Abaris Investment Management

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
1
Advisory reps
1

Firm details

Headquarters
Bloomfield Hills, Michigan
CRD number
175145
Fee structure
Percentage of AUM, Fixed Fees
Services
Portfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Abaris Investment Management is organized as a limited liability company and is classified in FINTRX as an institutional registered investment adviser owned by an individual. Its documented advisory focus is portfolio management for businesses and institutions rather than retail households. Fee arrangements reported include both a percentage-of-assets-under-management component and the ability to charge fixed fees. The profile indicates several operational characteristics: the firm is not a multi-state adviser, is not identified as an active ESG investor, does not serve as a pension consultant, and is not listed as a capital allocator or related adviser in the source data. It is also not flagged as a newly formed adviser.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • Mustan Sakarwala

    MemberCRD 6005865

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Bloomfield Hills, MI

Oakland

Location

Bloomfield Hills, MI

Headquartered in Bloomfield Hills, MI, anchoring the Detroit-Warren-Ann Arbor, MI metro in the Midwest.

Metro area
Detroit-Warren-Ann Arbor, MI
Region
Midwest
County
Oakland
Address
7 W Square Lake Rd
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth