Birinyi Associates, Inc.
● SEC registered since 1990CRD 107169SEC# 801-37267Westport, CT
Reg. AUM
$471.7M
Employees
4
Accounts
164
Location
Westport, CT
About Birinyi Associates
Birinyi Associates provides stock market research and analysis for institutional and individual investors, including newsletter and mini-institutional services built around money-flow insights. The firm also offers customized money management for high-net-worth investors seeking actionable market perspective.
Summary based on the firm’s website.
Birinyi Associates, Inc. assets under management
Birinyi Associates, Inc. is an investment advisory firm registered with the SEC based in Westport, CT. The firm has been registered since 1990. It reports $471.7 million in regulatory assets under management and employs 4 people.
Birinyi Associates, Inc. owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jeffrey Yale Rubin Control | Director Of Research | Over 75% | 1995 |
| Jeffrey Yale Rubin Control | President, Portfolio Manager, Chief Compliance Officer And Chief Information Officer | Over 75% | 2024 |
| Jennifer J Rubin | Treasurer | Under 5% | 2024 |
Frequently asked questions
How much does Birinyi Associates, Inc. manage?
Birinyi Associates, Inc. reports $471.7 million in regulatory assets under management on its Form ADV.
How many employees does Birinyi Associates, Inc. have?
Birinyi Associates, Inc. reports 4 employees.
Where is Birinyi Associates, Inc. located?
Birinyi Associates, Inc. is based in Westport, CT and has been SEC-registered since 1990.
Does Birinyi Associates, Inc. disclose fund performance?
Birinyi Associates, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 59 Wilton Road, Second Floor, Westport, CT 06880 |
| Phone | 203-341-0833 |
| Fax | 203-341-0822 |
| Office hours | 8:00 a.m. To 5:00 p.m. |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$471.7M▲ 9%
Mar '25Form ADV, monthlySep '26
How this firm compares
Regulatory AUMTop 49%
Larger than 51% of 16,369 advisers
EmployeesTop 69%
More than 31% of 16,804 advisers
Assets under management
$471.7Mregulatory AUM
Discretionary $469.9MNon-discretionary $1.7M