Berkshire Global Advisors LP X-17A-5 (2026-04-09) — Broker-dealer annual report

Full text of Berkshire Global Advisors LP's X-17A-5 filed 2026-04-09 (period 2025-12-31). Broker-dealer annual report from SEC EDGAR — readable, searchable, and available as markdown for AI agents.

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{0}------------------------------------------------ **(S.E.C. NO. 8-65641)** **Consolidated Statement of Financial Condition December 31, 2025 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** 0MB APPROVAL 0MB Number: 3235-0123 Expires: Nov. 30, 2026 Estimated average burden hours per response: 12 # **ANNUAL REPORTS FORM X-17A-5 PART Ill** 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 | 01/01/2025 | 12/31/2025 | | | FILING FOR THE PERIOD BEGINNING | ________ | AND ENDING | ________<br>_ | | | MM/DD/VY | | MM/DD/VY | | | A. REGISTRANT IDENTIFICATION | | | | NAME OF FIRM: | ___________________________<br>Berkshire Global Advisors LP | | _ | | TYPE OF REGISTRANT (check all applicable boxes):<br>[!] Broker-dealer<br>• Check here if respondent is also an OTC derivatives dealer | • Security-based swap dealer | • Major security-based swap participant | | | ADDRESS OF PRINCIPAL PLACE OF BUSINESS: (Do not use a P.O. box no.)<br>527 Madison Avenue -<br>3rd Floor | | | | | | (No. and Street) | | | | New York | NY | | 10022 | | (City) | (State) | | (Zip Code) | | PERSON TO CONTACT WITH REGARD TO THIS FILING | | | | | Kristina Bach | 914 907 4271 | | kristina@finopsvcs.com | | (Name) | (Area Code - Telephone Number) | (Email Address) | | | | B. ACCOUNTANT IDENTIFICATION | | | | INDEPENDENT PUBLIC ACCOUNTANT whose reports are contained in this filing*<br>PKF O'Connor Davies, LLP | | | | | 245 Park Avenue -<br>12th Floor | (Name - if individual, state last, first, and middle name)<br>New York | NY | 10167 | | (Address)<br>9/29/2003 | (City) | (State)<br>127 | (Zip Code) | | l"<br>of Reglstratloo with PCAOB)(lf applicable) | | | I<br>{PCAOB ReglWatloo Nombec, It applicable) | | | FOR OFFICIAL USE ONLY | | | \* Claims for exemption from the requirement that the annual reports be covered by the reports of an independent public accountant must…

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