Barnai Asset Management

Overview

Barnai Asset Management is a small, fee-based advisory firm that focuses on portfolio management for individuals and small businesses. The firm’s client base is concentrated on individual and family accounts and it runs a percentage-of-AUM pricing model supplemented by other fee arrangements. Investment activity centers on broadly diversified, public mutual funds and pooled vehicles, with an expressed tilt toward ESG-aware strategies—Barnai identifies as an active ESG investor and appears to incorporate environmental, social and governance considerations into manager selection and portfolio construction. Given the asset mix and client profile, Barnai acts as a discretionary portfolio manager for most clients and favors delegated manager solutions and mutual-fund-driven allocations rather than heavy single-stock concentrations. The firm’s classification and small scale suggest a hands-on relationship model with clients and selective use of external managers when implementing real estate or other alternative exposures.

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Investments & Alternatives

Location & Offices