Birinyi Associates provides portfolio management for individuals and small businesses, portfolio management for institutions, and publishing newsletters.
Birinyi Associates reports 107 clients. They include 97 high-net-worth individuals, 6 individual clients, and 4 corporations and other businesses. Of its assets, 99.6% ($470M across 163 accounts) are managed with discretion; $1.72M across 1 account is not. Of its clients, 1% are outside the U.S.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 6% | <1% |
| High-net-worth individuals | 91% | 95% |
| Corporations and other businesses | 4% | 4% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 6 | $1.87M | 0.4% | $311K |
| High-net-worth individuals | 97 | $450M | 95.4% | $4.64M |
| Corporations and other businesses | Fewer than 5 | $19.9M | 4.2% | $4.99M |
| Total | 107 | $472M | 100% | — |
- Clients
- 6
- Regulatory AUM
- $1.87M
- AUM share
- 0.4%
- Avg. per client
- $311K
- Clients
- 97
- Regulatory AUM
- $450M
- AUM share
- 95.4%
- Avg. per client
- $4.64M
- Clients
- Fewer than 5
- Regulatory AUM
- $19.9M
- AUM share
- 4.2%
- Avg. per client
- $4.99M
Total
- Clients
- 107
- Regulatory AUM
- $472M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 1%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
Birinyi Associates charges 1.00%–2.00% a year for its Separate account management. The fee is billed in advance.
Fee details and sources
Jeffrey Rubin owns 75% or more of Birinyi Associates. The leadership team of Birinyi Associates includes President Jeffrey Rubin. It has 4 employees, 3 of them in advisory roles.
Leadership
Jeffrey RubinPresident, Portfolio Manager, Chief Compliance Officer and Chief Information Officer- Jeffrey RubinDirector of Research
- Jennifer RubinTreasurer
Staff
- 4 employees
- 3 in advisory functions
- Owns 75% or more of Birinyi Associates, Inc.
Jeffrey Rubin
Control person · since January 2024
Birinyi Associates’ regulatory assets grew from $327M (June 2021) to $472M (February 2026); clients rose from 66 to 107 and employees fell from 5 to 4.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| February 2026 | $472M | 107 | 4 | 1 |
| March 2025 | $435M | 109 | 3 | 1 |
| January 2024 | $349M | 86 | 3 | 1 |
| March 2023 | $277M | 83 | 5 | 1 |
| March 2022 | $379M | 81 | 5 | 1 |
| June 2021 | $327M | 66 | 5 | 1 |
Besides its headquarters, Birinyi Associates has 0 offices, with 1 listed address in Connecticut.
Connecticut · 1 listed address
- 59 Wilton Road, Second Floor, WestportHQ
Contact and registration details
- Legal name
- Birinyi Associates, Inc.
- Headquarters
- 59 Wilton Road, Second Floor, Westport, CT 06880
- Website
- birinyi.com
- Phone
- 203-341-0833
- SEC file
- 801-37267
- Structure
- Connecticut corporation
- Fiscal year end
- December
Birinyi Associates uses RBC Capital Markets ($472M) as custodian for its separately managed accounts. Birinyi Associates does not have custody of client assets.
- RBC Capital MarketsRBC Capital Markets, LLC · Minneapolis, MN · $472M100%
At year end, Birinyi Associates’ separately managed accounts were mostly in stocks (92%). Its reported 13F holdings for the quarter ended 30 June 2026 total $423K across 61 positions; the largest are Apple Inc. (22.3%), Alphabet Inc. (11.9%) and State Street SPDR S&P 500 ETF Trust (8.7%).
What the accounts hold
- Stocks92%
- Cash8%
Reported 13F holdings
- $423K
- Reported 13F value
- 61
- Positions
- 72.9%
- In the 10 largest
- +15.1%
- Value vs. prior quarter
- Apple Inc.22.3%
- Alphabet Inc.11.9%
- State Street SPDR S&P 500 ETF Trust · Etp8.7%
- Amazon.com Inc.7.9%
- Mastercard Inc.5.3%
- Nvidia Corp.4.7%
- Citigroup Inc.3.4%
- Microsoft Corp.3.2%
- Goldman Sachs Group Inc./the2.8%
- Booking Holdings Inc.2.6%
Together, the ten largest are 72.9% of reported value.
How many clients does Birinyi Associates have?
Birinyi Associates has 107 clients and manages $472 million for them, as of February 2026. They include 97 high-net-worth individuals, 6 individual clients, and 4 corporations and other businesses.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 19 February 2026
What services does Birinyi Associates offer?
Birinyi Associates provides portfolio management for individuals and small businesses, portfolio management for institutions, and publishing newsletters.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Birinyi Associates charge?
Birinyi Associates charges 1.00%–2.00% a year for its Separate account management. The fee is billed in advance.
Which custodians does Birinyi Associates use?
Birinyi Associates’ separately managed account assets are held at RBC Capital Markets, LLC (Minneapolis, MN), with $472M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 19 February 2026
How many financial advisors does Birinyi Associates have?
Birinyi Associates has 0 investment adviser representatives registered with state securities authorities, out of 4 employees, and 3 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Birinyi Associates invest in?
At the end of its last fiscal year, Birinyi Associates’ separately managed accounts held 92% exchange-traded equities and 8% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Birinyi Associates?
Birinyi Associates’ direct owner is Jeffrey Rubin (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 19 February 2026
How does Birinyi Associates get paid?
Birinyi Associates is paid through a percentage of assets under management, hourly charges, subscription fees and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Birinyi Associates registered with the SEC?
Yes, Birinyi Associates has been registered with the SEC as an investment adviser since 30 August 1990. Its CRD number is 107169 and its SEC file number is 801-37267.
Source: Form ADV Part 1A, Item 1, filed 19 February 2026; IAPD firm record
How do I contact Birinyi Associates?
Birinyi Associates’ main office is at 59 Wilton Road, Second Floor, Westport, CT 06880. Its phone number is 203-341-0833. Its website is birinyi.com.