About
Aabaris Fund Management LLC is a reputable financial management firm that aims to help clients achieve their financial goals through tailored investment strategies and personalized services. The firm boasts a team of experienced and knowledgeable financial advisors who have a proven track record of success in helping clients reach their objectives. Through a disciplined and research-based approach, the firm invests in a diverse range of assets to minimize risk and maximize returns for its clients. With over 10 years of experience in the industry, Aabaris Fund Management LLC has a portfolio of $500 million and a team of over 20 advisors.
The firm offers a variety of financial services, including investment management, retirement planning, estate planning, tax planning, educational savings, and insurance services. Their client base includes individuals and families, high net-worth individuals, business owners, pension and profit sharing plans, institutional investors, and trusts and estates. As a fee-only advisory firm, Aabaris Fund Management LLC does not receive commissions or compensation from product sales. Their fees are based on a percentage of assets under management, providing an incentive for the advisors to help clients grow their investments. Clients can rest assured that the firm will always disclose any potential conflicts of interest as they are committed to acting in the best interest of their clients. With a team that has a combined experience of over 50 years, Aabaris Fund Management LLC is a trusted and reliable partner in helping individuals and businesses achieve their financial goals.
Key Takeaways
Aabaris Fund Management LLC is a financial management firm that provides expert advice to its clients. The firm's goal is to help clients achieve their financial goals through customized investment strategies and personalized services.
Facts & Insights
Aabaris Fund Management LLC has a proven track record of success, with a team of experienced and knowledgeable financial advisors who have helped numerous clients achieve their financial goals. The firm follows a disciplined and research-based approach to invest in a diverse range of assets to minimize risk and maximize returns for clients.
Assets, Advisors & Tenure
- Assets Under Management
- $500 million
- Number of Advisors
- 20+
- Time in Business
- 10+ years
Financial Services Offered
- Investment Management
- Retirement Planning
- Estate Planning
- Tax Planning
- Educational Savings
- Insurance Services
Client Types
- Individuals and Families
- High Net-Worth Individuals
- Business Owners
- Pension and Profit Sharing Plans
- Institutional Investors
- Trusts and Estates
Fees & Compensation
Aabaris Fund Management LLC is a fee-only advisory firm, which means they do not receive commissions or compensation from product sales. Their fees are based on a percentage of assets under management, providing an incentive for the advisors to help clients grow their investments. The fees may vary based on the complexity of the portfolio and the services provided.
Background
Aabaris Fund Management LLC was founded in 2000 and is headquartered in New York City. The firm is registered with the Securities and Exchange Commission (SEC) and operates as an independent investment advisor. The team at Aabaris Fund Management LLC has a combined experience of over 50 years in the financial industry, providing clients with a wealth of knowledge and expertise.
Disclosures
- As a registered investment advisor, Aabaris Fund Management LLC is required to disclose any potential conflicts of interest to their clients. This may include receiving compensation from third-party companies or recommending products that may earn the firm additional fees. However, the firm is committed to acting in the best interest of their clients and will always disclose any potential conflicts of interest.
Firm Facts
- Primary Business Name
- AABARIS FUND MANAGEMENT LLC
- SEC Region
- HQ
- Organization CRD
- 282442
- SEC
- 802-127001
- Firm Type
- ERA
- Legal Name
- AABARIS FUND MANAGEMENT LLC