Baffin Advisors LLC
Firm details
- Headquarters
- ,
- CRD number
- 151202
- Registered since
- August 20, 2009
- Website
- www.baffinadvisors.com
- Custodians
- J.P. MORGAN SECURITIES INC., MORGAN STANLEY & CO. LLC, MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
- Fee structure
- Percentage of AUM
- Client types
- HNWI100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Baffin Advisors LLC is a small SEC-registered investment adviser formed in 2009 that focuses on fee-based portfolio management for individual and family clients and small businesses. The firm charges a percentage-of-assets fee and tilts heavily to publicly traded equities and exchange-traded strategies, using separately managed account (SMA) structures and broker-dealer custody relationships to deliver customized equity allocations. Baffin is not positioned as an ESG-driven allocator and does not list pension consulting or institutional capital-allocation activities; its client base is concentrated among high-net-worth individuals and families.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities75%
- Investment Grade Corp Bonds10%
- US Government Bonds9%
- Non-Investment Grade Corp Bonds5%
- Cash & Cash Equivalents1%
Contacts
1 of 1
Martin Anidjar
Managing PartnerCRD 3188053
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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