E. S. Barr & Company
esbarr.com Direct investor
E. S. Barr & Company is an independent, privately held investment management firm established in 1992 and located in Lexington, Kentucky. It manages over $1 billion of assets for high net worth individuals, families, and institutions, investing in publicly traded securities.
E. S. Barr & Company is an asset manager headquartered in Lexington, United States, founded in 1992. It invests directly in companies. Over $1 billion under management, as it reports.
“We are patiently seeking to invest in individual high-quality publicly traded businesses at a discount to our estimate of their value.”
— E. S. Barr & Company, own website
- Layer
- Direct investor
- Type
- Asset manager
- Stage
- Not stated
- Headquarters
- Lexington, United States
- Invests in
- global
- Founded
- 1992
- Assets under management
- over $1 billion
Team, as E. S. Barr & Company publishes it
- Edward S. Barr Founder and President
- Lilian Ball responsible for the firm’s compliance program
- Josh Buckman responsible for researching individual holdings as well as portfolio management
- Caswell Fuller responsible for Client Service and Business Development
- Margaret Gess engaged in all facets of the company, with an emphasis on compliance
- Ryan Kelsch responsible for Client Service and Business Development
- Jake Keys responsible for researching individual holdings as well as portfolio management
- Madison McCrady oversees client services, office management, and general administrative operations
Names and roles exactly as listed on esbarr.com. Nothing else about these people is recorded.
Most shared portfolio companies with
Derived from portfolio pages both investors publish themselves: each pair below lists at least one company in common. 9 investors with a shared portfolio company. A shared company is not proof they invested together in the same round.
- Galliott Capital Advisors, LLC 1 shared company: rjf.com
- AWM | The Athlete Family Office 1 shared company: schwab.com
- Canal Capital Management 1 shared company: schwab.com
- Gotham Asset Management, LLC 1 shared company: schwab.com
- Magnus Financial Group LLC 1 shared company: schwab.com
- Oberweis Asset Management 1 shared company: schwab.com
- Ocean Pacific Investments 1 shared company: schwab.com
- RiverNorth Capital Management, LLC 1 shared company: schwab.com
- Cottonwood Wealth Strategies, LLC 1 shared company: fccaccessonline.com
Where this comes from
Every fact above was read from a page E. S. Barr & Company publishes itself. Nothing is taken from third-party databases. Investment activity (deals, co-investors) is not yet recorded.
- https://www.esbarr.com/name, hq_country, hq_city, founded, status, confidence
- https://www.esbarr.com/investment-management-firm/is_investor, layer, type, stage_min, stage_max, sectors, cheque_size, thesis_quote, description, aum, portfolio_count
- https://www.esbarr.com/portfolio-performance/invests_in_geographies
- https://www.esbarr.com/our-portfolio-management-team/people
Record 8321 · added 2026-09-29 · link last verified 2026-10-21 · confidence high
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