BERENSON & COMPANY, LLC

Broker-DealerFINRA MemberEst. 1991
Total AUM
Advisory reps
16
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
28016
Registered since
February 7, 1991

Firm profile

FINTRX

Overview

Berenson & Company, LLC is organized as a limited liability company and has been SEC-registered since 1991. FINTRX classifies the firm as an investment bank; ownership is listed as a combination of a domestic entity and an individual. The dataset indicates the firm does not act as a capital allocator and is not identified as an active ESG investor, a multi-state adviser, a pension consultant, or a related adviser. The firm has not supplied detail on its client base, advisory activities, fee structure, or broader business activities in the FINTRX record. That absence of disclosure makes it difficult to characterize its service model, target clients, or typical mandate structure from the available data alone.

Assets & Accounts

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • MICHAEL LEWIS

    Chief Financial Officer & Chief Compliance OfficerCRD 4587805

  • JEFFREY BERENSON

    Chief Executive OfficerCRD 18881

Contacts

3 of 14
  • Henry Berenson

    Private Equity AnalystCRD 8051027

  • Judah Wahba

    AnalystCRD 7757312

  • DOMINIC CHAN

    Vice PresidentCRD 5345582

Unlock 11 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
NEW YORK
Address
667 Madison Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth