BERENSON & COMPANY, LLC

Broker-DealerFINRA MemberEst. 1991
Total AUM
Advisory reps
16
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
28016
Registered since
February 7, 1991

Firm profile

FINTRX

Overview

Berenson & Company, LLC is organized as a limited liability company and is registered with the SEC; its registration dates to 1991. The firm is classified as an investment bank and is owned by a domestic individual/entity. The firm is not identified as a capital allocator and is not flagged as an active ESG investor. It is not listed as a multi-state adviser, a pension consultant, or a related adviser. Public disclosures in the dataset do not include specifics about the firm's client segments, fee schedule, detailed business lines, or advisory product offerings. The firm’s filings likewise omit information about alternative investments or family-office services.

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

2 of 2
  • MICHAEL LEWIS

    Chief Financial Officer & Chief Compliance OfficerCRD 4587805

  • JEFFREY BERENSON

    Chief Executive OfficerCRD 18881

Contacts

3 of 14
  • Henry Berenson

    Private Equity AnalystCRD 8051027

  • Judah Wahba

    AnalystCRD 7757312

  • DOMINIC CHAN

    Vice PresidentCRD 5345582

Unlock 11 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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
667 Madison Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth