proceedings (1995→ / 2007→) (30,205 records as of Oct 24, 2026, 2:50 AM ET) — nothing matched H Barton Venture..

State securities regulators: Securities regulators searched (64,910 actions): FINRA (38,350 actions, 1995–2026), NASAA (31 actions, 2000–2026; listing starts 1997), AK Division of Banking and Securities (273 actions, 1971–2025), AL Securities Commission (880 actions, 2001–2026), AR Securities Department (1,305 actions, 1998–2026), AZ Corporation Commission Securities Division (411 actions, 2017–2026), CA DFPI (25 actions, 2007–2024; listing starts 2002 — 16 of 12,159 DFPI respondent pages read so far; sponsor-name matches are read first), CO Division of Securities (731 actions, 2001–2026; older years from the Internet Archive (snapshot of 2026-05-02)), CT Department of Banking Securities Division (940 actions, 2006–2026; older years from the Internet Archive (snapshot of 2026-04-22)), DC DISB Securities Bureau (25 actions, 2012–2026), DE DOJ Investor Protection Unit (257 actions, 1987–2026), FL Office of Financial Regulation (49 actions, 2018–2026), GA Secretary of State Securities Division (65 actions, 2015–2026; listing starts 2012), HI DCCA Securities Enforcement Branch (26 actions, 2012–2026), ID Department of Finance Securities Bureau (663 actions, 1994–2026), IL Secretary of State Securities Department (4,122 actions, 2003–2023), KS Insurance Department Securities Division (58 actions), KY Department of Financial Institutions (342 actions, 2005–2026), LA Office of Financial Institutions Securities Division (13 actions, 2010–2025; listing starts 2008), MA Secretary of the Commonwealth Securities Division (125 actions, 2012–2025; live site blocks automated access — loaded from the Internet Archive snapshot of 2026-02-04), MD Attorney General Securities Division (1,054 actions, 2004–2026), ME Office of Securities (539 actions, 2000–2026), MI LARA Corporations, Securities & Commercial Licensing Bureau (201 actions), MO Secretary of State Securities Division (919 actions, 1998–2026), MS Secretary of State Securities Division (209 actions, 1995–2026), MT Commissioner of Securities and Insurance (597 actions, 2000–2026), NC Secretary of State Securities Division (265 actions, 2004–2024), ND Securities Department (711 actions, 1990–2026; the regulator no longer publishes this list live — loaded from the Internet Archive snapshot of 2026-01-06), NH Bureau of Securities Regulation (402 actions, 2002–2026), NM Regulation and Licensing Department Securities Division (90 actions, 2010–2025), NV Secretary of State Securities Division (118 actions, 2018–2026), NY Attorney General Investor Protection Bureau (44 actions, 2012–2026), OH Division of Securities (327 actions, 1993–2006), OK Department of Securities (2,531 actions, 1998–2026), OR Division of Financial Regulation (589 actions, 1988–2026), PA Department of Banking and Securities (1,448 actions, 2008–2024; the regulator no longer publishes this list live — loaded from the Internet Archive snapshot of 2024-08-09), RI DBR Securities Division (98 actions, 2005–2025), SC Attorney General Securities Division (540 actions, 2006–2026), SD Division of Insurance – Securities Regulation (106 actions, 2017–2026), TN Department of Commerce and Insurance Securities Division (405 actions, 1992–2026), TX State Securities Board (936 actions, 1999–2026), UT Division of Securities (772 actions, 2000–2026; older years from the Internet Archive (snapshot of 2010-05-27)), VT DFR Securities Division (137 actions, 2010–2026), WA DFI (2,039 actions, 2001–2026), WI DFI Division of Securities (1,072 actions, 1998–2026), WV Securities Commission (State Auditor) (64 actions), WY Secretary of State Compliance Division (6 actions, 2016–2024) — last crawled Oct 24, 2026, 8:48 AM ET. No machine-readable public listing today for IA, IN, MN, NE, NJ, VA (see docs/state-regulators.md).

3. Bankruptcies

None found in sources searched — federal bankruptcy courts (CourtListener / RECAP), checked Oct 24, 2026

What was searched

Sources searched: Federal bankruptcy courts via CourtListener / RECAP archive (federal district courts, federal bankruptcy courts). State courts: not covered (one-tap state court links under Look further). PACER: not searched (RECAP only). · Last checked Oct 24, 2026, 2:16 AM ET.

State courts: not covered (one-tap state court links under Look further). No state offers a lawful automated statewide source PartnerFacts can use today. Texas (re:SearchTX) terms prohibit storing results in a database open to third parties; New York (WebCivil) and Massachusetts (MassCourts) require a browser check that blocks scripted queries; California has no statewide index (58 county portals; Rule of Court 2.503 grants name-based access case by case); Florida, Utah and Illinois offer paid or partial access whose terms for automated use are unverified. Washington (dw.courts.wa.gov; bulk index reports under a JISC data-dissemination agreement), Delaware (CourtConnect; Court of Chancery not included) and Arizona (apps.azcourts.gov/publicaccess, which has an official channel to request high-volume access) are the candidates; PartnerFacts will request written permission before any automated search. Federal courts are searched through CourtListener / RECAP.

4. Differences between public sources

No comparisons published

What is compared

No public statement by this sponsor group has been collected yet, so there is nothing to compare. Sources compared: the sponsor's own website (known from the issuer's own filings — Form C issuer website, EDGAR company profile — an approved profile claim or Form ADV Item 1.I of its matched adviser) · SEC Form D · SEC Form ADV (IAPD) · Internet Archive · No website is on file for this sponsor group yet.

5 differences found between the filings for H Barton Venture — 1 worth asking about (compared 18 filings on Oct 24, 2026)

Worth asking · Nov 7, 2014 – Jun 28, 2023

H Barton Venture includes 6 deals that stopped filing before reaching their target

H. Barton Venture Select V, LLC (last filing Jun 28, 2023; $101,462,500 sold of $300,000,000); H. Barton Co-Invest Fund V, LLC (last filing Jun 29, 2022; $0 sold of $60,000,000); H. Barton Venture Select IV, LLC (last filing Apr 28, 2020; $0 sold of $250,000,000); H. BARTON VENTURE SELECT III, LLC (last filing Jan 30, 2018; $0 sold of $250,000,000); H. Barton Co-Invest Fund III, LLC (last filing Jun 30, 2016; $0 sold of $50,000,000); H. Barton Venture Select II,LLC (last filing Nov 7, 2014; $0 sold of $150,000,000). Each has no filing in more than two years and reported under half its target sold.

What this means An issuer whose last filing is more than two years old and reported under half its target sold. The raise may have closed early or quietly stopped. Ask what happened to each.

H. Barton Venture Select V, LLC — PartnerFacts page ↗H. Barton Co-Invest Fund V, LLC — PartnerFacts page ↗H. Barton Venture Select IV, LLC — PartnerFacts page ↗H. BARTON VENTURE SELECT III, LLC — PartnerFacts page ↗
Sources
Note · Jun 17, 2011 – Nov 7, 2014

85 other issuers file from the same address — 5 member issuers (H. Barton Asset Management, LLC; H. Barton Co-Invest Fund, LLC; H. Barton Venture Select, LLC; …)

The address on file, 2882 Sand Hill Road, Suite 241, Menlo Park, CA, is used by 90 issuers in our index across 11 sponsor groups; 85 are outside this group. It is on our registered-agent / shared-office list (94 issuers in 25 unrelated clusters).

What this means Many unrelated companies file from this address. Often a registered agent or a fund administrator; sometimes a shared office. Ask where the team actually works.

H. Barton Asset Management, LLC — PartnerFacts page ↗H. Barton Co-Invest Fund, LLC — PartnerFacts page ↗H. Barton Venture Select, LLC — PartnerFacts page ↗EDGAR filer page · H. Barton Asset Management, LLC ↗
Sources
Note · Mar 21, 2011 – Jun 28, 2023

5 offerings have no amendment in the last 12 months and may still be open

No amendment in the last 12 months on an offering that may still be open — H. Barton Venture Select V, LLC (latest filing Jun 28, 2023) · No amendment in the last 12 months on an offering that may still be open — H. Barton Co-Invest Fund IV, LLC (latest filing Apr 22, 2020) · No amendment in the last 12 months on an offering that may still be open — H. Barton Co-Invest Fund, LLC (latest filing Mar 29, 2012) · No amendment in the last 12 months on an offering that may still be open — H. Barton Venture Select, LLC (latest filing Dec 12, 2011) · No amendment in the last 12 months on an offering that may still be open — H. Barton Asset Management, LLC (latest filing Jun 17, 2011)

What this means SEC rules expect a yearly amendment while an offering is still going. Ask the sponsor which of these raises have closed.

