Advisor at Barac Capital Management, LLC
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Firm
Barac Capital Management, LLC
Location
Austin, TX 78731
Credentials
Series 65
Industry experience
13 years
Theodore Barac is the principal and sole advisor at Barac Capital Management, LLC in Austin, TX, with 13 years of industry experience. He holds a Series 65 designation and has led his independent firm since 2012. Outside of advisory work, Mr. Barac contributes articles to the financial research platform Seeking Alpha and teaches classes for Moody’s Analytics on a contract basis. Barac Capital Management provides discretionary portfolio management through separately managed accounts, serving accredited investors, family offices, trusts, and institutional clients. The firm employs a research-driven, long-term value investing approach that integrates fundamental and technical analysis to identify securities trading below intrinsic value and selectively targets options with event-driven upside.
Based on Barac Capital Management, LLC
$0 - $1,000,000: 0.95% $1,000,000 - $2,000,000: 0.85% $2,000,000 - $3,000,000: 0.75% $3,000,000 - $5,000,000: 0.65% $5,000,000 - $7,500,000: 0.55% $7,500,000 - $10,000,000: 0.50% $10,000,000+: Negotiable
Account minimum: $250,000 Fee-only: Annual management fee with tiered rates as listed; no commissions or other asset-based sales charges accepted.
7000 North Mopac Expressway, Suite 200
Austin, TX 78731
Texas
Barac Capital Management, LLC
2012 - Present (14 years)
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