EB
Eric S. Barlow
ANDINA FAMILY OFFICES
Lehi, UT 84043
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CRD#: 2243431
EB
Professional summary
Eric Stephan Barlow, ChFC®, who also goes by Eric S Barlow, Eric Barlow, is a registered financial advisor currently at ANDINA FAMILY OFFICES located in Lehi, Utah.
Eric is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1992. Eric has worked at 4 firms and has passed the Series 65, Series 63, Series 22 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Eric S Barlow | Eric Barlow
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Mr. Barlow in one or more companies may: (i) be a member on the Board of Directors and/or an officer or partner in which they have other managerial duties; (ii) a member of the Investment Committee; (iii) act simply as a passive shareholder; and/or (iv) provide additional services as a representative of that entity. These personal business interests are separate and distinct from the operations of Andina, including certain advising and consulting activities that are beyond the scope of services we provide. Those private funds that Mr. Barlow are involved in are listed as follows:
Andina Partners, LLC - Andina Partners is a Delaware Limited Liability Company organized to act as the General Partner with responsibility for operational management oversight and control over the affairs of several private Limited Partnerships. Andina Partners is wholly owned by two separate entities that are in turn owned by Mr. Barlow and Mr. Belliston. Through these entities, Mr. Barlow and Mr. Belliston, serve as the Managing Members of Andina Partners.
Andina Research Partners, LLC - Andina Research Partners is a Utah Limited Liability Company organized to act as the General Partner with responsibility for operational management oversight and control over the affairs of private Limited Partnerships. Andina Research Partners is wholly owned by two separate entities that are in turn owned by Mr. Barlow and Mr. Belliston and Scipio Labyrinth, LLC. Mr. Barlow and Mr. Belliston serve as Managing Members of Andina Research Partners.
Blue Field Income I GP, LLC - Blue Field Income I GP is a Utah Limited Liability Company organized to act as the General Partner with responsibility for operational management oversight and control over the affairs of Blue Field Income Fund I, LP, Blue Field Legacy Fund, LP, Blue Field Development Fund I, LP, and Blue Field Senior Fund, LP. Mr. Barlow and Mr. Belliston each have a 25% ownership in the Blue Field Income I GP, LLC.
K Fund Capital Management, LLC - K Fund Capital Management is a Delaware Limited Liability Company organized to act as the General Partner with responsibility for operational management oversight and control over the affairs of The K Fund, LP. Mr. Barlow and Mr. Belliston each have a 33% ownership in the K Fund Capital Management, LLC.
Mercatus Partners, LLC - Mercatus Partners, LLC is a Utah limited Liability Company organized to act as the General Partner with responsibility for operational management oversight and control over the affairs of Mercatus Partners Strategic Opportunity Zone Investment Fund, LLC and Mercatus Strategic Opportunities Fund I, LLC. Mr. Barlow and Mr. Belliston each have 33.3% ownership in Mercatus Partners, LLC.
CRS (Client Relationship Summary) - RIA
Click below to view Eric Stephan Barlow's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
Experience
Current
January 10, 2019 - Present
ANDINA FAMILY OFFICES
Office #1: Thanksgiving Business Park 2600 Executive Parkway, Suite 451, Lehi, UT 84043RIA
CRD#: 151762
Lehi, UT
Past
February 10, 2012 - December 31, 2018
ANDINA FAMILY OFFICES
RIA
CRD#: 151762
SAN DIEGO, CA
Past
February 22, 2007 - March 20, 2008
INTERMOUNTAIN FINANCIAL SERVICES, INC.
BD
CRD#: 15386
HEBER CITY, UT
Past
May 29, 1992 - May 1, 1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY
BD
CRD#: 5181
BOSTON, MA
Past
May 29, 1992 - May 10, 2000
SIGNATOR INVESTORS, INC.
BD
CRD#: 468
BOSTON, MA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
AF
ANDINA FAMILY OFFICES
ALBION CAPITAL MANAGEMENT, LLC | ANDINA FAMILY OFFICES | ANDINA CAPITAL MANAGEMENT, LLC | ANDINA ADVISORS
CRD#: 151762 / SEC#: 801-80633
RIA
Registered Investment Advisory firm - (12/5/2014 Approved)California
Registered Investment Advisory firm - (1/14/2015 Terminated)Utah
Registered Investment Advisory firm - (12/16/2014 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
California(1/11/2019)
IAR
Utah(1/10/2019)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
AF
ANDINA FAMILY OFFICES
ALBION CAPITAL MANAGEMENT, LLC | ANDINA FAMILY OFFICES | ANDINA CAPITAL MANAGEMENT, LLC | ANDINA ADVISORS
CRD#: 151762 / SEC#: 801-80633
RIA
Registered Investment Advisory firm - (12/5/2014 Approved)California
Registered Investment Advisory firm - (1/14/2015 Terminated)Utah
Registered Investment Advisory firm - (12/16/2014 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Thanksgiving Business Park 2600 Executive Parkway, Suite 451, Lehi, UT 84043
Mailing Address
Phone number
(801) 653-0564
Established
Firm type
Fiscal year end
# of Employees
18
SEC notice filing (7 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 3,341 |
| AUM (Assets Under Management) | $ 1,016,634,723 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
