Baru Asset Management, LLC is a large advisory firm based in Key Biscayne. It manages $116 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2015 and has operated in the jurisdiction of Florida.
Baru Asset Management provides portfolio management for pooled investment vehicles and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm also engages as reg d 506 (c).
The assets under management (AUM) of Baru Asset Management, LLC is $116 million. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Baru Asset Management, LLC for their services and products based on fixed fees and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Baru Asset Management, LLC performs its advisory services is located at 735 Harbor Dr., Key Biscayne, FL 33149, 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 786-235-8700 or by fax 786-837-7718. The normal business hours are 9:00am to 5:00pm on Monday - Friday.