$103.9M Total AUM
$83.9M Disc. AUM
19.0% 3Y CAGR
1 Employees
9 ADV. Clients
16 yrs Firm Age
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- Custodian
- Capital Group · JP Morgan · Merrill Lynch · Morgan Stanley
- Clients
- Retail
- Platforms
- --
- Established Date
- 08-20-2009
- Office Locations
- 1
Office Locations
-- Palm Coast FL
About Baffin Advisors LLC
Baffin Advisors LLC is a Palm Coast, FL investment advisory firm providing portfolio construction and asset allocation guidance, with client focus that includes entrepreneurs. Its managed accounts show a heavy use of ETFs alongside fixed income, with exposure themes including emerging markets, infrastructure, and hedge fund strategies. Reported custodial relationships include Morgan Stanley and Merrill Lynch.
Team overview
-- AVG AGE
$103.9M AVG AUM / ADVISOR
$11.5M AVG AUM / CLIENT
0.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
0 RIA Reps
16yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Services
Available
Owner & Executives
M
MARTIN SALVADOR ANIDJAR
Manager
- CRD
- #3188053
- Ownership
- Less than 5%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $83,940,348 | $3,357,614 |
| Non-Discretionary | $19,964,362 | $19,964,362 |
| Total | $103,904,710 | $3,996,335 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Corporate - Investment Grade:
Available U.S. Government/Agency:
Available Corporate - Non-Investment Grade:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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