Full text of Berkshire Global Advisors LP's X-17A-5 filed 2024-04-05 (period 2023-12-31). Broker-dealer annual report from SEC EDGAR — readable, searchable, and available as markdown for AI agents.
{0}------------------------------------------------ **(SEC NO. 8-65641)** **Consolidated Statement of Financial Condition December 31, 2023 and Independent Auditor's Report** This report is filed as a PUBLIC document in accordance with rule 17a-5(e)(3) under the Securities Exchange Act of 1934. {1}------------------------------------------------ #### UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 # ANNUAL REPORTS FORM X-17A-5 PART III OMB APPROVAL OMB Number: 3235-0123 Expires: Nov. 30, 2026 Estimated average burden hours per response: 12 > SEC FILE NUMBER 8-65641 FACING PAGE Information Required Pursuant to Rules 17a-5, 17a-12, and 18a-7 under the Securities Exchange Act of 1934 01/01/2023 12/31/2023 FILING FOR THE PERIOD BEGINNING AND ENDING MM/DD/YY MM/DD/YY A. REGISTRANT IDENTIFICATION Berkshire Global Advisors LP NAME OF FIRM: TYPE OF REGISTRANT (check all applicable boxes): Broker-dealer □ Check here if respondent is also an OTC derivatives dealer ADDRESS OF PRINCIPAL PLACE OF BUSINESS: (Do not use a P.O. box no.) 527 Madison Avenue - 3rd Floor (No. and Street) New York NY 10022 (State) (Zip Code) (City) PERSON TO CONTACT WITH REGARD TO THIS FILING Kristina Bach 914 907 4271 kristina@finopsvcs.com (Area Code -- Telephone Number) (Email Address) (Name) B. ACCOUNTANT IDENTIFICATION INDEPENDENT PUBLIC ACCOUNTANT whose reports are contained in this filing\* PKF O'Connor Davies, LLP (Name - if individual, state last, first, and middle name) NY 10167 245 Park Avenue - 12th Floor New York (Address) (City) (State) (Zip Code) 127 9/29/2003 (Date of Registration with PCAOB)(if applicable) (PCAOB Registration Number, if applicable) \* Claims for exemption from the requirement that the annual reports of an independent public accountant must be supported by a statement of facts and circumstances relied on as the basis of the exemption. See 17 CFR 240.17a-5(e)(1)(ii), if applicable. Persons who are to respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB control number. FOR OFFICIAL USE ONLY {2}------------------------------------------------ #### OATH OR AFFIRMATION | I. R. Bruce Cameron | swear (or affirm) that, to the best of my knowledge and belief, the | |---------------------------------------------------------------------------------------------------------|---------------------------------------------------------------------------------------------…Read the full text as markdown