Form D/A · Jun 28, 2023 ↗H. Barton Venture Select V, LLC — PartnerFacts page ↗Form D/A · Apr 22, 2020 ↗H. Barton Co-Invest Fund IV, LLC — PartnerFacts page ↗
Sources
Note · Mar 31, 2011 – Apr 22, 2020

4 offerings changed their target amount between filings

Offering amount changed between filings — H. Barton Co-Invest Fund IV, LLC · Offering amount changed between filings — H. Barton Co-Invest Fund II, LLC · Offering amount changed between filings — H. Barton Co-Invest Fund, LLC · Offering amount changed between filings — H. Barton Asset Management, LLC

What this means Targets change as deals grow or shrink. Ask whether later money has the same terms.

Form D (earlier) · Jan 30, 2020 ↗Form D/A (later) · Apr 22, 2020 ↗H. Barton Co-Invest Fund IV, LLC — PartnerFacts page ↗Form D (earlier) · Dec 19, 2013 ↗
Sources
Note · Jun 17, 2011 – Nov 7, 2014

5 issuers use a registered-agent or shared-office address

Address on file is a registered agent / shared office — H. Barton Venture Select II,LLC · Address on file is a registered agent / shared office — H. Barton Co-Invest Fund II, LLC · Address on file is a registered agent / shared office — H. Barton Co-Invest Fund, LLC · Address on file is a registered agent / shared office — H. Barton Venture Select, LLC · Address on file is a registered agent / shared office — H. Barton Asset Management, LLC

What this means A registered agent's address is a mailbox, not where the team works. Ask where the business operates.

Form D · Nov 7, 2014 ↗H. Barton Venture Select II,LLC — PartnerFacts page ↗Form D/A · Sep 29, 2014 ↗H. Barton Co-Invest Fund II, LLC — PartnerFacts page ↗
Sources
What is compared

What is compared: every Form D and D/A we hold for this subject, side by side — filing dates vs. first-sale dates (the 15-day rule), amendment timing on open offerings (the yearly-amendment expectation), amounts sold, investor counts, offering amounts and minimums across amendments, industry and size bands, addresses, how each person's name and role is written, paid sellers' CRD numbers, and (for groups) where the member companies were formed and sit. Everything is as filed by the issuer; the SEC does not check it. Differences are common and usually have ordinary explanations — we show both values, the dates, and the source so you can ask. As of Oct 24, 2026.

5. Money to insiders

None reported on 13 offerings — no sales commissions, finder's fees or proceeds to insiders

Per-offering detail
Offering (latest filing)Sales commissionsFinder's feesTo insidersPaid to sell itSource
Sep 30, 2025 D
H. Barton Venture Select VI, LLC
File 021-559258
$0$0$0
The Managing Member of the Issuer (or an affiliate thereof) is entitled to a management fee.
None listed on this filingEDGAR ↗
Sep 30, 2025 D
H. Barton Rise Fund, LLC
File 021-559268
$0$0$0
The Managing Member of the Issuer (or an affiliate thereof) is entitled to a management fee.
None listed on this filingEDGAR ↗
Jun 28, 2023 D/A
H. Barton Venture Select V, LLC
File 021-450748
$0$0$0
The Managing Member of the Issuer (or an affiliate thereof) is entitled to a management fee.
None listed on this filingEDGAR ↗
Jun 29, 2022 D
H. Barton Co-Invest Fund V, LLC
File 021-450739
$0$0$0
The Managing Member of the Issuer (or an affiliate thereof) is entitled to a management fee.
None listed on this filingEDGAR ↗
Apr 28, 2020 D
H. Barton Venture Select IV, LLC
File 021-365856
$0$0$0
The Managing Member of the Issuer (or an affiliate thereof) is entitled to a management fee.
None listed on this filingEDGAR ↗
Apr 22, 2020 D/A
H. Barton Co-Invest Fund IV, LLC
File 021-359368
$0$0$0
The Managing Member of the Issuer (or an affiliate thereof) is entitled to a management fee.
None listed on this filingEDGAR ↗
Jan 30, 2018 D
H. BARTON VENTURE SELECT III, LLC
File 021-304374
$0$0$0
The Managing Member of the Issuer (or an affiliate thereof) is entitled to a management fee.
None listed on this filingEDGAR ↗
Jun 30, 2016 D
H. Barton Co-Invest Fund III, LLC
File 021-266086
$0$0$0
The Managing Member of the Issuer (or an affiliate thereof) is entitled to a management fee.
None listed on this filingEDGAR ↗
Nov 7, 2014 D
H. Barton Venture Select II,LLC
File 021-227948
$0$0$0
The Managing Member of the Issuer (or an affiliate thereof) is entitled to a management fee.
None listed on this filingEDGAR ↗
Sep 29, 2014 D/A
H. Barton Co-Invest Fund II, LLC
File 021-208331
$0$0$0
The Managing Member of the Issuer (or an affiliate thereof) is entitled to a management fee.
None listed on this filingEDGAR ↗
Mar 29, 2012 D/A
H. Barton Co-Invest Fund, LLC
File 021-157650
$0$0$0None listed on this filingEDGAR ↗
Dec 12, 2011 D
H. Barton Venture Select, LLC
File 021-169929
$0$0$0None listed on this filingEDGAR ↗
Jun 17, 2011 D/A
H. Barton Asset Management, LLC
File 021-157649
$0$0$0None listed on this filingEDGAR ↗

