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Berman McAleer, LLC

● SEC registered since 2025CRD 332906SEC# 801-131830Timonium, MD
Export (members)
Reg. AUM
$1.6B
Employees
29
Accounts
2,334
Location
Timonium, MD

Berman McAleer, LLC assets under management

Berman McAleer, LLC operates as an SEC-registered investment adviser based in Timonium, MD. The firm has been registered since 2025. It reports $1.6 billion in regulatory assets under management and employs 29 people.

Berman McAleer, LLC owners & executives

8 reported
NameTitleOwnershipSince
Andrew T Cook ControlOwner10-25%2024
Brett T HolmesOwnerUnder 5%2024
David Lee Berman ControlChief Executive Officer10-25%2024
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Frequently asked questions

How much does Berman McAleer, LLC manage?

Berman McAleer, LLC reports $1.6 billion in regulatory assets under management on its Form ADV.

How many employees does Berman McAleer, LLC have?

Berman McAleer, LLC reports 29 employees.

Where is Berman McAleer, LLC located?

Berman McAleer, LLC is based in Timonium, MD and has been SEC-registered since 2025.

Does Berman McAleer, LLC disclose fund performance?

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

Contact & registration

Address9690 Deereco Road, Suite 800, Timonium, MD 21093
Phone410-560-9960
Office hours9 a.m. - 5 p.m.
SEC regionPhiladelphia Regional Office (PLRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$1.6B
Non-discretionary$0
Total (RAUM)$1.6B