Berkshire Global Advisors LP

Broker-DealerFINRA MemberEst. 2003
Total AUM
Advisory reps
33
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
124180
Registered since
May 12, 2003

Firm profile

FINTRX

Overview

Berkshire Global Advisors LP is registered with the SEC (registration year 2003) and is organized under a non-standard legal form listed as "Other Types of Legal Formation." The dataset classifies the firm as an investment bank and indicates a mixed ownership profile (domestic entity, foreign entity, and individual owners). The firm is not identified as a capital allocator and is not flagged as an active ESG investor, a multi-state adviser, a pension consultant, or a related adviser. The source record does not provide line-item descriptions of services, fee schedules, client segments, or advisory activities, so public-facing business model details are not available in the dataset.

Assets & Accounts

Location & Offices

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

1 of 1
  • Julie Mitchell

    Julie Mitchell

    Chief Operating OfficerCRD 3128001

Contacts

3 of 32
  • Ralph Roth

    Senior AdvisorCRD 1432179

  • Opal Jakhete

    Opal Jakhete

    PrincipalCRD 6685034

  • Drew Murphy

    Drew Murphy

    PartnerCRD 5007855

Unlock 29 more contacts

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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth