Barak Asset Management LLC

Overview

Barak Asset Management LLC is a small, independent registered investment adviser that concentrates on equity-driven portfolios while integrating ESG considerations into its investment process. The firm combines discretionary portfolio management with financial planning and advisory work for individuals, families and smaller institutions, and supplements investment management with insurance brokerage capabilities. Its service set includes selection of sub-advisers and educational workshops, indicating a consultative approach that blends direct portfolio construction with outsourced manager allocations where appropriate. Investment preference skews toward publicly traded, exchange-listed securities and ETFs as the primary building blocks for client portfolios. At the same time, the firm uses third‑party alternative fund managers to gain exposure to private strategies—principally private equity, private placements and real estate—and incorporates annuities where insurance solutions match client goals. ESG considerations are an active part of security selection and manager choice across both public and private allocations.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices