Berkshire Global Advisors LP
Firm details
- Headquarters
- New York, New York
- CRD number
- 124180
- Registered since
- May 12, 2003
- Website
- berkshireglobal.com
Firm profile
FINTRXOverview
Berkshire Global Advisors LP is organized under an “other” legal formation and is classified as an investment bank. Reported ownership includes domestic and foreign entities as well as individual owners. The firm does not act as a capital allocator and is not identified as an active ESG investor. Additional metadata indicates it is not a multi-state adviser, not newly formed, does not serve as a pension consultant, and has no listed related adviser relationships. Public disclosures available through the source are minimal: there is little detail about specific business lines, advisory activities, fee schedules, or client segments.
Assets & Accounts
Location & Offices
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
1 of 1
Julie Mitchell
Chief Operating OfficerCRD 3128001
Contacts
3 of 32
Ian Kravitz
Investment Banking AssociateCRD 6675752
Ralph Roth
Senior AdvisorCRD 1432179

Mark Mahoney
Senior AdvisorCRD 854952
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
- 527 Madison Ave
- Time zone
- ET (UTC-5)
- Office locations
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