Berman Capital Advisors is a fund manager in Atlanta with $3.34 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Industry
SEC CIK
IRS number
273584944
SEC advisor number
801-71925
FINRA CRD number
155419
AUM ?
$3.34 bn
(as of 21 Jul 21)
Accounts
1,169
(as of 21 Jul 21)
Employees
30
(13 investment advisory or research)
Address
Berman Capital Advisors
3475 LENOX ROAD
SUITE 760
ATLANTA
GA 30326
3475 LENOX ROAD
SUITE 760
ATLANTA
GA 30326
Office hours
Monday - Friday, 8:30AM-5:30PM
Phone
4045544996
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Reilly, Wendell, Switzer | Member | 10/2011 | < 5% |
Berman, Justin | Principal, Managing Member | 10/2010 | > 75% |
Asrael, Jill, Brodie | Member, Principal, Chief Compliance Officer, Chief Financial Officer | 10/2011 | 5-10% |
Downs, Kelly, Ann | Chief Operating Officer | 02/2011 | < 5% |
Nottebohm, Wen, Yuan | Wealth Advisor | 08/2014 | < 5% |
Fisher, David, Lee | President | 12/2018 | < 5% |
Ownership
Fund structure | AUM | Fund type |
---|---|---|
Berman Capital Advisors, LLC | $3.34 bn | |
Bca Hedged Strategies Fund, LP | $92.31 mm | Other Private Fund |
Bca Noble Hospitality Income Access LP | $8.61 mm | Other Private Fund |
Bca Private Markets, LLC | Other Private Fund | |
Bca Select, LLC - Series 1 - Tiger Global Long Opportunities | $16.33 mm | Other Private Fund |
Bca Select, LLC - Series 2 - Redwood Opportunity | $3.85 mm | Other Private Fund |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
7 Oct 21
13F-HR
Quarterly holdings report by institutional manager
11 Aug 21
13F-HR
Quarterly holdings report by institutional manager
11 May 21
13F-HR/A
Quarterly holdings report by institutional manager (amended)
19 Feb 21
13F-HR
Quarterly holdings report by institutional manager
11 Feb 21
13F-HR
Quarterly holdings report by institutional manager
5 Nov 20
13F-HR
Quarterly holdings report by institutional manager
6 Aug 20
13F-HR
Quarterly holdings report by institutional manager
14 May 20
13F-HR/A
Quarterly holdings report by institutional manager (amended)
4 Mar 20
13F-HR/A
Quarterly holdings report by institutional manager (amended)
4 Mar 20