Berenberg Asset Management LLC

RIASEC RegisteredEst. 2014

Total AUM

$34.8M

Discretionary

$34.8M

100% of AUM

Avg account

$34.8M

Accounts

Employees

Advisory reps

Firm details

Headquarters: New York, New York
CRD number: 171274
Registered since: July 15, 2014
Website: www.berenberg.de
Custodians: PRINCIPAL SECURITIES, INC.
Fee structure: Percentage of AUM
Client types: Corporations / Businesses100%
Services: Portfolio Management for Institutional ClientsPension Consulting

Firm profile

FINTRX

Overview

Berenberg Asset Management LLC is an institutional registered investment adviser organized as an LLC and SEC-registered since 2014. The ownership structure includes foreign-entity and individual stakeholders. The firm bills clients on a percentage-of-AUM fee basis and focuses on portfolio management for businesses and institutional clients, with pension consulting listed among its advisory services. It is not positioned as a capital allocator and does not self-identify as an active ESG investor. The firm's industry ties are broad: regulatory and product filings list affiliations with a broker-dealer, other investment advisers, a banking or thrift institution, and roles as sponsor/GP/managing member of pooled investment vehicles. Those connections suggest the capability to both advise institutional clients and participate in the sponsorship or management of pooled funds.