BERMAN CAPITAL ADVISORS, LLC
BERMAN CAPITAL ADVISORS, LLC of ATLANTA, GA is an SEC-registered investment adviser (CRD 155419). Regulatory assets under management: $3.3B.
Registration
- CRD: 155419
- SEC file number: 801-71925
- Type: Registered investment adviser
- Location: 3445 PEACHTREE ROAD, STE 1400, ATLANTA, GA, 30326
- Phone: 404-554-4999
- Latest filing: 2021-07-21
- Regulatory AUM: $3.3B
- Discretionary AUM: $871.1M
- Non-discretionary AUM: $2.5B
- Clients: 30
- Accounts: 1,169
Officers, owners & control persons (10)
| Name | Role | Location |
|---|
| FISHER JAMES LEE | PRESIDENT | — |
| BERMAN JUSTIN | MANAGING MEMBER; PRINCIPAL; PRINCIPAL, MANAGING MEMBER | — |
| LASCO ELIZABETH DOLYNIUK | CHIEF COMPLIANCE OFFICER | — |
| ASRAEL JILL BRODIE | CHIEF COMPLIANCE OFFICER; MEMBER, PRINCIPAL, CHIEF COMPLIANCE OFFICER, CHIEF FINANCIAL OFFICER; PRINCIPAL, CHIEF COMPLIANCE OFFICER, CHIEF FINANCIAL OFFICER | — |
| DOWNS KELLY ANN | CHIEF OPERATING OFFICER | — |
| REILLY WENDELL SWITZER | CHAIRMAN; MEMBER; MEMBER, CHAIRMAN | — |
| ALLEN JOHN RUSSELL | CHIEF INVESTMENT OFFICER | — |
| TANG WEN YUAN | WEALTH ADVISOR | — |
| Niepoky Eli Powell | CHIEF INVESTMENT OFFICER | — |
| NOTTEBOHM WEN YUAN | WEALTH ADVISOR | — |
Private funds (5)
| Fund | Type | Formed | Owners | Gross asset value | Min investment |
|---|
| BCA HEDGED STRATEGIES FUND, LP | Other Private Fund | — | 102 | $92.3M | $250K |
| BCA SELECT, LLC - SERIES 1 - TIGER GLOBAL LONG OPPORTUNITIES | Other Private Fund | — | 23 | $16.3M | $250K |
| BCA NOBLE HOSPITALITY INCOME ACCESS LP | Other Private Fund | — | 21 | $8.6M | $250K |
| BCA SELECT, LLC - SERIES 2 - REDWOOD OPPORTUNITY | Other Private Fund | — | 6 | $3.9M | $250K |
| BCA PRIVATE MARKETS, LLC | Other Private Fund | — | 0 | — | $250K |
Fund service providers (2)
- administrator: HORSESHOE FUND SERVICES USA, INC. — 4 funds
- administrator: TRIDENT FUND SERVICES
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