Shai Weinbaum Investment Management

Overview

Shai Weinbaum Investment Management is a single-owner advisory practice led by Shai Weinbaum that provides discretionary portfolio management for individuals and small businesses. The firm operates as a sole proprietorship and charges fees as a percentage of assets under management. Its mandate and filings indicate a clear tilt toward equity exposure rather than fixed income or ESG-driven mandates. With a very small client base, the practice appears set up for hands-on, individualized portfolio construction and ongoing management rather than broad institutional solutions.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices