RIA Intelligence

J.L. BERKOWITZ & CO., L.L.C.

CRD #161584 SEC #802-75332 NEW YORK, NY 212-940-0700
State Registered Exempt Reporting Private Funds
Total AUM
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Discretionary
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Employees
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Clients
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Accounts
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Firm Details

Organization Type
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State of Formation
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Fiscal Year End
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Registration Date
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Latest Filing
Mar 29, 2012
Branch Offices
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Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
SHEVLIN, PATRICIA, ELLENICOMPLIANCE OFFICERNA
SHEVLIN, PATRICIA, ELLENICOMPLIANCE OFFICERNA
SHEVLIN, PATRICIA, ELLENICOMPLIANCE OFFICERNA
BERKOWITZ, JEFFREY, LEEIMANAGING MEMBERE Control
BERKOWITZ, JEFFREY, LEEIMANAGING MEMBERE Control
BERKOWITZ, JEFFREY, LEEIMANAGING MEMBERE Control

Registrations

Federal

ERA
Mar 29, 2012 REGISTERED

Address

909 THIRD AVENUE, FL. 12
NEW YORK, NY 10022-4731
United States
Phone: 212-940-0700