Barac Capital Management, LLC

Barac Capital Management is a small, single-advisor registered investment adviser that provides discretionary portfolio management for separately managed accounts. It serves accredited and institutional clients—family offices, trusts, investment companies and pension plans—and does not serve retail individual clients who are not high-net-worth; the firm manages roughly $15.9 million across a limited number of client accounts.

The firm follows a research-driven, longer-term value investing approach that combines fundamental analysis with technical indicators and both top‑down and bottom‑up security selection. Portfolios are managed on a discretionary basis with an emphasis on lower turnover and tax efficiency, and the strategy explicitly seeks undervalued securities and event‑driven “cheap options” where intrinsic value appears mispriced.

Distinctive features include the managing member’s institutional background in leveraged credit and sector-focused corporate analysis—including experience with European leveraged finance and technology/media/telecom issuers—and ongoing public commentary and financial training outside the adviser role. The firm limits its services to separately managed accounts, does not participate in wrap programs or performance‑based fee arrangements, and relies on third‑party custodians to execute trades and provide client account statements.