Firm profile

BERENBERG ASSET MANAGEMENT LLC

NEW YORK, NYCRD 171274Latest ADV March 24, 2026

Berenberg Asset Management LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in New York, NY. Its latest Form ADV filing, dated March 24, 2026, reports $35M in regulatory assets under management, 30 employees, 3 offices, and 1 account.

Assets Under Management
$35M
Employees
30
Offices
3 offices
Total Clients
<5
Primary office
NEW YORK, NY
1251 6TH AVE, 53RD FLOOR, NEW YORK, NY, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links
Phone(646) 949-9000
WebsiteNot reported
LinkedInNot reported

Leadership

2 roles identified
CEOGregory Shamalov
CCOJens Willershausen

Advisory services offered

2 types reported
Pension consulting services
Portfolio management for businesses

Fee models offered

1 types reported
Asset based fees
Sources checked May 17, 2026

Client Coverage Demographics

Categories with <5 clients
Corporations or other businesses not listed above<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$35Mas of March 24, 2026
Discretionary100.0%
$35M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$35M
Total Accounts1
10Y AUM Change$-109M (-75.8%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees30
Clients per Employee
10Y Employee Change-20 (-40.0%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.