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Barden Capital Management, Inc.
Barden Capital Management, Inc. is an independent registered investment adviser based in Austin, Texas. Founded in 2006, the firm provides personalized investment management solutions tailored for individual and institutional clients. The firm specializes in tailored portfolio management, goal-based asset allocation, and extensive research-driven equity selection. As of 2025, it manages over $114 million in client assets and operates with a focused team of professionals serving a diverse client base.
Investment Strategy
Barden Capital Management, Inc. employs a personalized, goal-based investment approach for each client. Its strategy focuses on customized asset allocation matched to clients' long-term financial objectives. The firm builds private investment portfolios, allowing for greater tax management flexibility and lower portfolio costs compared to mutual funds. Equity selection is performed through proprietary and external research, refined over years of institutional money management experience, with an emphasis on personalized service and each client's unique needs.
Latest 13F Filing Activity
Barden Capital Management, Inc. filed their most recent 13F report on Jun 30, 2025 disclosing 56 equity positions with a total 13F market value of $114M. The fund increased holdings in Schwab Strategic TR, Ishares TR, Nvidia Corporation among other positions. Barden Capital Management, Inc. reduced exposure to Schwab Strategic TR, JPMorgan Chase & Co., Monster Beverage Corp. New among others.
Top Holdings
Equity Positions (56)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SCHF | SCHWAB STRATEGIC TR | 7.05% | $8.0M | 364,241 | $19.84 | $22.10 | +$3.5M |
S SCHX | SCHWAB STRATEGIC TR | 5.87% | $6.7M | 274,107 | $18.31 | $24.44 | +$491.6K |
N NVDA | NVIDIA CORPORATION | 5.04% | $5.7M | 36,374 | $30.95 | $157.99 | +$1.7M |
S SPGM | SPDR INDEX SHS FDS | 4.42% | $5.0M | 73,085 | $55.76 | $69.00 | +$450.2K |
M MSFT | MICROSOFT CORP | 3.86% | $4.4M | 8,845 | $330.62 | $497.41 | +$959.5K |
Industry Allocation
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