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- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-24-2014
- Office Locations
- 1
Office Locations
About Bais Enterprise
BAIS Enterprise is a Sparkill, NY advisory firm providing financial planning and active portfolio management for high-net-worth and corporate clients, plus corporate consulting on cash management, risk hedging, and expansion strategy. It builds diversified, goal-based portfolios with a focus on U.S. corporate equities and credit, including ETF and bond exposure. Team experience includes Goldman Sachs, Merrill Lynch, and Babson Capital Management.
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Owner & Executives
ALEXANDER BERMAN
Chief Compliance Officer, Managing Director, Managing Member
- CRD
- #5853930
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,500,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $4,500,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $4,500,000
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $484,837,765 | 8.0% |
| U.S. Government/Agency | $1,351,485,270 | 22.3% |
| Corporate - Investment Grade | $993,917,419 | 16.4% |
| Cash | $1,230,275,829 | 20.3% |
| Corporate - Non-Investment Grade | $454,535,405 | 7.5% |
| Other | $1,545,420,377 | 25.5% |
| Total | $6,060,472,065 | 100.0% |