Bartholomew & Company Launches Hybrid RIA, Marking the Next Step in its Long-Term Growth Strategy

Bartholomew & Company has launched as an independent hybrid RIA overseeing about $6B in client assets. The firm will continue relationships with Commonwealth and LPL, which may support continuity in platform and liquidity access. Overall this appears more like a corporate structural update than a material market-moving development.

Analysis

Bartholomew & Company has launched as an independent hybrid RIA overseeing about $6B in client assets. The firm will continue relationships with Commonwealth and LPL, which may support continuity in platform and liquidity access. Overall this appears more like a corporate structural update than a material market-moving development.