PPrivate Fund Data Log in Join · $37/mo

Jeffrey Brent Berman

Managing MemberTrifecta Capital Advisors, LLCCRD 7480586

About Jeffrey Brent Berman

Jeffrey Brent Berman is listed as Managing Member at Trifecta Capital Advisors, LLC in Northbrook, IL. Form ADV reports a beneficial ownership band of 25-50%.

Reported ownership

Owns 25-50% of Trifecta Capital Advisors, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Jeffrey Brent Berman work?

Jeffrey Brent Berman is listed as Managing Member at Trifecta Capital Advisors, LLC on SEC Form ADV.

How much of Trifecta Capital Advisors, LLC does Jeffrey Brent Berman own?

Form ADV reports a beneficial ownership band of 25-50%.

Trifecta Capital Advisors, LLC

TitleManaging Member
Ownership25-50%
Control personYes
Since2021