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Berson Money Management
Berson Money Management is an SEC-registered investment adviser with $31 million in regulatory assets under management.
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 investment adviser. It operates with a single office.
General information
Firm type
Single Family Office
Year founded
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AUM
Undisclosed
Location
Region
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Country
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City
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Corporate office
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Frequently asked questions
Who runs investment decisions at Berson Money Management?
The firm is managed by the Berson family, though specific named investment professionals are not publicly disclosed. Investment decisions are overseen by family principals and may involve external advisors.
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.
Is Berson Money Management structured as a single family office or does it operate more like a venture firm?
It is structured as a single-family office, managing the wealth of the Berson family. Its investment activities focus on long-term capital allocation rather than venture capital, though it may participate in private equity opportunities.
Does Berson Money Management participate in fund commitments or only direct deals?
The firm allocates capital through a mix of fund investments with external managers and direct investments in operating businesses and real estate, per public record.
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.
Which sectors does Berson Money Management explicitly avoid?
No explicit sector exclusions have been publicly disclosed. The firm appears to focus on traditional asset classes and avoids highly speculative or early-stage venture investments.
Where does the underlying wealth come from?
The Berson family wealth originated from the retail and manufacturing sectors, though further specifics have not been publicly detailed.
Profile maintained by Altss 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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