WESTPORT, CTCRD 107169Latest ADV February 19, 2026
Birinyi Associates, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Westport, CT. Its latest Form ADV filing, dated February 19, 2026, reports $472M in regulatory assets under management, 4 employees, and 164 accounts.
Assets Under Management
$472M
Employees
4
Offices
--
Total Clients
107
Primary office
WESTPORT, CT
59 WILTON ROAD, SECOND FLOOR, WESTPORT, CT, United States
Portfolio management for individuals and small businesses
Publication of periodicals or newsletters
Fee models offered
4 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 90.7% of total clients.
Top client categories% of clientsClients
1
HNWI
90.7%
97
2
Individuals
5.6%
6
3
Corporations
3.7%
4
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$472Mas of February 19, 2026
Discretionary99.6%
$470M
100% of total RAUM99.6%
Non-discretionary0.4%
$2M
0% of total RAUM0.4%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$472M
Total Accounts164
10Y AUM Change+$207M (+78.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee27:1
10Y Employee Change-1 (-20.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.