BERINGEA, LLC

RIASEC RegisteredEst. 2012
Total AUM
$270M
Discretionary
$106M
39% of AUM
Avg account
$67.5M
Accounts
4
Employees
5
Advisory reps
3

Firm details

Headquarters
FARMINGTON HILLS, Michigan
CRD number
161803
Registered since
March 14, 2012
Fee structure
Percentage of AUM
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Beringea, LLC is organized as a limited liability company and operates as a private equity fund adviser. The firm has been SEC-registered since 2012 and identifies its clients as institutional investors. Its principal advisory activity is portfolio management for pooled investment vehicles, and the firm also serves as sponsor/GP and managing member of those pooled vehicles. Beringea charges fees as a percentage of assets under management and does not describe itself as an active ESG investor or a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

3 of 3
  • MALCOLM MOSS

    Founding PartnerCRD 6030514

  • LESLIE SHIPLEY

    DirectorCRD 1635651

  • CHARLES ROTHSTEIN

    Founding PartnerCRD 1459508

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

FARMINGTON HILLS, MI

OAKLAND

Location

FARMINGTON HILLS, MI

Headquartered in FARMINGTON HILLS, MI, anchoring the Detroit-Warren-Ann Arbor, MI metro in the Midwest.

Metro area
Detroit-Warren-Ann Arbor, MI
Region
Midwest
County
OAKLAND
Address
32330 W 12 Mile Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth