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Baru Asset Management, LLC (Key Biscayne)


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).

Baru Asset Management: assets under management

The assets under management (AUM) of Baru Asset Management, LLC is $116 million. The company doesn't manage any assets belonging to foreign clients.

Baru Asset Management has custody of $114 million in cash and securities for 1 client in total and its related person acts as a qualified custodian.

Fees & Commissions

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.

Indirect Owners

The SEC currently registers 6 indirect owners.

Name Entity Date acquired Ownership Employer ID
Stephen Robert Managing partner 1 Mar 1999 75% - 100% 400788
Sebastian Echavarria Managing partner 1 Mar 2010 75% - 100% 4679056
Rafael Jose Benavente Managing partner 1 Apr 2012 75% - 100% 1901683
Llc Robert Capital Management Managing partner 1 Mar 2013 25% - 50% 13-4051716
Llc Key Biscayne Private Equity Partners Managing partner 1 Mar 2013 25% - 50% 46-4725569
Sabricas Capital Management Llc Managing partner 1 Mar 2013 25% - 50% 45-5303059

Based in Key Biscayne

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.


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