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 an independent, SEC-registered advisory corporation founded in 1990 and owned by an individual. The firm serves both individuals and families as well as institutional clients, offering portfolio management for individuals, small businesses, and institutions, and it also publishes periodicals or newsletters. Fee arrangements include percentage-of-AUM billing alongside hourly, subscription, and fixed-fee options. The firm is not an active ESG investor and is not registered as a multi-state adviser.
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 1
Jeffrey 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
$59.2M in ETFs
100%
$59.2M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $36.9M | 49,346 | 62.25% |
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
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