BIRINYI ASSOCIATES, INC.
Firm details
- Headquarters
- WESTPORT, Connecticut
- CRD number
- 107169
- Registered since
- August 30, 1990
- Website
- birinyi.com
- Custodians
- RBC CAPITAL MARKETS, LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Subscription Fees, Fixed Fees
- Client types
- HNWI95.38%
- Corporations / Businesses4.23%
- Individuals0.4%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional ClientsPublication of Periodicals
Firm profile
FINTRXOverview
Birinyi Associates, Inc. is a corporation that has been SEC-registered since 1990 and is individually owned. The firm advises both individual/family clients and institutional accounts, providing portfolio management for individuals, small businesses and institutions, and producing published market commentary or newsletters. Fee arrangements are flexible and include a percentage-of-AUM model as well as hourly billing, subscription and fixed-fee options. The firm does not identify as an active ESG investor and is not structured as a multi-state adviser or pension consultant.
Assets & Accounts
Public Holdings
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
Asset composition
- Exchange Traded Equities92%
- Cash & Cash Equivalents8%
Owners & executives
1 of 1JEFFREY RUBIN
President, CIOCRD 4941263
Contacts
1 of 1JENNIFER RUBIN
TreasurerCRD 7852158
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 10Active vs passive
$52.4M in ETFs
100%
$52.4M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $32.5M | 50,015 | 62.10% |
Location
WESTPORT, CT
FAIRFIELD
Location
WESTPORT, CT
Headquartered in WESTPORT, 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
- 59 Wilton Rd
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
AUGUST WEALTH ADVISORS LLC
RIAWESTPORT, CT
LONGWALL FAMILY OFFICE
RIAWESTPORT, CT
JGB CAPITAL MANAGEMENT L.P.
RIAWESTPORT, CT
YAKIRA CAPITAL MANAGEMENT, INC.
RIAWESTPORT, CT
BRIGHTLIGHT CAPITAL
RIAWESTPORT, CT
NORTHLIGHT CAPITAL PARTNERS
RIAWESTPORT, CT