Berman, Sosman & Rosenzweig Cpas Pllc

Overview

Berman, Sosman & Rosenzweig CPAs PLLC operates as a limited liability company serving in the capacity of an institutional registered investment adviser and capital allocator. The firm’s primary business activity is accounting, and its advisory role centers on the selection of outside advisers rather than running in-house discretionary strategies. Fee arrangements are categorized as "other" in the source data. The firm is not flagged as an active ESG investor, does not present itself as a multi-state adviser, and is not identified as a pension consultant or a related adviser. As an accounting firm that also performs adviser selection, Berman, Sosman & Rosenzweig appears to blend tax and accounting services with investment gatekeeping—placing clients with third-party managers or recommending external vehicles rather than offering proprietary portfolio management. Its owner type is listed as individual, suggesting ownership concentrated with one or a small number of principals.

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