RIA Intel›Advisers›Delaware›BERONE CAPITAL LLC

BERONE CAPITAL LLC

Advisory

Data as of Jun 9, 2023 · Source: SEC Form ADV

Average account

$584K

across 7 accounts

AUM per adviser

$4M

1 advisers

Source: SEC Form ADV. Figures as filed Jun 9, 2023.

Total AUM

$4M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$4M

Discretionary AUM$4M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients5

Team

Total Employees2

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InGA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

5 clients

5 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in DE

Closest by assets under management. All figures from Form ADV.

APSIS CAPITAL MANAGEMENT LLC

$4M

WHITE PEAKS ASSET MANAGEMENT, LLC

$4M

HIGHLANDS CAPITAL CORPORATION

$4M

SONDER PARTNERS, LLC

$4M

SYMPLECTIC CAPITAL LLC

$4M

ALPHATHETA CAPITAL LLC

$4M

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