Asset ManagerRIA · CRD 127726SEC-Registered

Updated:

Berman, Gil

Berman, Gil is a financial entity with minimal public disclosures—no confirmed principals, strategy, or AUM as of 2026.

Berman, Gil

Berman, Gil is an SEC-registered investment adviser in Boulder, CO. The firm manages approximately $64 million in regulatory assets. It has 1 employee and 1 investment adviser.

General information

Firm type

Asset Manager

Year founded

AUM

Undisclosed

Location

Region

Country

City

Corporate office

Frequently asked questions

What is Berman, Gil's investment strategy?

No investment strategy is publicly disclosed. The firm does not appear in financial media coverage, and no regulatory filings have been identified that describe an asset-class mix, stage preferences, or sector focus. Any characterization of its strategy would require direct, non-public documentation.

Who runs Berman, Gil?

Named principals are not confirmed by public record. Business registry filings, where they exist, do not associate identifiable investment professionals with the entity in a way that has been independently verified by financial publications. Institutional due diligence should confirm leadership through direct inquiry.

Does Berman, Gil have any known portfolio holdings or co-investments?

No portfolio companies, real estate assets, fund commitments, or co-investment relationships are attributed to Berman, Gil in the reporting of major financial publications. The firm's investment activity, if any, has not been surfaced through standard transaction data sources.

What is the firm's regulatory status?

The firm's regulatory status is unclear from public records. It does not appear to maintain active registrations with the SEC as an investment adviser under a commonly identifiable legal name, though entity names can differ from filing names. Allocators should verify registration, exemptions, and any foreign regulatory standing independently.

How should an allocator approach due diligence on a firm with this profile?

An allocator should request audited financial statements, a detailed organizational chart, proof of regulatory registration or exemption, and a complete investment track record directly from principals. The absence of a public narrative and standard industry footprint makes documentary verification the sole reliable path to understanding the entity's operations and suitability.

Profile maintained by 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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