Birinyi Associates, Inc.

Retirement Plan Advisor

Westport, CT

About Birinyi Associates, Inc.

<p>Founded by investor Laszlo Birinyi, Birinyi Associates, Inc. has published market research from Westport, Connecticut since 1989, serving clients across the New York City–Connecticut corridor and beyond.</p> <p>The firm is known for two long-running research products: the Mini-Institutional Service and <em>Reminiscences</em>, its monthly strategy report now in its 36th year. It also runs custom money management strategies alongside its research offering, with $0.3B in AUM as of 2026.</p> <p>For retirement plan sponsors, Birinyi Associates provides 3(21) fiduciary support as part of its work with <a href="/plan-advisors">plan advisors</a> and other <a href="/retirement-plans">retirement plan providers</a>. The differentiator is its research-first approach, with an emphasis on market cycles and money flows that informs both publications and portfolio decisions.</p> <p>Leadership includes President and CIO Jeffrey Yale Rubin and Head Trader Collin Monsarrat.</p> <ul> <li>Founded in 1989; headquarters in Westport, CT</li> <li>3(21) plan fiduciary services</li> <li>Mini-Institutional Service research</li> <li><em>Reminiscences</em> monthly strategy report (36th year)</li> <li>$0.3B AUM (2026)</li> </ul>

Website: https://www.birinyi.com

Founded: 1989

Office Locations

  • Westport, CT (Headquarters)

Services Offered

  • 3(21) Investment Advisor

Client Statistics (2026)

  • Total Clients: 0
  • Total AUM: $250.0M

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