Investment adviser · CRD 105098

BARKSDALE INVESTMENT MANAGEMENT

Investment adviser filing (IA)

WEAVER C. BARKSDALE & ASSOCIATES, INC.

NASHVILLE, TN, United States · Form ADV filed Jul 14, 2026

Regulatory AUM
$3.01B
Form ADV · Item 5.F
Client accounts
112
Accounts, not individual clients
Employees
13
Reported in this filing
Advisory professionals
8
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
Retirement plans18$1,223,333,02140.7%
Insurance companies4$445,861,32114.8%
Government entities8$435,169,58514.5%
Corporations & businesses6$374,729,47612.5%
Charities12$346,555,54911.5%
Other investment advisers5$180,540,2706.0%
High-net-worth individuals1$147,5060.0%
Filing source

Form ADV 2119380 · Jul 14, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

1 Private fund

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

PARTHENON SHORT MATURITY HIGH YIELD BOND FUNDOther Private Fund · Last reported May 17, 2016$2.69MGross asset value

Form D fundraising filings

Parthenon Short Maturity High Yield Bond Fund, LP

Fund administrator NOTTINGHAM INVESTMENT ADMINISTRATION ROCKY MOUNT, North Carolina, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor LATTIMORE, BLACK, MORGAN & CAIN, P.C. BRENTWOOD, Tennessee, United States
Custodian REGIONS BANK NASHVILLE, Tennessee, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No
Fund details & source
Fund ID
805-6590089516
Reported beneficial owners
11
Minimum commitment
$250K
Form D file number
021-215559

Form ADV 1018004 · May 17, 2016 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Jul 14, 2026. View historical filings

Reported services

Individual portfolio management · Business portfolio management

Compensation

Percentage of assets

Principal office

40 BURTON HILLS BLVD, SUITE 230
NASHVILLE, TN, 37215-6104, United States

CRD 105098

Filing source

Form ADV 2119380 · Jul 14, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.