Full text of BERENSON & COMPANY, LLC's X-17A-5 filed 2026-02-25 (period 2025-12-31). Broker-dealer annual report from SEC EDGAR — readable, searchable, and available as markdown for AI agents.
{0}------------------------------------------------ # BERENSON & COMPANY, LLC (a wholly-owned subsidiary of Berenson & Company, Inc.) STATEMENT OF FINANCIAL CONDITION DECEMBER 31, 2025 {1}------------------------------------------------ **UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549** # **ANNUAL REPORTS FORM X-17A-5 PART III** OMB APPROVAL OMB Number: ϯϮϯϱͲϬϭϮϯ Expires: EŽǀ͘ϯϬ͕ϮϬϮϲ Estimated average burden hours per response: SEC FILE NUMBER 8-43368 | Information Required Pursuant to Rules 17a-5, 17a-12, and 18a-7 under the Securities Exchange Act of 1934 | FACING PAGE | | | | | | |--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------|------------------------------------------------------------|---------------------------------------|--------------------------------------------|--|--|--| | | 01/01/2025 | | 12/31/2025 | | | | | FILING FOR THE PERIOD BEGINNING _____________________ AND ENDING ______________________ | | MM/DD/YY | | | | | | MM/DD/YY<br>A. REGISTRANT IDENTIFICATION | | | | | | | | NAME OF FIRM: _______________________________________________________________________ | Berenson & Company, LLC | | | | | | | TYPE OF REGISTRANT (check all applicable boxes):<br>܆<br>܆<br>Broker-dealer<br>Security-based swap dealer<br>■<br>܆ Check here if respondent is also an OTC derivatives dealer | ܆ | Major security-based swap participant | | | | | | ADDRESS OF PRINCIPAL PLACE OF BUSINESS: (Do not use a P.O. box no.) | | | | | | | | 667 Madison Avenue, 18th floor | | | | | | | | _____________________________________________________________________________________ | (No. and Street) | | | | | | | New York<br>_____________________________________________________________________________________ | NY | | 10065 | | | | | (City) | (State) | | (Zip Code) | | | | | PERSON TO CONTACT WITH REGARD TO THIS FILING | | | | | | | | Michael Lewis<br>_____________________________________________________________________________________ | 212 446 1735 | | mlewis@berensonco.com | | | | | (Name) | (Area Code – Telephone Number) | (Email Address) | | | | | | | B. ACCOUNTANT IDENTIFICATION | | | | | | | INDEPENDENT PUBLIC ACCOUNTANT whose reports are contained in this filing* | | | | | | | | | Weisberg, Mole', Krantz & Goldfarb, LLP | | | | | | | _____________________________________________________________________________________ | (Name…Read the full text as markdown