BeirnE.

RIASEC RegisteredEst. 2013
Total AUM
$2.3B
Discretionary
$677M
30% of AUM
Avg account
$1.5M
Accounts
1,460
Employees
9
Advisory reps
6

Firm details

Headquarters
Shelton, Connecticut
CRD number
167103
Registered since
February 1, 2013
Website
www.beirnegroup.com
Custodians
NATIONAL FINANCIAL SERVICES LLC
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • State / Municipal Government85.21%
  • HNWI8.39%
  • Individuals3.19%
  • Corporations / Businesses2.79%
  • Charitable Organizations0.31%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

BeirnE. is an independent registered investment advisor organized as an LLC and SEC-registered since 2013. The firm presents itself as a capital allocator that serves both individual and family clients as well as institutional accounts. Its advisory services include financial planning, portfolio management for individuals, small businesses and institutions, and the selection of third‑party advisers. Compensation structures combine percentage-of-AUM fees and fixed fees. BeirnE. does not position itself as an active ESG investor and is not designated as a multi-state adviser. The firm was named among FA Magazine’s Top RIA Firms in 2020.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

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

Asset composition

Asset composition: Private Funds 40%, Public Funds/Mutual Funds 28%, Exchange Traded Equities 25%, Cash & Cash Equivalents 3%, US Government Bonds 2%, Investment Grade Corp Bonds 1%, Derivatives 1%40%
  • Private Funds40%
  • Public Funds/Mutual Funds28%
  • Exchange Traded Equities25%
  • Cash & Cash Equivalents3%
  • US Government Bonds2%

Owners & executives

3 of 3
  • Dennis Grubelic

    Dennis Grubelic

    Chief Compliance OfficerCRD 2376725

  • John Beirne

    John Beirne

    Founding Partner and Chief Investment OfficerCRD 17064

  • Richard Defrancesco

    Chief Operating OfficerCRD 7351374

Contacts

3 of 3
  • Lindsey Allard

    Lindsey Allard

    PartnerCRD 5035699

  • Joseph Malanga

    Joseph Malanga

    Junior AssociateCRD 8199921

  • John-oliver Beirne

    John-oliver Beirne

    Partner, PresidentCRD 5737703

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 48

Active vs passive

$459M in ETFs

Passive

99%

$457M

Active

1%

$2.8M

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES RUSSELL 1000 VALUE ETF (IWD)BlackRockPassiveLarge Value$65.9M271,74114.35%
Unlock additional holdings →

Location

Primary office

Shelton, CT

Fairfield

Location

Shelton, CT

Headquartered in Shelton, CT, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
Fairfield
Address
3 Enterprise Dr
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth