|
⚲
|
| Keyboard |
| Birinyi Associates Inc
✚
|
|
|---|---|
| CRD # | 107169 |
| SEC # | 801-37267 |
| CIK # | 0001079738 |
| AUM | 471.7 M (2026-02-19) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 203-341-0833 |
| Address | 59 Wilton Road Westport, CT 06880 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001079738 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Broadcom Inc | 6.6 | ||
| International Business Machines Corp | 5.8 | ||
| Johnson & Johnson | 4.2 | ||
| Wal Mart Stores Inc | 3.6 | ||
| American Express Co | 3.4 | ||
| Denali Holding Inc | 3.2 | ||
| J P Morgan Chase & Co | 3.2 | ||
| Boeing Co | 3.1 | ||
| Constellation Energy Corp | 2.4 | ||
| Autozone Inc | 2.4 | ||
| Caterpillar Inc | 2.1 | ||
| McDonalds Corp | 1.9 | ||
| Lam Research Corp | 1.5 | ||
| Micron Technology Inc | 1.4 | ||
| Chipotle Mexican Grill Inc | 1.4 | ||
| Amgen Inc | 1.3 | ||
| Costco Wholesale Corp /NEW | 1.1 | ||
| Lilly Eli & Co | 1.1 | ||
| Schwab Charles Corp | 1.1 | ||
| Home Depot Inc | 1.0 | ||
| Deere & Co | 0.9 | ||
| Visa Inc | 0.7 | ||
| Procter & Gamble Co | 0.7 | ||
| Chevron Corp | 0.7 | ||
| Lockheed Martin Corp | 0.6 | ||
| Prev | Page 1 | Next | |||
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| HF | Birinyi Fund LP | [2012-03-29] | 19.0 M | 7.2 M |
| Filed 2014-02-26 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 6 | 1.9 |
| (b) Individuals (high net worth individuals) | 97 | 449.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 4 | 19.9 |
| (n) Other | 0 | 0.0 |
| Total | 164 | 471.7 |
| By Discretionary | ||
| Discretionary | 163 | 469.9 |
| Non-Discretionary | 1 | 1.7 |
| Total | 164 | 471.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 9.6 | |
| United States Persons | 462.1 | |
| Total | 164 | 471.7 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Laszlo Birinyi | Executive Officer | 1 | 1 | |
| Jill Birinyi | Executive Officer | 1 | 1 | |
| Birinyi Associates Inc | Promoter | 1 | 1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001079738] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.3B |
| Serves | Institutional, Retail, Research |
| Fund Types | Hedge Fund |
| Comparable Firms | State | AUM |
|---|---|---|
|
White Oaks Wealth Advisors Inc
✚
|
MN | 618.3 M |
|
Omega Financial Group LLC
✚
|
CA | 552.4 M |
|
Cachetech Inc
✚
|
UT | 547.4 M |
|
Rothschild Capital Partners LLC
✚
|
NY | 469.7 M |
|
Sturgeon Ventures LLP
✚
|
402.3 M | |
|
SL Advisors LLC
✚
|
393.3 M | |
|
Pacific Point Advisors LLC
✚
|
CA | 389.6 M |
|
Papamarkou Wellner Asset Management Inc
✚
|
NY | 357.5 M |
|
Left Brain Wealth Management LLC
✚
|
IL | 340.4 M |
|
5T Wealth LLC
✚
|
CA | 331.4 M |