Berone Capital LLC
RIA
Total AUM
$4.1M
Discretionary
$4.1M
100% of AUM
Avg account
$584K
Accounts
7
Employees
2
Advisory reps
2
Firm details
- Headquarters
- ,
- CRD number
- 316412
- Website
- beronecapital.com
- Fee structure
- Percentage of AUM
- Client types
- HNWI96.37%
- Individuals3.63%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Berone Capital LLC is an independent registered investment advisory firm that focuses on providing financial planning services and portfolio management for individuals and small businesses. The firm operates under a fee structure based on a percentage of assets under management. With a client base primarily composed of individuals and families, Berone Capital emphasizes personalized investment strategies tailored to meet the unique needs of its clients.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
Asset composition
- Cash & Cash Equivalents91%
- Investment Grade Corp Bonds5%
- Exchange Traded Equities4%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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