Private EquityRIA · CRD 340994SEC-Registered

Updated:

Berenson Capital

Berenson Capital invests growth equity in North American software and technology-enabled services companies.

Berenson Capital logo

Berenson Capital

Berenson & Company runs investment banking alongside its private equity activities. The banking side supplies strategic advisory, mergers and acquisitions, restructuring and financing services. Berenson Capital commits to growth equity in software and technology-enabled services. Confirmed sector coverage includes FinTech, RegTech, Healthcare Services, Workflow Automation, Digital Health and HRTech. All activity stays within North America, with primary focus on the United States and Canada. Investments follow buyout, growth and restructuring strategies. No public data exist on assets under management, team size or additional offices. The firm states it works with executives, founders, boards, family offices and financial sponsors. Berenson Capital operates as the dedicated private equity sleeve inside a merchant bank rather than a standalone fund complex or multi-family office platform.

General information

Firm type

Private Equity

Year founded

AUM

Undisclosed

Location

Region

North America

Country

United States

City

New York

Corporate office

New York, United States

Sector focus

FinTechRegTechHealthcare ServicesWorkflow AutomationDigital HealthHRTechEnterprise Software

Frequently asked questions

Who runs investment decisions at Berenson Capital?

No named investment committee or lead principals appear in public materials.

Does Berenson Capital participate in fund commitments or only direct deals?

Public descriptions indicate direct private equity investments rather than fund-of-funds commitments.

What investment stages does Berenson Capital typically target?

The firm targets growth equity opportunities.

Which sectors does Berenson Capital focus on?

Sector tags include FinTech, RegTech, Healthcare Services, Workflow Automation, Digital Health and HRTech.

Where does Berenson Capital invest geographically?

Investments are limited to the United States and Canada.

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