Form D · Private Equity Fund

H. Barton Co-Invest Fund, LLC

Menlo Park, CA · CIK 0001515786

Offering snapshot reported Mar 29, 2012 · SEC filing

Reported sold: $28.7M
Investors reported: 34
Minimum accepted: $100K
First sale: Mar 21, 2011

Fundraising history

Reported sold

Dates are filing dates, not cash receipt dates. Decreases are reported revisions, not evidence of withdrawals. Separate offering histories are not added together.

What changed?

Latest filing versus its linked predecessor, where available.

Reported sold$15,000,000 → $28,675,000
Reported investors15 → 34

Filing history

Scroll to see all columns →

Filed	Filing type	Reported sold	Change vs linked filing	Investors	Source
Mar 29, 2012	Amendment	$28,675,000	$13,675,000vs Mar 31, 2011	34	SEC filing
Mar 31, 2011	Initial	$15,000,000	No comparison	15	SEC filing

Offering details

Securities: Pooled investment fund
Exemptions: 06, 3C, 3C.1
Duration over one year: No
Business combination: No

Sales commissions: $0
Finders' fees: $0
Form D file number: 021-157650

Source: Form D, filed Mar 29, 2012. Minimum accepted may differ from a standard advertised minimum.

Fund connections

The linked fund shows its most recently reported ADV details.

Matched by reported Form D file number

H. BARTON CO-INVEST FUND, LLC

Investment adviser: H. BARTON ASSET MANAGEMENT, LLC

Gross asset value: $55.6M
Beneficial owners: 42
ADV minimum commitment: $50K

Reported in Form ADV on Mar 31, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator GOLDEN GATE ASSOCIATES SAN FRANCISCO, California, United States Investor statements: No (provided to no investors) Related to adviser: No

Auditor BAKER TILLY US, LLP CHICAGO, Illinois, United States

Custodian MORGAN STANLEY SMITH BARNEY LLC WALNUT CREEK, California, 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

BAKER TILLY US, LLP
PCAOB 23

MORGAN STANLEY SMITH BARNEY LLC
SEC 8-68191

Filing source

Form ADV 2086302 · Mar 31, 2026 · Schedule D 7.B.(1), fund 805-7386410170

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

Related funds

Funds whose names form a numbered series with this one and that share its city or the name of a related person. Form D does not state how these funds are related.

Fund	Latest Form D	Reported sold	Investors
H. Barton Co-Invest Fund, LLC (this fund)	Mar 29, 2012	$28,675,000	34
H. Barton Co-Invest Fund II, LLC	Sep 29, 2014	$46,350,000	76
H. Barton Co-Invest Fund III, LLC	Jun 30, 2016	Yet to sell	0
H. Barton Co-Invest Fund IV, LLC	Apr 22, 2020	$52,565,000	52
H. Barton Co-Invest Fund V, LLC	Jun 29, 2022	Yet to sell	0

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
Name	Reported role
Harris Barton	Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:

2882 Sand Hill Road Suite 241
Menlo Park, CA, 94025