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J.L. Berkowitz & Co., L.L.C. (New York)


J.L. Berkowitz & Co., L.L.C. is a large advisory firm based in New York. It manages $176 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdiction of New York.

J.L. Berkowitz & Co., L.L.C provides portfolio management for pooled investment vehicles and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

J.L. Berkowitz & Co., L.L.C: assets under management

The assets under management (AUM) of J.L. Berkowitz & Co., L.L.C. is $176 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -46% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $176 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $88 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay J.L. Berkowitz & Co., L.L.C. for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in New York

The principal office where J.L. Berkowitz & Co., L.L.C. performs its advisory services is located at 909 Third Avenue, New York, NY 10022, which is also the mailing address of the firm. An additional office of the firm is in Ryebrook, NY. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 212-940-0700 or by fax 212-940-0708. The normal business hours are 9am to 5pm on Monday - Friday.


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