J.L. BERKOWITZ & CO., L.L.C.
CRD #138317 SEC #801-65454 NEW YORK, NY 212-940-0700
SEC Registered
Total AUM
$325M
Discretionary
$325M
Employees
--
Clients
--
Accounts
3
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- --
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Dec 14, 2005
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| SHEVLIN, PATRICIA, ELLEN | I | CCO, VICE PRESIDENT AND GENERAL MANAGER | NA | Control |
| SHEVLIN, PATRICIA, ELLEN | I | CCO, VICE PRESIDENT AND GENERAL MANAGER | NA | Control |
| BERKOWITZ, JEFFREY, LEE | I | MANAGING MEMBER AND PRINCIPAL | E | Control |
| BERKOWITZ, JEFFREY, LEE | I | MANAGING MEMBER AND PRINCIPAL | E | Control |
Registrations
Federal
IA
Dec 14, 2005 REGISTERED
Notice Filings (2)
CA NY
Address
909 THIRD AVENUEFLOOR 14
NEW YORK, NY 10022
USA
Phone: 212-940-0700