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Berson Money Management
Berson Money Management is an SEC-registered investment adviser with $31 million in regulatory assets under management. The firm has 1 employee and 1...
Overview
Berson Money Management is an SEC-registered investment adviser with $31 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a single office.
General information
Firm type
Single Family Office
Frequently asked questions
How does Berson Money Management source proprietary deal flow?
The firm relies on a network of established relationships with investment banks, law firms, and other family offices. It also participates in club deals and co-investment opportunities sourced through its professional network.
What investment stages does Berson Money Management typically target?
The firm invests across stages, with a preference for mature, cash-flow-generating businesses in the private equity and real estate sectors, though it also holds public equities.
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