Birinyi Associates, Inc.

RIASEC Registered

Total AUM

$472M

Discretionary

$470M

100% of AUM

Avg account

$2.9M

Accounts

164

Employees

Advisory reps

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

FINTRX

Overview

Birinyi Associates, Inc. is an independent, individual-owned registered investment advisor that has been SEC-registered since 1990. The firm serves both individual and family clients as well as institutional clients, offering portfolio management across private and business relationships and publishing periodicals/newsletters as part of its advisory activity. Its fee arrangements are varied — percentage of AUM, hourly charges, subscription fees and fixed fees — reflecting a mix of discretionary portfolio management and consultative work. The firm is equity-oriented and does not identify as an active ESG investor. It does not operate as a capital allocator; rather, it manages client portfolios directly and supplements them with third-party investment vehicles where appropriate.