BERMAN CAPITAL ADVISORS, LLC
CRD #155419 SEC #801-71925 ATLANTA, GA 404-554-4999
SEC Registered Private Funds
Total AUM
$3.3B
Discretionary
$871.1M
Employees
30
Clients
26
Accounts
1,169
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2021 | $3.3B | $871.1M | $2.5B | 30 | 10 |
| May 2021 | $3.3B | $871.1M | $2.5B | 30 | 10 |
| Mar 2021 | $3.3B | $871.1M | $2.5B | 30 | 10 |
| Nov 2020 | $2.7B | $1.1B | $1.7B | 27 | 1 |
| Jun 2020 | $2.7B | $1.1B | $1.7B | 27 | 1 |
| Jun 2020 | $2.7B | $1.1B | $1.7B | 27 | 1 |
| Mar 2020 | $2.7B | $1.1B | $1.7B | 27 | 1 |
| Dec 2019 | $2.3B | $866.7M | $1.4B | 24 | 1 |
| Jul 2019 | $2.3B | $866.7M | $1.4B | 24 | 1 |
| Mar 2019 | $2.3B | $866.7M | $1.4B | 24 | 1 |
| Mar 2018 | $2.2B | $880.1M | $1.3B | 20 | 2 |
| Oct 2017 | $1.2B | $582.8M | $569.6M | 18 | 0 |
| Mar 2017 | $1.2B | $582.8M | $569.6M | 18 | 200 |
| Jan 2017 | $959.3M | $521.4M | $437.9M | 12 | 200 |
| Apr 2016 | $959.3M | $521.4M | $437.9M | 12 | 200 |
| Mar 2016 | $959.3M | $521.4M | $437.9M | 12 | 200 |
| Aug 2015 | $763.6M | $70.9M | $692.7M | 11 | 140 |
| Jul 2015 | $763.6M | $70.9M | $692.7M | 11 | 140 |
| Apr 2015 | $738.6M | $66.8M | $671.8M | 11 | 100 |
| Mar 2015 | $738.6M | $66.8M | $671.8M | 11 | 100 |
| Mar 2014 | $512M | $0 | $512M | 9 | 100 |
| Dec 2013 | $441.4M | $0 | $441.4M | 9 | 26 |
| Jul 2013 | $441.4M | $0 | $441.4M | 9 | 26 |
| May 2013 | $441.4M | $0 | $441.4M | 9 | 26 |
| Mar 2013 | $441.4M | $0 | $441.4M | 9 | 26 |
| Oct 2012 | $398.3M | $0 | $398.3M | 6 | 26 |
| Mar 2012 | $1.2B | $0 | $1.2B | 1 | 26 |
| Nov 2011 | $1.1B | $0 | $1.1B | 1 | 11 |
| Mar 2011 | $1.1B | $0 | $1.1B | 5 | -- |
| Jan 2011 | $1B | $0 | $1B | 5 | -- |
| Oct 2010 | $0 | $0 | $0 | 5 | -- |
| Oct 2010 | $60M | $0 | $60M | 5 | -- |
DateJul 2021
Total AUM$3.3B
Discretionary$871.1M
Non-Disc.$2.5B
Employees30
Clients10
DateMay 2021
Total AUM$3.3B
Discretionary$871.1M
Non-Disc.$2.5B
Employees30
Clients10
DateMar 2021
Total AUM$3.3B
Discretionary$871.1M
Non-Disc.$2.5B
Employees30
Clients10
DateNov 2020
Total AUM$2.7B
Discretionary$1.1B
Non-Disc.$1.7B
Employees27
Clients1
DateJun 2020
Total AUM$2.7B
Discretionary$1.1B
Non-Disc.$1.7B
Employees27
Clients1
DateJun 2020
Total AUM$2.7B
Discretionary$1.1B
Non-Disc.$1.7B
Employees27
Clients1
DateMar 2020
Total AUM$2.7B
Discretionary$1.1B
Non-Disc.$1.7B
Employees27
Clients1
DateDec 2019
Total AUM$2.3B
Discretionary$866.7M
Non-Disc.$1.4B
Employees24
Clients1
DateJul 2019
Total AUM$2.3B
Discretionary$866.7M
Non-Disc.$1.4B
Employees24
Clients1
DateMar 2019
Total AUM$2.3B
Discretionary$866.7M
Non-Disc.$1.4B
Employees24
Clients1
DateMar 2018
Total AUM$2.2B
Discretionary$880.1M
Non-Disc.$1.3B
Employees20
Clients2
DateOct 2017
Total AUM$1.2B
Discretionary$582.8M
Non-Disc.$569.6M
Employees18
Clients0
DateMar 2017
Total AUM$1.2B
Discretionary$582.8M
Non-Disc.$569.6M
Employees18
Clients200
DateJan 2017
Total AUM$959.3M
Discretionary$521.4M
Non-Disc.$437.9M
Employees12
Clients200
DateApr 2016
Total AUM$959.3M
Discretionary$521.4M
Non-Disc.$437.9M
Employees12
Clients200
DateMar 2016
Total AUM$959.3M
Discretionary$521.4M
Non-Disc.$437.9M
Employees12
Clients200
DateAug 2015
Total AUM$763.6M
Discretionary$70.9M
Non-Disc.$692.7M
Employees11
Clients140
DateJul 2015
Total AUM$763.6M
Discretionary$70.9M
Non-Disc.$692.7M
Employees11
Clients140
DateApr 2015
Total AUM$738.6M
Discretionary$66.8M
Non-Disc.$671.8M
Employees11
Clients100
DateMar 2015
Total AUM$738.6M
Discretionary$66.8M
Non-Disc.$671.8M
Employees11
Clients100
DateMar 2014
Total AUM$512M
Discretionary$0
Non-Disc.$512M
Employees9
Clients100
DateDec 2013
Total AUM$441.4M
Discretionary$0
Non-Disc.$441.4M
Employees9
Clients26
DateJul 2013
Total AUM$441.4M
Discretionary$0
Non-Disc.$441.4M
Employees9
Clients26
DateMay 2013
Total AUM$441.4M
Discretionary$0
Non-Disc.$441.4M
Employees9
Clients26
DateMar 2013
Total AUM$441.4M
Discretionary$0
Non-Disc.$441.4M
Employees9
Clients26
DateOct 2012
Total AUM$398.3M
Discretionary$0
Non-Disc.$398.3M
Employees6
Clients26
DateMar 2012
Total AUM$1.2B
Discretionary$0
Non-Disc.$1.2B
Employees1
Clients26
DateNov 2011
Total AUM$1.1B
Discretionary$0
Non-Disc.$1.1B
Employees1
Clients11
DateMar 2011
Total AUM$1.1B
Discretionary$0
Non-Disc.$1.1B
Employees5
Clients--
DateJan 2011
Total AUM$1B
Discretionary$0
Non-Disc.$1B
Employees5
Clients--
DateOct 2010
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateOct 2010
Total AUM$60M
Discretionary$0
Non-Disc.$60M
Employees5
Clients--