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- Custodian
- --
- Clients
- Retail
- Platforms
- Vertex glacier
- Established Date
- 12-02-2011
- Office Locations
- 1
Office Locations
About Berger Asset Management, Inc.
Berger Asset Management (BAM) is a Chicago-based private equity real estate investment and management firm led by Jonathan Berger. BAM targets value-add and opportunistic acquisitions, including distressed and functionally obsolete properties, and executes renovations, leasing, and hands-on building management. A key differentiator for allocators: substantial personal co-investment alongside investors, with a specialization in adaptive re-use.
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Owner & Executives
KEVIN RICHARD BERGER
Chief Compliance Officer, President, Senior Vice President
- CRD
- #2618858
- Ownership
- 75% or more
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $25,820,000 | $291,667 |
| Non-Discretionary | $0 | -- |
| Total | $25,820,000 | $291,667 |
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Separately Managed Accounts
Total SMA Asset: $25,820,000
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $707,304,789 | 10.3% |
| Cash | $3,158,836,922 | 46.0% |
| Municipal Bonds | $3,000,895,075 | 43.7% |
| Total | $6,867,036,786 | 100.0% |