Beckerman Institutional, LLC
● SEC registered since 2021CRD 142480SEC# 801-120898Ocean Grove, NJ
Reg. AUM
$303.3M
Employees
6
Accounts
650
Location
Ocean Grove, NJ
Beckerman Institutional, LLC assets under management
Beckerman Institutional, LLC is an SEC-registered investment adviser based in Ocean Grove, NJ. The firm has been registered since 2021. It reports $303.3 million in regulatory assets under management and employs 6 people.
Beckerman Institutional, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Daniel Mark Beckerman Control | Ceo/Cco | Over 75% | 2006 |
Frequently asked questions
How much does Beckerman Institutional, LLC manage?
Beckerman Institutional, LLC reports $303.3 million in regulatory assets under management on its Form ADV.
How many employees does Beckerman Institutional, LLC have?
Beckerman Institutional, LLC reports 6 employees.
Where is Beckerman Institutional, LLC located?
Beckerman Institutional, LLC is based in Ocean Grove, NJ and has been SEC-registered since 2021.
Does Beckerman Institutional, LLC disclose fund performance?
Beckerman Institutional, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 77 Main Avenue, Suite 1a, Ocean Grove, NJ 07756 |
| Phone | 877-892-7738 |
| Fax | 732-222-3337 |
| Office hours | By Appointment Only |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$303.3M▲ 20%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 62%
Larger than 38% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$303.3Mregulatory AUM
Discretionary $294.8MNon-discretionary $8.5M