# J.L. BERKOWITZ & CO., L.L.C.

J.L. BERKOWITZ & CO., L.L.C. of NEW YORK, NY is an SEC-registered investment adviser.

## Registration

- CRD: 138317
- Type: SEC-registered investment adviser
- SEC file number: 801-65454
- Location: 909 THIRD AVENUE, FLOOR 14, NEW YORK, NY, 10022
- Phone: 212-940-0700
- Latest filing: 2006-07-26
- Regulatory AUM: $176.0M
- Discretionary AUM: $176.0M
- Clients: 11
- Accounts: 2

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| [BERKOWITZ DAVID LEE](https://search.stillhousedata.com/person/742307) | MANAGING MEMBER AND PRINCIPAL | — |
| [SHEVLIN PATRICIA ELLEN](https://search.stillhousedata.com/person/799731) | CCO, VICE PRESIDENT AND GENERAL MANAGER; CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/138317/brochure
- Similar advisers: https://search.stillhousedata.com/firm/138317/similar
- Related entities: https://search.stillhousedata.com/firm/138317/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/138317

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.