Institutional
    SEC Registered

    Barksdale Investment Management

    Registered investment advisor · Nashville, Tennessee · CRD #105098

    Assets Under Management
    $3.4B
    Client Accounts
    118
    Employees
    13
    CRD Number
    105098
    Registration
    SEC Registered
    Custodian
    Morgan Stanley Financial Services, Bank Of New York Mellon, Amalgamated Bank, U S Bank

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Barksdale Investment Management

    Founded in 1984, Barksdale Investment Management is a boutique institutional investment management firm offering core, core-plus, intermediate-duration, short-duration, enhanced-cash, high-yield and equity strategies. The firm's investment philosophy, which relies on multiple sources of alpha with a focus on capital preservation, has served clients through decades of interest rate, economic and credit cycles. Barksdale is 100% employee-owned and a certified Women's Business Enterprise. To learn

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Barksdale Investment Management

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    Frequently Asked Questions

    What is Barksdale Investment Management's AUM?

    Barksdale Investment Management reports approximately $3.4B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Barksdale Investment Management headquartered?

    Barksdale Investment Management is headquartered in Nashville, Tennessee.

    What is Barksdale Investment Management's CRD number?

    Barksdale Investment Management's CRD number is 105098. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Barksdale Investment Management manage?

    Barksdale Investment Management manages approximately 118 client accounts according to its latest SEC filing.

    Is Barksdale Investment Management SEC registered?

    Yes, Barksdale Investment Management is registered with the SEC as an investment adviser with an approved registration status.

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