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| Berman McAleer LLC
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|---|---|
| CRD # | 332906 |
| SEC # | 801-131830 |
| CIK # | 0002094332 |
| AUM | 1,821.8 M (2026-03-03) |
| Employees | 29 (48% Investors, 0% Brokers) |
| Phone | 410-560-9960 |
| Address | 9690 Deereco Road Timonium, MD 21093 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002094332 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 9.8 | ||
| Fidelity Wise Origin Bitcoin Fund | 8.9 | ||
| Johnson & Johnson | 7.6 | ||
| Armada Hoffler Properties Inc | 7.2 | ||
| Amazon Com Inc | 6.2 | ||
| Microsoft Corp | 4.8 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 264 | 106.1 |
| (b) Individuals (high net worth individuals) | 382 | 1,632.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 3 | 83.6 |
| (n) Other | 0 | 0.0 |
| Total | 2,467 | 1,821.8 |
| By Discretionary | ||
| Discretionary | 2,467 | 1,821.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,467 | 1,821.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,821.8 | |
| Total | 2,467 | 1,821.8 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002094332] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
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|---|---|---|
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