Bank / Wealth / Trust

Berman Capital Advisors

Berman Capital Advisors is a wealth management company based in Atlanta, Georgia. It specializes in individual, customized portfolios. It merged with Cresset Asset Management in September 2021 and now operates under Cresset.

Berman Capital Advisors

Berman Capital Advisors is a wealth management company based in Atlanta, Georgia. It specializes in individual, customized portfolios. It merged with Cresset Asset Management in September 2021 and now operates under Cresset.

General information

Firm type

Bank / Wealth / Trust

Year founded

AUM

Location

Region

Country

City

Atlanta

Corporate office

3475 Lenox Road Suite 970

Frequently asked questions

What is Berman Capital Advisors?

Berman Capital Advisors is a bank / wealth / trust headquartered in Atlanta.

Where is Berman Capital Advisors headquartered?

Berman Capital Advisors is headquartered in Atlanta.

What does Altss track for Berman Capital Advisors?

Altss maintains an OSINT-verified profile of Berman Capital Advisors covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), assets (real estate, public market positions, private companies, art and cultural holdings, philanthropy and foundations), and network (club memberships, associations, and event participation). Detailed values are available to Altss subscribers.

What is Berman Capital Advisors's website?

Berman Capital Advisors's public website is www.bermancapital.com. Verified contact details for principals and decision-makers are available to Altss subscribers.

What type of firm is Berman Capital Advisors?

Berman Capital Advisors is classified by Altss as a Bank / Wealth / Trust.

How does Altss source intelligence on Berman Capital Advisors?

Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.

How fresh is the Altss profile for Berman Capital Advisors?

Berman Capital Advisors's profile is part of Altss's continuous-refresh dataset, with a full update cycle at least every 30 days and priority changes applied as new information is verified.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Continuous refresh with full update cycles at least every 30 days.

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