AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check

FIND A BERKSHIRE GLOBAL ADVISORS LP FINANCIAL ADVISOR NEAR ME

Find, Compare and Monitor Financial Advisors at BERKSHIRE GLOBAL ADVISORS LP

CRD#: 124180
BD

Looking for a Financial Advisor at BERKSHIRE GLOBAL ADVISORS LP?

We have compiled every financial advisor who works at BERKSHIRE GLOBAL ADVISORS LP in our database for you to search through. On this page, you will be able to find the closest financial advisors to you geographically, advisors with specific certifications that you are looking for, as well as many other filtering capabilities to help you search.

If you need additional assistance finding the specific financial advisor you are looking for, please use our search tool below and type in either their name or CRD number.

FIRM PROFILE

Assets Under Management:No Information
Clients per Registered Employee:No Information
Total Number of Employees:No Information
Clients per Employee:No Information
Total Number of Individual Clients:No Information
Total Number of HNWI Clients:No Information
Average Individual Client Account Size:No Information
Average HNWI Account Size:No Information

Overview

BERKSHIRE GLOBAL ADVISORS LP is located at 527 Madison Avenue 3rd Floor, New York, NY 10022-4212 and was first established at New York, Delaware in 08/01/2018. After operating for 7 years, BERKSHIRE GLOBAL ADVISORS LP has amassed assets under management in the amount of $0 spanning over 0 clients at the firm. A breakdown of these figures indicates that 0% of BERKSHIRE GLOBAL ADVISORS LP’s clients are individuals and 0% of their clients are high net worth individuals. BERKSHIRE GLOBAL ADVISORS LP has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at BERKSHIRE GLOBAL ADVISORS LP are registered to handle securities or provide financial advice. The firm has 1 disclosures, 1 being regulatory events, 0 being client events, and 0 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access BERKSHIRE GLOBAL ADVISORS LP‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at BERKSHIRE GLOBAL ADVISORS LP. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.

Crafted using large generative AI models

Where the Statistical Data for BERKSHIRE GLOBAL ADVISORS LP Comes From

Understanding the Statistics for BERKSHIRE GLOBAL ADVISORS LP and How They Compare to Other Firms Through Our Analysis

Average Account Value
Individuals
No Information
HNWI
No Information
Breakdown of Assets Under Management
Total Client Assets:
No Information
Individuals
No Information
HNWI
No Information
MISC
No Information
Employees
Total
No Information
Registered
No Information
Client Ratios
No Information
No Information
Clients
Total
No Information
Individuals
No Information
HNWI
No Information
Firm Disclosures
Regulatory Event
1

FIRM INFORMATION

Main Address
527 Madison Avenue 3rd Floor, New York, NY 10022-4212
Mailing Address
527 Madison Avenue 3rd Floor, New York, NY 10022-4212
Firm Size
Small
Phone Number
(212) 207-1000
Established
Delaware since 08/01/2018
Firm Type
Other Types of Legal Formation
Fiscal year end
December
Related websites
Participation or Interest in Client Transactions
Self-custody

FIRM DOCUMENTS


DIRECT OWNERS & EXECUTIVE OFFICERS

NameTitleAquiredCRD#
JADA CORP.MEMBER
BOMY CAPITAL CORPORATIONMEMBER
HUMPHREY, JOHN HILDESLEYMEMBER6229742
BERKSHIRE CAPITAL CORPORATIONMEMBER
DBR HOLDINGS INC.MEMBER
DELAMORE FAMILY TRUSTMEMBER
HJS CORPORATIONMEMBER
LATIN FIREBIRD CORP.MEMBER
SUGAR MAPLE CORPORATIONMEMBER
BACH, KRISTINA NMNFINOP, PFO, POO4281682
BERKSHIRE GLOBAL ADVISORS GP, LLCGENERAL PARTNER
CAMERON, ROBERT BRUCECEO1146348
DUNN, GLENN MICHAELMEMBER8048233
EMTEMARK, PHILIP RAYMONDMEMBER6378495
FRIEDMAN, JUSTIN AMEMBER6357798
HACHIM, AJMAL BENMEMBER6762228
JAKHETE, OPAL RAJMEMBER6685034
JEANB CORPORATIONMEMBER
KOLINSKY, DANIEL MICHAELMEMBER6734357
KRUKOWSKI, JULIAN THEODORECCO3070439
MITCHELL, JULIE ERINCAO3128001
TARTAN FARM CORP.MEMBER

The Importance of Understanding a Firm’s Role when Evaluating an Advisor

How Do I Determine Which Firm to Work With?

Advisor's working at BERKSHIRE GLOBAL ADVISORS LP

MW

Megan Ting Wong

Megan Wong
RR
CRD#: 7916403
Location:
New York, NY 10022
Company:
BERKSHIRE GLOBAL ADVISORS LP
Disclosures:
Experience:
1 year
View Profile
RC

Robert Bruce Cameron

RR
CRD#: 1146348
Location:
New York, NY 10022
Company:
BERKSHIRE GLOBAL ADVISORS LP
Disclosures:
Experience:
23 years
View Profile
GM

George Wyman Morriss

RR
CRD#: 2188436
Location:
New York, NY 10022
Company:
BERKSHIRE GLOBAL ADVISORS LP
Disclosures:
Experience:
16 years
View Profile
Name or CRD#
Location
Firm name (optional)
Credentials
Advisor type
Disclosures
Experience (Years)

Compare statistics for financial advisors here.

Review financial advisor disclosures here.

footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics