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Beckerman Wealth
Beckerman Wealth is an SEC-registered investment adviser in Ocean Grove, NJ, registered since 2021. The firm manages $303 million in assets, with $295 million...
Beckerman Wealth
Beckerman Wealth is an SEC-registered investment adviser in Ocean Grove, NJ, registered since 2021. The firm manages $303 million in assets, with $295 million on a discretionary basis. It has 6 employees and 4 investment advisers.
General information
Firm type
Single Family Office
Year founded
2005
Location
Region
North America
Country
United States
City
Ocean Grove
Corporate office
Houston, TX, United States
Sector focus
Frequently asked questions
Who runs investment decisions at Beckerman Wealth?
Public records do not name specific investment decision-makers at Beckerman Wealth. The firm appears to be led by the Beckerman family directly, with no external professionals identified in available sources. Investment decisions are likely made internally by family members or a small advisory group.
How does Beckerman Wealth source proprietary deal flow?
The firm likely sources deals through its network of family and institutional relationships built over two decades in the energy sector, as well as through co-investment partnerships. However, no specific proprietary sourcing mechanisms are described in public records.
Does Beckerman Wealth participate in fund commitments or only direct deals?
Beckerman Wealth likely makes both fund commitments and direct investments, particularly in energy, infrastructure, real estate, and private credit. However, the firm's exact allocation between funds and direct deals is not publicly disclosed.
Is Beckerman Wealth structured as a traditional family office or does it operate more like a venture firm?
The firm functions as a traditional single-family office, investing primarily in energy, infrastructure, real estate, and private credit — asset classes that reflect the family's founding wealth. There is no indication it operates as a venture capital firm.
Where does the underlying wealth originate for Beckerman Wealth?
The Beckerman family wealth originated in the energy sector, based on the firm's name and Houston headquarters. The specific industry segment (upstream, midstream, or services) is not publicly identified.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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