BERMAN MCALEER, LLC
Legal name: BERMAN MCALEER
CRD #332906 SEC #801-131830 TIMONIUM, MD 410-560-9960
SEC Registered
Total AUM
$1.6B
Discretionary
$1.6B
Employees
29
Clients
251
Accounts
2,334
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Dec 11, 2025
- Branch Offices
- 2
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| HAGAN, MELANIE, DEE | I | OWNER | NA | |
| HAGAN, MELANIE, DEE | I | OWNER | NA | |
| HAGAN, MELANIE, DEE | I | OWNER | NA | |
| HAGAN, MELANIE, DEE | I | OWNER | NA | |
| HAGAN, MELANIE, DEE | I | OWNER | NA | |
| HAGAN, MELANIE, DEE | I | OWNER | NA | |
| HOLMES, BRETT, T | I | OWNER | NA | |
| HOLMES, BRETT, T | I | OWNER | NA | |
| HOLMES, BRETT, T | I | OWNER | NA | |
| HOLMES, BRETT, T | I | OWNER | NA | |
| HOLMES, BRETT, T | I | OWNER | NA | |
| HOLMES, BRETT, T | I | OWNER | NA | |
| MCALEER, JOHN, JOSEPH | I | OWNER | C | Control |
| MCALEER, JOHN, JOSEPH | I | OWNER | C | Control |
| MCALEER, JOHN, JOSEPH | I | OWNER | C | Control |
| MCALEER, JOHN, JOSEPH | I | OWNER | C | Control |
| MCALEER, JOHN, JOSEPH | I | OWNER | C | Control |
| MCALEER, JOHN, JOSEPH | I | OWNER | C | Control |
| BERMAN, DAVID, LEE | I | CHIEF EXECUTIVE OFFICER | B | Control |
| BERMAN, DAVID, LEE | I | CHIEF EXECUTIVE OFFICER | B | Control |
| BERMAN, DAVID, LEE | I | CHIEF EXECUTIVE OFFICER | B | Control |
| BERMAN, DAVID, LEE | I | CHIEF EXECUTIVE OFFICER | B | Control |
| BERMAN, DAVID, LEE | I | CHIEF EXECUTIVE OFFICER | B | Control |
| BERMAN, DAVID, LEE | I | CHIEF EXECUTIVE OFFICER | B | Control |
| COOK, ANDREW, T | I | OWNER | B | Control |
| COOK, ANDREW, T | I | OWNER | B | Control |
| COOK, ANDREW, T | I | OWNER | B | Control |
| COOK, ANDREW, T | I | OWNER | B | Control |
| COOK, ANDREW, T | I | OWNER | B | Control |
| COOK, ANDREW, T | I | OWNER | B | Control |
| MITCHELTREE, SUSAN, MICHELE | I | OWNER | B | Control |
| MITCHELTREE, SUSAN, MICHELE | I | OWNER | B | Control |
| MITCHELTREE, SUSAN, MICHELE | I | OWNER | B | Control |
| MITCHELTREE, SUSAN, MICHELE | I | OWNER | B | Control |
| MITCHELTREE, SUSAN, MICHELE | I | OWNER | B | Control |
| MITCHELTREE, SUSAN, MICHELE | I | OWNER | B | Control |
| MONAGHAN, PATRICK, JOSEPH | I | OWNER | B | Control |
| MONAGHAN, PATRICK, JOSEPH | I | OWNER | B | Control |
| MONAGHAN, PATRICK, JOSEPH | I | OWNER | B | Control |
| MONAGHAN, PATRICK, JOSEPH | I | OWNER | B | Control |
| MONAGHAN, PATRICK, JOSEPH | I | OWNER | B | Control |
| MONAGHAN, PATRICK, JOSEPH | I | OWNER | B | Control |
| Bruns, William, Francis | I | CHIEF COMPLIANCE OFFICER, CHIEF FINANCIAL OFFICER | A | Control |
| Bruns, William, Francis | I | CHIEF COMPLIANCE OFFICER, CHIEF FINANCIAL OFFICER | A | Control |
| Bruns, William, Francis | I | CHIEF COMPLIANCE OFFICER, CHIEF FINANCIAL OFFICER | A | Control |
| Bruns, William, Francis | I | CHIEF COMPLIANCE OFFICER, CHIEF FINANCIAL OFFICER | A | Control |
| Bruns, William, Francis | I | CHIEF COMPLIANCE OFFICER, CHIEF FINANCIAL OFFICER | A | Control |
| Bruns, William, Francis | I | CHIEF COMPLIANCE OFFICER, CHIEF FINANCIAL OFFICER | A | Control |
Registrations
Federal
IA
Dec 11, 2025 REGISTERED
Notice Filings (16)
AZ CA CO DE FL GA LA MA MD NC NJ NY PA SC TX VA
Address
9690 DEERECO ROADSUITE 800
TIMONIUM, MD 21093
United States
Phone: 410-560-9960