Berkshire Global Advisors LP

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
33
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
124180
Registered since
May 12, 2003

Firm profile

FINTRX

Overview

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

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

1 of 1
  • Julie Mitchell

    Julie Mitchell

    Chief Operating OfficerCRD 3128001

Contacts

3 of 32
  • Ian Kravitz

    Ian Kravitz

    Investment Banking AssociateCRD 6675752

  • Ralph Roth

    Senior AdvisorCRD 1432179

  • Mark Mahoney

    Mark Mahoney

    Senior AdvisorCRD 854952

Unlock 29 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
527 Madison Ave
Time zone
ET (UTC-5)
Office locations

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