Berenson & Company, LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 28016
- Registered since
- February 7, 1991
- Website
- berensonco.com
Firm profile
FINTRXOverview
Berenson & Company, LLC is organized as a limited liability company and is classified in the dataset as an investment bank. Ownership is listed as a mix of a domestic entity and individual owners. Publicly reported fields leave many operational details unspecified: client types, fee schedules, and explicit business or advisory activities are not listed in the available record. The firm is not identified as a capital allocator and is not flagged as an active ESG investor. It is also marked as not being a multistate adviser, not newly formed, not a pension consultant, and not a related adviser. The firm has not provided disclosed information about its affiliations or the specific services it offers beyond its classification.
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2Jeffrey Berenson
Chief Executive OfficerCRD 18881

Michael Lewis
Chief Financial Officer & Chief Compliance OfficerCRD 4587805
Contacts
3 of 15
Jonathan Steele
Senior Managing PartnerCRD 4180874

Brendan Ryan
Senior Managing PartnerCRD 5007621

Islam Zughayer
Senior Managing PartnerCRD 5191420
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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