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Barak Asset Management LLC (New York)


Barak Asset Management LLC is an adviser based in New York. It manages $750 thousand of regulatory assets for 8 client accounts. It has been registered with the SEC as an adviser since 2006.

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Barak Asset Management provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Barak Asset Management: assets under management

The assets under management (AUM) of Barak Asset Management LLC is $750 thousand, all of which is managed in discretionary accounts. The firm's AUM has grown by 362% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $750 thousand in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $93.75 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Barak Asset Management LLC for their services and products based on a percentage of assets under management and hourly charges. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in New York

The principal office where Barak Asset Management LLC performs its advisory services is located at 1230 Avenue Of The Americas, 7 Th Floor, New York, NY 10020, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 646-756-2901 or by fax 646-756-2909. The normal business hours are 9am -5pm on Monday - Friday. You can find more information about the New York firm at www.barakassetmanagment.com.


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