Counts come from Form D Items 12–15 on the filings in our index (latest filing per offering; one offering = one SEC file number; an amendment updates its offering rather than adding one). "To insiders" = gross proceeds used for payments to executive officers, directors or promoters. "—" = not reported on that filing. Amounts marked (est.) were reported as estimates. "Paid to sell it" = sales compensation recipients named on that filing (Item 12), each linked to FINRA BrokerCheck when a CRD number is reported.

Counted across all 13 issuers in this group — every filing in our index, latest filing per offering (SEC file number).

Property records 0 documents · 0 ownership records · last checked Oct 24, 2026, 10:16 AM ET · NYC and Cook County lookup still to run

0 recorded documents and 0 ownership records matched to H Barton Venture in the sources searched.

Not found in sources searched as of Oct 24, 2026, 10:16 AM ET: Hillsborough County FL Clerk of Court Official Records daily index (publicrec.hillsclerk.com D/P/M files), 2 daily files (Oct 14, 2026 to Oct 15, 2026) — loaded Oct 23, 2026, 8:59 PM ET; Harris County TX (HCAD ownership rolls 2005–2026) — 1,032,426 records, loaded Oct 24, 2026, 8:00 AM ET; Dallas County TX (DCAD ownership rolls 2021–2027) — 285,535 records, loaded Oct 24, 2026, 8:20 AM ET; Hillsborough County FL (FL DOR 2026 ownership roll + Clerk recorded-document index Oct 14, 2026 to Oct 15, 2026), Miami-Dade County FL (FL DOR 2026 ownership roll), Broward County FL (FL DOR 2026 ownership roll), Palm Beach County FL (FL DOR 2026 ownership roll) — 514,336 records, loaded Oct 24, 2026, 8:25 AM ET; King County WA (Assessor sale records 0000-00-00–2026-10-14; no owner-of-record names published) — 538,619 records, loaded Oct 24, 2026, 8:27 AM ET; Cook County IL (Assessor sale records 1982–2026 + ownership rolls 1999–2026) — 1,263,035 records, loaded Oct 24, 2026, 9:34 AM ET. Still to be looked up for this group: NYC ACRIS via NYC Open Data (Real Property Parties 636b-3b5g, Master bnx9-e6tj, Legals 8h5j-fqxa, Document Control Codes 7isb-wh4c) · NYC PLUTO ownership via NYC Open Data (64uk-42ks) · Cook County IL Assessor via Cook County Open Data (Parcel Sales wvhk-k5uv; Parcel Addresses 3723-97qp). Records in other counties, and recorder indexes we do not yet cover, were not searched.

