$8.5M Total AUM
$6.0M Disc. AUM
-- 3Y CAGR
2 Employees
34 ADV. Clients
18 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Merrill Lynch
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 10-22-2007
- Office Locations
- 2
Office Locations
-- Bronxville NY
-- Jamaica NY
About Barak Asset Management LLC
Barak Asset Management LLC is a Jamaica-based RIA with 2 offices. The firm has been operating for 18 years. Managing $8.5M in total assets under management, with 1 advisory representatives. They custody assets with Merrill Lynch. Services offered include Asset Management, Financial Planning, Insurance.
Team overview
-- AVG AGE
$8.5M AVG AUM / ADVISOR
$250.7K AVG AUM / CLIENT
1.6 yrs AVG TENURE
2 Employees
1 Advisory Reps
2 RIA Reps
18yrs Firm Age
Insights
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Asset Classes
Meridian Element matrix Unison legacy Legacy signal Meridian unison Glacier wave
Client Personas
Quantum summit
Custodian
Ember legacy Peak Beacon harbor Crest Peak unison
Investment Themes
Glacier Summit north Pioneer bridge Pathway atlas
Investment Vehicles
Glacier vital Signal
Services
Delta Ridge element Prime Vertex timber Unison catalyst Horizon summit Atlas unison
Owner & Executives
S
SHARON DENISE HIGHLAND
Chief Compliance Officer
- CRD
- #2019480
- Ownership
- 75% or more
(632) 601-4284
momentum.quantum@bridgecapital.com
in linkedin.com/in/signal-vital
Showing 1 of 1 owners & executives
Unlock allContacts
S
Sterling Jasper Jr
Chief Compliance Officer, President
- CRD
- #4284218
(646) 297-9745
pathway.catalyst@vectorcapital.com
in linkedin.com/in/vital-glacier
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $5,950,000 | -- |
| Non-Discretionary | $2,575,000 | -- |
| Total | $8,525,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $8,525,000
Equity - Exchange:
9.1% Equity - OTC:
22.9% Cash:
22.2% Corporate - Investment Grade:
12.3% Corporate - Non-Investment Grade:
10.3% U.S. Government/Agency:
23.2% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $691,325,137 | 9.1% |
| Equity - OTC | $1,739,708,311 | 22.9% |
| Cash | $1,686,529,455 | 22.2% |
| Corporate - Investment Grade | $934,428,482 | 12.3% |
| Corporate - Non-Investment Grade | $782,488,891 | 10.3% |
| U.S. Government/Agency | $1,762,499,249 | 23.2% |
| Total | $7,596,979,525 | 100.0% |