Berenson & Company, LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
17
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 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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • Jeffrey Berenson

    Chief Executive OfficerCRD 18881

  • Michael Lewis

    Michael Lewis

    Chief Financial Officer & Chief Compliance OfficerCRD 4587805

Contacts

3 of 15
  • Jonathan Steele

    Jonathan Steele

    Senior Managing PartnerCRD 4180874

  • Brendan Ryan

    Brendan Ryan

    Senior Managing PartnerCRD 5007621

  • Islam Zughayer

    Islam Zughayer

    Senior Managing PartnerCRD 5191420

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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