Property records coverage: New York City (ACRIS recorded documents and PLUTO ownership, looked up per issuer when its page is viewed; re-checked when the page is viewed again more than 30 days after the last check); Harris County TX (ownership only, no deed, mortgage or sale records; HCAD ownership rolls 2005–2026); Dallas County TX (ownership only, no deed, mortgage or sale records; DCAD ownership rolls 2021–2027); Hillsborough County FL (FL DOR 2026 ownership roll + Clerk recorded-document index Oct 14, 2026 to Oct 15, 2026), Miami-Dade County FL (FL DOR 2026 ownership roll), Broward County FL (FL DOR 2026 ownership roll), Palm Beach County FL (FL DOR 2026 ownership roll); King County WA (Assessor sale records 0000-00-00–2026-10-14; no owner-of-record names published); Cook County IL (Assessor sale records 1982–2026 + ownership rolls 1999–2026); also looked up per issuer when its page is viewed. Recorder indexes (party names on deeds, mortgages and liens) in TX, AZ, NV, CA and WA counties and outside the Clerk index in FL, mortgages and liens outside NYC and Hillsborough County, lis pendens and foreclosure notices everywhere, Los Angeles County CA, Clark County NV, New York City bulk pass (not finished; per-issuer lookups only so far), Maricopa County AZ (loader ready; commercial-purpose statement not yet filed), Salt Lake County UT, and all other counties are not covered — not searched. Last refresh by source: NYC ACRIS via NYC Open Data (Real Property Parties 636b-3b5g, Master bnx9-e6tj, Legals 8h5j-fqxa, Document Control Codes 7isb-wh4c) Oct 24, 2026, 9:34 AM ET; Cook County IL Assessor via Cook County Open Data (Parcel Sales wvhk-k5uv; Parcel Addresses 3723-97qp) Oct 24, 2026, 9:34 AM ET; Cook County IL Assessor via Cook County Open Data (Parcel Sales wvhk-k5uv; Parcel Addresses 3723-97qp) Oct 24, 2026, 8:30 AM ET; King County WA Assessor Real Property Sales extract (EXTR_RPSale.csv) Oct 24, 2026, 8:27 AM ET; Florida DOR NAL roll (Palm Beach 60) Oct 24, 2026, 8:25 AM ET; Florida DOR NAL roll (Broward 16) Oct 24, 2026, 8:24 AM ET; Florida DOR NAL roll (Dade 23) Oct 24, 2026, 8:23 AM ET; Florida DOR NAL roll (Hillsborough 39) Oct 24, 2026, 8:21 AM ET; Dallas Central Appraisal District ACCOUNT_INFO.CSV Oct 24, 2026, 8:20 AM ET; Harris County Appraisal District real_acct.txt Oct 24, 2026, 8:00 AM ET; Hillsborough County FL Clerk daily index Oct 23, 2026, 8:59 PM ET. NYC and Cook County are also looked up per issuer when its page is viewed; the most recent such lookup on this site finished Oct 24, 2026, 3:30 AM ET. Parties are named as the recorder's index names them (role suffixes as recorded); no address, account number or trust date is shown for an individual, and individual owners of record (home ownership) are not matched or shown. Items still in human review are not shown.

Issuers in this group

Why each issuer is here is stated in the "Linked by" column. Low-confidence links are never shown — they wait for human review.

SourceIssuerLinked byLocationIndustryFilingsSold (max)InvestorsMin. investment (latest filing)Active
EDGAR ↗HB H. Barton Asset Management, LLCshared people, similar issuer namesMENLO PARK, CAInvesting2$3,750,00025No minimum reported2011–2011
EDGAR ↗HB H. Barton Co-Invest Fund, LLCshared people, similar issuer namesMENLO PARK, CAPooled Investment Fund2$28,675,00034$100,0002011–2012
EDGAR ↗HB H. Barton Venture Select, LLCshared people, similar issuer namesMENLO PARK, CAPooled Investment Fund1$25,450,00022$200,0002011–2011
EDGAR ↗HB H. Barton Co-Invest Fund II, LLCshared people, shared management entity, similar issuer namesMENLO PARK, CAPooled Investment Fund2$46,350,000
offering $46,350,000 · similar: $155,000–$5,250,000
76
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2013–2014
EDGAR ↗HB H. Barton Venture Select II,LLCshared people, shared management entity, similar issuer namesMENLO PARK, CAPooled Investment Fund1$0
offering $150,000,000 · similar: $155,000–$5,250,000
0
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2014–2014
EDGAR ↗HB H. Barton Co-Invest Fund III, LLCshared people, shared management entity, same business address, similar issuer namesSAN FRANCISCO, CAPooled Investment Fund1$0
offering $50,000,000 · similar: $155,000–$5,250,000
0
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2016–2016
EDGAR ↗HB H. BARTON VENTURE SELECT III, LLCshared people, shared management entity, same business address, similar issuer namesSAN FRANCISCO, CAPooled Investment Fund1$0
offering $250,000,000 · similar: $155,000–$5,250,000
0
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2018–2018
EDGAR ↗HB H. Barton Co-Invest Fund IV, LLCshared people, shared management entity, same business address, similar issuer namesSAN FRANCISCO, CAPooled Investment Fund2$52,565,000
offering $60,000,000 · similar: $155,000–$5,250,000
52
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2020–2020
EDGAR ↗HB H. Barton Venture Select IV, LLCshared people, shared management entity, same business address, similar issuer namesSAN FRANCISCO, CAPooled Investment Fund1$0
offering $250,000,000 · similar: $155,000–$5,250,000
0
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2020–2020
EDGAR ↗HB H. Barton Venture Select V, LLCshared people, shared management entity, same business address, similar issuer namesSAN FRANCISCO, CAPooled Investment Fund2$101,462,500
offering $300,000,000 · similar: $155,000–$5,250,000
98
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2022–2023
EDGAR ↗HB H. Barton Co-Invest Fund V, LLCshared people, shared management entity, same business address, similar issuer namesSAN FRANCISCO, CAPooled Investment Fund1$0
offering $60,000,000 · similar: $155,000–$5,250,000
0
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2022–2022
EDGAR ↗HB H. Barton Venture Select VI, LLCshared people, shared management entity, same business address, similar issuer namesSAN FRANCISCO, CAPooled Investment Fund1$0
offering $300,000,000 · similar: $155,000–$5,250,000
0
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2025–2025
EDGAR ↗HB H. Barton Rise Fund, LLCshared people, shared management entity, same business address, similar issuer namesSAN FRANCISCO, CAPooled Investment Fund1$0
offering $40,000,000 · similar: $155,000–$5,250,000
0
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2025–2025

"Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Timeline of offerings

SourceFiledIssuerFormIndustryOfferedSold
EDGAR ↗Sep 30, 2025H. Barton Rise Fund, LLCDPooled Investment Fund$40,000,000$0
EDGAR ↗Sep 30, 2025H. Barton Venture Select VI, LLCDPooled Investment Fund$300,000,000$0
EDGAR ↗Jun 28, 2023H. Barton Venture Select V, LLCD/APooled Investment Fund$300,000,000$101,462,500
EDGAR ↗Jun 29, 2022H. Barton Venture Select V, LLCDPooled Investment Fund$300,000,000$0
EDGAR ↗Jun 29, 2022H. Barton Co-Invest Fund V, LLCDPooled Investment Fund$60,000,000$0
EDGAR ↗Apr 28, 2020H. Barton Venture Select IV, LLCDPooled Investment Fund$250,000,000$0
EDGAR ↗Apr 22, 2020H. Barton Co-Invest Fund IV, LLCD/APooled Investment Fund$60,000,000$52,565,000
EDGAR ↗Jan 30, 2020H. Barton Co-Invest Fund IV, LLCDPooled Investment Fund$30,000,000$0
EDGAR ↗Jan 30, 2018H. BARTON VENTURE SELECT III, LLCDPooled Investment Fund$250,000,000$0
EDGAR ↗Jun 30, 2016H. Barton Co-Invest Fund III, LLCDPooled Investment Fund$50,000,000$0
EDGAR ↗Nov 7, 2014H. Barton Venture Select II,LLCDPooled Investment Fund$150,000,000$0
EDGAR ↗Sep 29, 2014H. Barton Co-Invest Fund II, LLCD/APooled Investment Fund$46,350,000$46,350,000
EDGAR ↗Dec 19, 2013H. Barton Co-Invest Fund II, LLCDPooled Investment Fund$40,000,000$0
EDGAR ↗Mar 29, 2012H. Barton Co-Invest Fund, LLCD/APooled Investment FundIndefinite$28,675,000
EDGAR ↗Dec 12, 2011H. Barton Venture Select, LLCDPooled Investment FundIndefinite$25,450,000
EDGAR ↗Jun 17, 2011H. Barton Asset Management, LLCD/AInvesting$4,500,000$3,750,000
EDGAR ↗Mar 31, 2011H. Barton Co-Invest Fund, LLCDPooled Investment Fund$30,000,000$15,000,000
EDGAR ↗Mar 31, 2011H. Barton Asset Management, LLCDInvesting$3,000,000$2,250,000

Activity: 0 new offerings in the last 12 months across all issuers in this group (new offering = a Form D that is not an amendment, D/A) · most recent filing Sep 30, 2025. Industry history, as reported on each offering's latest filing: Previous offerings: Investing (2011). Latest offering: Pooled Investment Fund (2011–2025; most recent Sep 30, 2025).

People across the group

NameRolesIssuers hereFirst → last listed
HB Harris BartonExecutive Officer, Director13Mar 31, 2011 → Sep 30, 2025
HB H. Barton Asset Management, LLC entityDirector8Dec 19, 2013 → Jun 28, 2023
HB H. Barton Asset Management 2.0, LLC entityDirector2Sep 30, 2025 → Sep 30, 2025

Business registration (state registry / Secretary of State)

None of the 13 issuers has a record in the registries searched.

Registries searched: AL (Alabama Secretary of State — Business Entity Records (arc-sos.state.al.us), searched by issuer name, data as of Oct 24, 2026); CO (Colorado Secretary of State — Business Entities in Colorado (data.colorado.gov), data as of Oct 23, 2026); CT (Connecticut Secretary of the State — Business Registry (data.ct.gov), data as of Oct 24, 2026); FL (Florida Department of State, Division of Corporations — quarterly corporate data file (Sunbiz), data as of Oct 7, 2026); KY (Kentucky Secretary of State — Business Entity Search (sosbes.sos.ky.gov), searched by issuer name, data as of Oct 24, 2026); NY (New York Department of State — Corporations and Other Entities (data.ny.gov: All Filings + Active Corporations), data as of Oct 20, 2026); OR (Oregon Secretary of State — Active Businesses, All (data.oregon.gov), data as of Oct 20, 2026); PA (Pennsylvania Department of State — Registered Businesses, Current (data.pa.gov), data as of Oct 6, 2026); TX (Texas Comptroller — Active Franchise Taxpayers incl. Secretary of State file data (data.texas.gov), data as of Oct 24, 2026). Registries of other states have not been searched: many publish no bulk file and require a CAPTCHA or bot challenge on their search page, which we do not bypass (Delaware, for example, offers no public bulk file). A registry listing is the state's own record of the entity; it says nothing about the offering itself.

Adviser registration (Form ADV)

H. BARTON ASSET MANAGEMENT, LLC — SEC-registered investment adviser · SEC registration status as reported: “Approved” since Jun 29, 2015 · SEC file 801-100358 · Main office: SAN FRANCISCO, CA · IAPD record ↗ · Form ADV filing (PDF) ↗

Regulatory assets under management: $1,481,148,704 as reported on Form ADV filed Mar 31, 2026 (Item 5.F(2)(c)) · 15 accounts (Item 5.F(2)(f))

