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Berman, Gil

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

Berman, Gil

Berman, Gil is a state-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

Frequently asked questions

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 Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Source record modified: . Public records carry source-specific dates where available. No population-wide measured refresh cadence or universal verification deadline is established here. Page modified, source captured, fact observed, entity verified and aggregate measured describe different events. Check the date attached to the relevant claim; a missing verification date means unknown. Stored source history does not establish a customer-facing historical-analysis interface. To correct this record or make a privacy request, send the page URL and your evidence to privacy@altss.com; corrections are free.

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