RIA Intelligence

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

Firm Details

Organization Type
Limited Liability Company
State of Formation
Massachusetts
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Aug 5, 2020
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
BERRY, SARAH, GIMANAGING DIRECTOR & CO-FOUNDERE Control
BERRY, SARAH, GIMANAGING PARTNER & CO-FOUNDERE Control
BERRY, SARAH, GIMANAGING PARTNER & CO-FOUNDERE Control
BERRY, SARAH, GIMANAGING PARTNER & CO-FOUNDERE Control
BERRY, SARAH, GIMANAGING PARTNER & CO-FOUNDERE Control
BERRY, SARAH, GIMANAGING PARTNER & CO-FOUNDERE Control
BERRY, SARAH, GIMANAGING PARTNER & CO-FOUNDERE Control
BERRY, SARAH, GIMANAGING PARTNER & CO-FOUNDERE Control
BERRY, SARAH, GIMANAGING PARTNER & CO-FOUNDERE Control
MACHNOWSKI, MICHAEL, DAVIDIMANAGING DIRECTOR, PRESIDENT & CHIEF COMPLIANCE OFFICERB Control
MACHNOWSKI, MICHAEL, DAVIDIMANAGING PARTNER & CHIEF COMPLIANCE OFFICERB Control
MACHNOWSKI, MICHAEL, DAVIDIMANAGING PARTNER & CHIEF COMPLIANCE OFFICERB Control
MACHNOWSKI, MICHAEL, DAVIDIMANAGING PARTNER & CHIEF COMPLIANCE OFFICERB Control
MACHNOWSKI, MICHAEL, DAVIDIMANAGING PARTNER & CHIEF COMPLIANCE OFFICERB Control
MACHNOWSKI, MICHAEL, DAVIDIMANAGING PARTNER & CHIEF COMPLIANCE OFFICERB Control
MACHNOWSKI, MICHAEL, DAVIDIMANAGING PARTNER & CHIEF COMPLIANCE OFFICERB Control
MACHNOWSKI, MICHAEL, DAVIDIMANAGING PARTNER & CHIEF COMPLIANCE OFFICERB Control
MACHNOWSKI, MICHAEL, DAVIDIMANAGING PARTNER & CHIEF COMPLIANCE OFFICERB Control

Registrations

Federal

IA
Aug 5, 2020 REGISTERED

Notice Filings (15)

CA CT FL MA MD ME MN NH NJ NY OR PA RI SC VT

Address

1 MERCANTILE STREET
SUITE 750
WORCESTER, MA 01608
United States
Phone: 508-713-9580