RIA Intel›Advisers›BERMAN, STEVEN MALLIN

BERMAN, STEVEN MALLIN

Advisory

N·

Data as of Jul 25, 2018 · Source: SEC Form ADV

Total AUM

$1.1B

1-Year AUM Growth

+246.4%

3-Year CAGR

+69.6%

Employees

1

Assets Under Management

Total AUM$1.1B

Discretionary AUM$1.1B

Non-Discretionary AUM$0

Discretionary %100%

Total Clients—

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Filing History

Total Filings on Record24

First FilingApr 27, 2004

Latest FilingJul 25, 2018

🔒 Full AUM trend chart and 24 historical filings spanning 14+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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Get the full picture on BERMAN, STEVEN MALLIN

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.