THE BERRY GROUP, LLC
Legal name: THE BERRY GROUP
CRD #301876 SEC #801-116864 WORCESTER, MA 508-713-9580
SEC Registered
Total AUM
$553M
Discretionary
$498.8M
Employees
4
Clients
0
Accounts
1,066
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2020 | $553M | $498.8M | $54.2M | 4 | 60 |
| Aug 2020 | $553M | $498.8M | $54.2M | 4 | 60 |
| May 2020 | $553M | $498.8M | $54.2M | 4 | 60 |
| Mar 2020 | $553M | $498.8M | $54.2M | 4 | 60 |
| Jan 2020 | $564.8M | $472.2M | $92.7M | 4 | 0 |
| Nov 2019 | $564.8M | $472.2M | $92.7M | 4 | 0 |
| Oct 2019 | $564.8M | $472.2M | $92.7M | 4 | 0 |
| Oct 2019 | $564.8M | $472.2M | $92.7M | 204 | 0 |
DateDec 2020
Total AUM$553M
Discretionary$498.8M
Non-Disc.$54.2M
Employees4
Clients60
DateAug 2020
Total AUM$553M
Discretionary$498.8M
Non-Disc.$54.2M
Employees4
Clients60
DateMay 2020
Total AUM$553M
Discretionary$498.8M
Non-Disc.$54.2M
Employees4
Clients60
DateMar 2020
Total AUM$553M
Discretionary$498.8M
Non-Disc.$54.2M
Employees4
Clients60
DateJan 2020
Total AUM$564.8M
Discretionary$472.2M
Non-Disc.$92.7M
Employees4
Clients0
DateNov 2019
Total AUM$564.8M
Discretionary$472.2M
Non-Disc.$92.7M
Employees4
Clients0
DateOct 2019
Total AUM$564.8M
Discretionary$472.2M
Non-Disc.$92.7M
Employees4
Clients0
DateOct 2019
Total AUM$564.8M
Discretionary$472.2M
Non-Disc.$92.7M
Employees204
Clients0