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Berman McAleer, LLC

● SEC registered since 2025CRD 332906SEC# 801-131830Timonium, MD
Export (members)
Reg. AUM
$1.82B
Employees
29
Accounts
2,467
Location
Timonium, MD

Berman McAleer, LLC assets under management

Berman McAleer, LLC operates as an SEC-registered investment adviser based in Timonium, MD. The firm has been registered since 2025. It reports $1.8 billion in regulatory assets under management and employs 29 people.

Berman McAleer, LLC owners & executives

9 reported
NameTitleOwnershipSince
Adam R MurrayOwnerUnder 5%2026
Andrew T Cook ControlOwner10-25%2024
Brett T HolmesOwnerUnder 5%2024
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Frequently asked questions

How much does Berman McAleer, LLC manage?

Berman McAleer, LLC reports $1.8 billion in regulatory assets under management on its Form ADV.

How many employees does Berman McAleer, LLC have?

Berman McAleer, LLC reports 29 employees.

Where is Berman McAleer, LLC located?

Berman McAleer, LLC is based in Timonium, MD and has been SEC-registered since 2025.

Does Berman McAleer, LLC disclose fund performance?

Berman McAleer, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address9690 Deereco Road, Suite 800, Timonium, MD 21093
Phone410-560-9960
Office hours9 a.m. - 5 p.m.
SEC regionPhiladelphia Regional Office (PLRO)
Discloses disciplinary historyNo

Regulatory AUM

$1.82B▲ 14%
May '25 — $1.6BJun '25 — $1.6BJul '25 — $1.6BAug '25 — $1.6BSep '25 — $1.6BOct '25 — $1.6BNov '25 — $1.6BDec '25 — $1.6BJan '26 — $1.6BFeb '26 — $1.82BMar '26 — $1.82BApr '26 — $1.82BMay '26 — $1.82BJun '26 — $1.82B
May '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 24%
Larger than 76% of 16,271 advisers
EmployeesTop 18%
More than 82% of 16,825 advisers

Assets under management

$1.82Bregulatory AUM
Discretionary $1.82B