SourcingSourcing

BIRINYI ASSOCIATES, INC.

B52
CRD 107169·SEC 801-37267·WESTPORT, CT
AUM
$471.7M
$100M-$500M
Est. Revenue
$4.7M
@ 1% on AUM
Est. EBITDA
$1.4M
@ 30% margin
Est. Deal Value
$11.3M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
BIRINYI ASSOCIATES, INC.
CRD
107169
SEC file #
801-37267
EIN
000000000
DBA names
—

Economics

AUM
$471.7M
AUM band
$100M-$500M
AUM trajectory
'20'26
$306.6M → $471.7M▲ +54%
Client mix
Individuals High Net Worth97
Individuals Other6
Corporations4

Operations

Employees (total)
4
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'20'26
5 advisors → 3 advisors▼ -40%
Primary office
WESTPORT CT
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — businessesPublication of periodicals
Fee basis
% of AUMHourly chargesSubscription feesFixed fees

Filings

Latest ADV filing
02/19/2026
ADV-W filed at
—
Website
birinyi.com

Compliance

Disclosures (firm)
3
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
RUBIN, JEFFREY, YALE
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
RUBIN, JEFFREY, YALE
RUBIN, JENNIFER, J
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
BIRINYI.COM
Rdap Domain Creation Date
1998-10-05T04:00:00Z
Rdap Firm Age Years
28
Rdap Firm Age Band
20+y
Rdap Registrar
Network Solutions, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001427546
Edgar Registered
Yes
Edgar Filing Count
7
Edgar First Filing Date
2008-02-13
Edgar Last Filing Date
2014-02-26
Edgar Form D Count
6
Edgar Form D Offerings
2014-02-262014-02-26 · 0001405086-14-000106
2013-03-072013-03-07 · 0001405086-13-000118
Edgar Former Names
BIRINYI FUND LP

Compliance & brand

Firm Registration Status
active

All other collected signals (17)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
E*trade4
Edgar Addresses
Mailing
61 WILTON ROADWESTPORT, CT 06880
Business
61 WILTON ROADWESTPORT, CT 06880
Edgar EIN
000000000
Edgar Recent Filings
D/A2014-02-26 · 0001405086-14-000106
D/A2013-03-07 · 0001405086-13-000118
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2030-10-04T04:00:00Z
Rdap Domain Last Changed
2024-07-19T17:07:35Z
Rdap Nameservers
Corey.ns.cloudflare.comKinsley.ns.cloudflare.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Top Owner CRD
4941263
Trust Company Affiliate
No

People (2)

2
RUBIN, JEFFREY, YALE
Direct Owner · 87.5%
4941263
RUBIN, JENNIFER, J
Executive Officer · 2.5%
7852158