This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- --
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The profile lists 1 reported office location and 11 years in operation. The source data was last updated on March 31, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
Explore the complete firm intelligence record
AdvizorPro subscribers can review Bais Enterprise's detailed market signals, platform relationships, investment themes, and prospecting intelligence in one place.
Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
Unlock the underlying categories and values
The full Bais Enterprise record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
ALEXANDER BERMAN
Chief Compliance Officer, Managing Director, Managing Member
- CRD
- #5853930
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,500,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $4,500,000 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
SMA allocation detail is available
Bais Enterprise has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.