Websites listed on Form ADV (Item 1.I): BARTONAM.COM ↗

Item 11 disclosure questions as answered on Form ADV filed Mar 31, 2026: 0 of 24 answered “Yes”
  • No — Form ADV Item 11 asks: “Do any of the events below involve you or any of your supervised persons?”
  • No — Form ADV Item 11A(1) asks: “A. In the past ten years, have you or any advisory affiliate: (1) been convicted of or pled guilty or nolo contendere ("no contest") in a domestic, foreign, or military court to any felony?”
  • No — Form ADV Item 11A(2) asks: “A. (2) been charged with any felony?”
  • No — Form ADV Item 11B(1) asks: “B. In the past ten years, have you or any advisory affiliate: (1) been convicted of or pled guilty or nolo contendere ("no contest") in a domestic, foreign, or military court to a misdemeanor involving: investments or an investment-related business, or any fraud, false statements, or omissions, wrongful taking of property, bribery, perjury, forgery, counterfeiting, extortion, or a conspiracy to commit any of these offenses?”
  • No — Form ADV Item 11B(2) asks: “B. (2) been charged with a misdemeanor listed in Item 11.B(1)?”
  • No — Form ADV Item 11C(1) asks: “C. Has the SEC or the Commodity Futures Trading Commission (CFTC) ever: (1) found you or any advisory affiliate to have made a false statement or omission?”
  • No — Form ADV Item 11C(2) asks: “C. (2) found you or any advisory affiliate to have been involved in a violation of SEC or CFTC regulations or statutes?”
  • No — Form ADV Item 11C(3) asks: “C. (3) found you or any advisory affiliate to have been a cause of an investment-related business having its authorization to do business denied, suspended, revoked, or restricted?”
  • No — Form ADV Item 11C(4) asks: “C. (4) entered an order against you or any advisory affiliate in connection with investment-related activity?”
  • No — Form ADV Item 11C(5) asks: “C. (5) imposed a civil money penalty on you or any advisory affiliate, or ordered you or any advisory affiliate to cease and desist from any activity?”
  • No — Form ADV Item 11D(1) asks: “D. Has any other federal regulatory agency, any state regulatory agency, or any foreign financial regulatory authority: (1) ever found you or any advisory affiliate to have made a false statement or omission, or been dishonest, unfair, or unethical?”
  • No — Form ADV Item 11D(2) asks: “D. (2) ever found you or any advisory affiliate to have been involved in a violation of investment-related regulations or statutes?”
  • No — Form ADV Item 11D(3) asks: “D. (3) ever found you or any advisory affiliate to have been a cause of an investment-related business having its authorization to do business denied, suspended, revoked, or restricted?”
  • No — Form ADV Item 11D(4) asks: “D. (4) in the past ten years, entered an order against you or any advisory affiliate in connection with an investment-related activity?”
  • No — Form ADV Item 11D(5) asks: “D. (5) ever denied, suspended, or revoked your or any advisory affiliate's registration or license, or otherwise prevented you or any advisory affiliate, by order, from associating with an investment-related business or restricted your or any advisory affiliate's activity?”
  • No — Form ADV Item 11E(1) asks: “E. Has any self-regulatory organization or commodities exchange ever: (1) found you or any advisory affiliate to have made a false statement or omission?”
  • No — Form ADV Item 11E(2) asks: “E. (2) found you or any advisory affiliate to have been involved in a violation of its rules (other than a violation designated as a "minor rule violation" under a plan approved by the SEC)?”
  • No — Form ADV Item 11E(3) asks: “E. (3) found you or any advisory affiliate to have been the cause of an investment-related business having its authorization to do business denied, suspended, revoked, or restricted?”
  • No — Form ADV Item 11E(4) asks: “E. (4) disciplined you or any advisory affiliate by expelling or suspending you or the advisory affiliate from membership, barring or suspending you or the advisory affiliate from association with other members, or otherwise restricting your or the advisory affiliate's activities?”
  • No — Form ADV Item 11F asks: “F. Has an authorization to act as an attorney, accountant, or federal contractor granted to you or any advisory affiliate ever been revoked or suspended?”
  • No — Form ADV Item 11G asks: “G. Are you or any advisory affiliate now the subject of any regulatory proceeding that could result in a "yes" answer to any part of Item 11.C., 11.D., or 11.E.?”
  • No — Form ADV Item 11H(1)(a) asks: “H. (1) Has any domestic or foreign court: (a) in the past ten years, enjoined you or any advisory affiliate in connection with any investment-related activity?”
  • No — Form ADV Item 11H(1)(b) asks: “H. (1)(b) ever found that you or any advisory affiliate were involved in a violation of investment-related statutes or regulations?”
  • No — Form ADV Item 11H(1)(c) asks: “H. (1)(c) ever dismissed, pursuant to a settlement agreement, an investment-related civil action brought against you or any advisory affiliate by a state or foreign financial regulatory authority?”
  • No — Form ADV Item 11H(2) asks: “H. (2) Are you or any advisory affiliate now the subject of any civil proceeding that could result in a "yes" answer to any part of Item 11.H(1)?”

Answers as filed by the adviser on Form ADV Part 1A, Item 11; question text quoted from the form. Details of each “Yes” are in the Disclosure Reporting Pages of the Form ADV (PDF) ↗.

Matched on issuer name = adviser name, SEC CIK on Form ADV = issuer CIK · Form ADV data: SEC Investment Adviser Information Report (SEC-registered advisers), file dated 2026-10-02, loaded Oct 23, 2026, 8:39 PM ET · IAPD record last checked Oct 23, 2026, 8:36 PM ET

Meta advertising

No Meta Pixel ids or Facebook / Instagram page links on file for H Barton Venture as of Oct 24, 2026 — the sponsor website is read for them once it is on file (runs automatically). Meta Ad Library: not searched by PartnerFacts (no API access); a one-tap Ad Library search is under Look further.

Other offering types (Regulation A and Regulation Crowdfunding)

Searched SEC Regulation A Data Sets (Forms 1-A, 1-K, 1-Z; 2015 Q2 → 2026 Q3); SEC Crowdfunding Offerings Data Sets (Form C family; 2016 Q2 → 2026 Q3); EDGAR form index for 2026 Q3 → 2026 Q4 (51,358 records as of Oct 23, 2026, 8:41 PM ET) — nothing matched this name.

Public profiles and social

No website or social profile named in H Barton Venture's SEC filings (Form C, Reg A, Form ADV; checked Oct 24, 2026). Web search for this name: #122,679 of 374,652 in line (1,386 issuers searched so far). One-tap searches: Look further ↓

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Social and web

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Courts

CourtListener / RECAP (federal) ↗PACER case locator (federal, login) ↗California — find the county court ↗Los Angeles Superior Court case search ↗

Securities regulators

SEC EDGAR full-text search ↗SEC action look-up ↗FINRA BrokerCheck ↗SEC IAPD adviser search ↗

Business registries

California Secretary of State business search ↗OpenCorporates ↗