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Beckerman Institutional, LLC

● SEC registered since 2021CRD 142480SEC# 801-120898Ocean Grove, NJ
Export (members)
Reg. AUM
$253.4M
Employees
6
Accounts
622
Location
Ocean Grove, NJ

Beckerman Institutional, LLC assets under management

Beckerman Institutional, LLC is an SEC-registered investment adviser based in Ocean Grove, NJ. The firm has been registered since 2021. It reports $253.4 million in regulatory assets under management and employs 6 people.
www.facebook.com/beckermanllcView on SEC.gov ↗

Beckerman Institutional, LLC owners & executives

1 reported
NameTitleOwnershipSince
Daniel Mark Beckerman ControlCeo/CcoOver 75%2006

Frequently asked questions

How much does Beckerman Institutional, LLC manage?

Beckerman Institutional, LLC reports $253.4 million in regulatory assets under management on its Form ADV.

How many employees does Beckerman Institutional, LLC have?

Beckerman Institutional, LLC reports 6 employees.

Where is Beckerman Institutional, LLC located?

Beckerman Institutional, LLC is based in Ocean Grove, NJ and has been SEC-registered since 2021.

Does Beckerman Institutional, LLC disclose fund performance?

Beckerman Institutional, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address77 Main Avenue, Suite 1a, Ocean Grove, NJ 07756
Phone877-892-7738
Fax732-222-3337
Office hoursBy Appointment Only
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$243.7M
Non-discretionary$9.7M
Total (RAUM)$253.4M