BERENSON & COMPANY, LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 28016
- Registered since
- February 7, 1991
- Website
- berensonco.com
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2MICHAEL LEWIS
Chief Financial Officer & Chief Compliance OfficerCRD 4587805
JEFFREY BERENSON
Chief Executive OfficerCRD 18881
Contacts
3 of 14Henry Berenson
Private Equity AnalystCRD 8051027
Judah Wahba
AnalystCRD 7757312
DOMINIC CHAN
Vice PresidentCRD 5345582
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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