Bachrach Asset Management Inc (Rockville)

Bachrach Asset Management Inc is a large advisory firm based in Rockville. It manages $164.94 million of regulatory assets for 4 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdiction of Maryland.

Bachrach Asset Management provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Bachrach Asset Management: assets under management

The assets under management (AUM) of Bachrach Asset Management Inc is $164.94 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -8% since the beginning of its operation, and $164.94 million of the total AUM is attributable to clients outside of the United States.

The firm manages $164.94 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $41.24 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Bachrach Asset Management Inc for their services and products based on a percentage of assets under management 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.

What kind of clients Miguel Bachrach serves?

The only and largest group of clients of Miguel Bachrach is pooled investment vehicles with 1 clients and $164.94 million of assets under management. Among the 7 most similar advisory firms, Bachrach Asset Management has the highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $164.94 million for 1 clients. 100% of the firm’s clients are foreign persons or businesses.

Bachrach Asset Management also advises several private funds. Namely, three hedge funds, one real estate fund, and one other private fund. The minimum investment commitment required of non-related persons is $500,000 for each fund.

Careers at Bachrach Asset Management Inc

The company employs 5 people that are either part- or full-time employees. 80 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Miguel Bachrach has been acting as President since 1 Jan 1993. Carlos Bachrach joined the executive team most recently as the Vice President.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Miguel Bachrach	President	1 Jan 1993	50% - 75%	6039566
Carlos Bachrach	Vice-president	1 Jan 1993	50% - 75%	6039567
Miguel Bachrach	Chief compliance officer	1 Feb 2012	50% - 75%	6039566

Based in Rockville

The principal office where Bachrach Asset Management Inc performs its advisory services is located at 20 Courthouse Square, Suite 208, Rockville, MD 20850, 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 301-365-8880 or by fax 301-365-8882. The normal business hours are 8:00am to 5:00 pm on Monday - Friday.