Form D · Other Investment Fund

Barton Fund LLC

West Chester, PA · CIK 0001683658

Offering snapshot reported Jul 30, 2026 · SEC filing

Reported sold
$71.8M
Indefinite offering
Investors reported
67
Form D · investor count
Minimum accepted
$250K
Reported outside-investor minimum
First sale
Dec 1, 2018
As reported in this filing

What changed?

Latest filing versus its linked predecessor, where available.

  • Reported investors0 → 67

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Jul 30, 2026Amendment$71,795,812No comparison67SEC filing
Oct 18, 2018InitialYet to sellNo comparison0SEC filing

Offering details

Securities
Pooled investment fund
Exemptions
06b
Duration over one year
Yes
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-323853

Source: Form D, filed Jul 30, 2026. Minimum accepted may differ from a standard advertised minimum.

Fund connections

No confirmed ADV fund connection is available for this issuer.

People & organizations

Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.

People and organizations reported in Form D filings
NameReported role
Roger Chiang Executive, Promoter
Richard Gates Executive, Promoter
Kevin Gates Executive, Promoter
Steven Soles Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
121 N Walnut St Ste 310
West Chester, PA, 19380