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FIRM PROFILE
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.
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Understanding the Statistics for BERKSHIRE GLOBAL ADVISORS LP and How They Compare to Other Firms Through Our Analysis
Total Client Assets:
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FIRM INFORMATION
527 Madison Avenue 3rd Floor, New York, NY 10022-4212
527 Madison Avenue 3rd Floor, New York, NY 10022-4212
Small
(212) 207-1000
Delaware since 08/01/2018
Other Types of Legal Formation
December
FIRM DOCUMENTS
DIRECT OWNERS & EXECUTIVE OFFICERS
| Name | Title | Aquired | CRD# |
|---|---|---|---|
| JADA CORP. | MEMBER | ||
| BOMY CAPITAL CORPORATION | MEMBER | ||
| HUMPHREY, JOHN HILDESLEY | MEMBER | 6229742 | |
| BERKSHIRE CAPITAL CORPORATION | MEMBER | ||
| DBR HOLDINGS INC. | MEMBER | ||
| DELAMORE FAMILY TRUST | MEMBER | ||
| HJS CORPORATION | MEMBER | ||
| LATIN FIREBIRD CORP. | MEMBER | ||
| SUGAR MAPLE CORPORATION | MEMBER | ||
| BACH, KRISTINA NMN | FINOP, PFO, POO | 4281682 | |
| BERKSHIRE GLOBAL ADVISORS GP, LLC | GENERAL PARTNER | ||
| CAMERON, ROBERT BRUCE | CEO | 1146348 | |
| DUNN, GLENN MICHAEL | MEMBER | 8048233 | |
| EMTEMARK, PHILIP RAYMOND | MEMBER | 6378495 | |
| FRIEDMAN, JUSTIN A | MEMBER | 6357798 | |
| HACHIM, AJMAL BEN | MEMBER | 6762228 | |
| JAKHETE, OPAL RAJ | MEMBER | 6685034 | |
| JEANB CORPORATION | MEMBER | ||
| KOLINSKY, DANIEL MICHAEL | MEMBER | 6734357 | |
| KRUKOWSKI, JULIAN THEODORE | CCO | 3070439 | |
| MITCHELL, JULIE ERIN | CAO | 3128001 | |
| TARTAN FARM CORP. | MEMBER |
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Advisor's working at BERKSHIRE GLOBAL ADVISORS LP
Megan Ting Wong
Robert Bruce Cameron
George Wyman Morriss
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