BARES CAPITAL MANAGEMENT, INC.

Advisory Business

Type of Organization	Corporation
Fiscal Year End	DECEMBER
Legal Location	Texas, United States

Employees

Total Number of Employees	13
Investment Advisory/Research	9
Registered Broker-Dealer Representatives	0
Registered State Investment Advisers	5
Licensed Agents of an Insurance Company	0
No. of Firms/People that Solicit Clients	0

RAUM

Provides Management of Securities Portfolios	Yes

Type	Accounts	RAUM
Discretionary	37	$2.7B
Non-Discretionary	0	$0
Total	37	$2.7B

Clients

Type	Number	RAUM
Individuals	0	$0
HNW Individuals	9	$18.9M
Banking or thrift institutions	0	$0
Investment companies	2	$373.6M
Business development companies	0	$0
Pooled investment vehicles	5	$2.0B
Pension and profit sharing plans	7	$226.6M
Charitable organizations	14	$135.9M
State or municipal gov entities	0	$0
Other investment advisers	0	$0
Insurance companies	0	$0
Sovereign wealth funds and foreign official institutions	0	$0
Corporations or other businesses	0	$0
Other	0	$0

Type	Number
No. of Non-RAUM Clients	0
No. of Non-U.S. Clients	13

Services

Advisory Services	Portfolio management for individuals and/or small businessesPortfolio management for investment companiesPortfolio management for pooled investment vehiclesPortfolio management for businesses or institutional clients
Compensation	% of AUMPerformance-based fees

Identifiers

SEC RIA File Number	801-63780
SEC ERA File Number	801-63780
SEC CIK Numbers	1340807
SEC CRD Numbers	114428
Legal Entity Identifier	None

Principal Office

12600 HILL COUNTRY BLVD
SUITE R-230
AUSTIN
TX
United States

Websites

Chief Compliance Officer

No. Employees, Historic

RAUM, Historic

No. Clients, Historic