Abaris Investment Management
Firm details
- Headquarters
- Bloomfield Hills, Michigan
- CRD number
- 175145
- Website
- www.abarisllc.com
- Fee structure
- Percentage of AUM, Fixed Fees
- Services
- Portfolio Management for Institutional Clients
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1Mustan Sakarwala
MemberCRD 6005865
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
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