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BARCA CAPITAL, LLC

WEST NEWTON, MA · CRD 263786 · IAPD ↗ · barcacapital.com · 415-992-6334

$439.0MRegulatory AUM
2Advisory reps
3Employees
0Clients
n/aPlanning clients
1Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

33
April 2026 — BARCA CAPITAL, LLC moved its main office from NEWTON, MA to WEST NEWTON, MA.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
50
April 2026 — BARCA CAPITAL, LLC reported RAUM up 35% ($324.5M -> $439.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
51
April 2024 — BARCA CAPITAL, LLC reported RAUM up 40% ($204.5M -> $287.3M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.