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Barings LLC

300 S. Tryon Street; Suite 2500
Charlotte, North Carolina 28202
United States
Contact :      David Harlow
Phone :       704-805-7200
Fax :             704-805-7376
Email :
Web : 

Barings LLC Information

Type of organization : Limited Liability Company
Total Assets Managed ($Mil) : $160,071
Tax-Exempt Managed ($Mil) : $44,830
Taxable Assets Managed ($Mil) : $212,848
Year Founded : 1940
Wrap Programs Offered? : No
# of Accounts Managed : 432
In-House Research : 80 %
Carries liability insurance? : Yes
Errors & Omission Insurance? : Yes
Socially Responsible? : Yes
Minority Owned? : No
Wrap Program Description  
In $ Thousands

Barings LLC History

The origin of Barings follows the paths of two early pioneers in investments and financing – Baring Asset Management Limited (“BAML”) and Babson Capital Management LLC (“Babson”). BAML traces its roots to 1762 when the Baring brothers founded a merchant and banking firm in London. BAML was one of the first U.K. firms to form an investment department in 1955. On the other side of the Atlantic, Babson, through its predecessor, David L. Babson & Company, Inc., was founded in 1940. Both companies were acquired by Massachusetts Mutual Life Insurance Company - Babson in 1995 and BAML in 2004. In July 2016, BAML became an indirect, wholly-owned subsidiary of Babson, which changed its name to Barings LLC in September 2016.

Assets by Client Category Professional Categories
Assets   # of Clients Amount ($Mil)  
Individuals/Trusts :
Limited Partnership :
Foundations :
Unions, Taft-Hartley :
Public :
Others :
Total # of Professional : 439 Analysts : 329
Portfolio Managers : 89 Traders : 21
Client Service : 0 Operation : 0

Barings LLC Personnel

Mr.  Chris Howard

Data Preparer
Tel : 980-417-5499

Mr.  Jeffrey Stammen

Client Contact
Tel : 917-542-8308

Mr.  James Bode

Portfolio Manager
Tel : 617 209 2224
After graduating Northeastern University, Jim has spent most of his professional career in Financial Services, mainly in Sales capacities. While Jim was a Mutual Fund Wholesaler. he developed a business relationship with Ben Bode, who he had known previously at Northeastern, where they were both Varsity athletes. Ben and Jim formed a team within Merrill Lynch, before launching Beck Bode Wealth Management in 2013. Jim and his wife are proud parents of three children, and he volunteers as a Youth Baseball Coach.

Barings LLC Product Name

Barings Active Short Duration:Privately Managed Accounts
Barings Core Fixed Income:Privately Managed Accounts
Barings U.S. High Yield Bonds:Privately Managed Accounts
Barings Core Plus Fixed Income:Privately Managed Accounts
Barings U.S. Senior Secured Loans:Privately Managed Accounts
Barings U.S. Investment Grade Corporate Credit:Privately Managed Accounts
Report Created: March,28 2020.  Copyright Money Manager Review , All rights Reserved.

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