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- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 06-01-2021
- Office Locations
- 1
Office Locations
About Berone Capital LLC
Berone Capital LLC is an Acworth, GA wealth management and investment advisory firm serving retail clients, including entrepreneurs. The team builds portfolios across equities, fixed income, and alternative investments with an asset-allocation and risk-management lens and can incorporate socially responsible mandates. Custody relationships include Merrill Lynch.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 5 clients, or 5 clients per representative. That equates to $817.7K in reported AUM per client.
The profile lists 1 reported office location and 5 years in operation. The source data was last updated on June 9, 2023. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Client Personas
- Investment Themes
- Investment Vehicles
- Services
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The full Berone Capital LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
JEREMIAH BEGUESSE
Chief Compliance Officer, Manager
- CRD
- #6121650
- Ownership
- 50% but less than 75%
Fabian Stone
Chief Operating Officer, Manager
- CRD
- --
- Ownership
- 50% but less than 75%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,088,269 | -- |
| Non-Discretionary | $0 | -- |
| Total | $4,088,269 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Berone Capital LLC has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.