# Berson Money Management

Berson Money Management is a Single Family Office.

## Overview

- **Organization type:** Single Family Office
- **Assets under management:** Undisclosed
- **Website:** https://bersonmoney.com
- **LinkedIn:** https://www.linkedin.com/company/micheleberson

## Regulatory record

- **CRD number:** 160631
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/160631

## About

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.

## 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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Last updated: 2026-07-06T01:24:12.422Z

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