Berman Capital Advisors LLC

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Assets, Funds, Holdings

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Berman Capital Advisors LLC
CRD #155419
SEC #801-71925
CIK #
AUM $2.3 BB (38% Disc, 100% US)
Employees24 (46% Investors, 0% Brokers)
Phone404-554-4999
Address3475 Lenox Road
Atlanta, GA 30326
Links IAPDexternal Websiteexternal LinkedInexternal
Total AUM ($BB)
Sector Holding Cap ($MM) Value ($MM)
VXUS 34.2
SFNC 2,360.0 27.7
IWF 23.0
VO 19.8
VTV 17.9
IWN 11.5
BND 11.2
USMV 10.8
EFAV 10.1
TPYP 7.9
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Holdings by Sector ($BB)
Type Private Fund Form D Sold ($MM) AUM ($MM)
Other BCA Noble Hospitality Income Access LP
0.5
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