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 registered with the SEC (registration year 2003) and is organized under a non-standard legal form listed as "Other Types of Legal Formation." The dataset classifies the firm as an investment bank and indicates a mixed ownership profile (domestic entity, foreign entity, and individual owners). The firm is not identified as a capital allocator and is not flagged as an active ESG investor, a multi-state adviser, a pension consultant, or a related adviser. The source record does not provide line-item descriptions of services, fee schedules, client segments, or advisory activities, so public-facing business model details are not available in the dataset.
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 32Ralph Roth
Senior AdvisorCRD 1432179

Opal Jakhete
PrincipalCRD 6685034

Drew Murphy
PartnerCRD 5007855
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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