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Berman Capital Advisors

EST. AUM
$4,700,000,000

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2

CLIENT ACCOUNTS

Firm Details

Metro area Atlanta
CRD Number 155419
Website cressetcapital.com
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Overview

Berman Capital Advisors Is Now Cresset Family Office. Berman Capital Advisors was founded as an independent registered investment advisor, embracing a multi-family-office mindset and model in late 2010. Headquartered in Atlanta, with an office in Austin, the 33 members of the Berman team manage roughly $4.7 billion in assets (as of August 2021). Berman has developed a robust investment platform offering both traditional and alternative investment options not often available at many wealth management firms.

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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