Bhirud Associates, Inc. is an investment adviser to an investment company based in Darien. It manages $600 thousand of regulatory assets for 5 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Connecticut.
Bhirud Associates provides portfolio management for individuals and small businesses, portfolio management for investment companies, and market and economic analyisis. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Bhirud Associates, Inc. is $600 thousand, all of which is managed in discretionary accounts. The firm's AUM has gone down by -94% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Bhirud Associates, Inc. for their services and products based on a percentage of assets under management and commissions. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Suresh Laxman Bhirud has been acting as President since 1 May 1991. Bhirud Harish Laxman joined the executive team most recently as the Chief Compliance Officer.
The principal office where Bhirud Associates, Inc. performs its advisory services is located at 6 Thorndal Circle, Darien, CT 06820, 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 203-662-6659 or by fax 203-621-2240. The normal business hours are 9am to 5pm on Monday - Friday. You can find more information about the New York firm at www.bhirud.com.