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Beri Management, LLC (Denver)


Beri Management, LLC is a large advisory firm based in Denver. It manages $208.74 million of regulatory assets for 13 client accounts. It has been registered with the SEC as an adviser since 2011 and has operated in the jurisdiction of Colorado.

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Beri Management provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Beri Management: assets under management

The assets under management (AUM) of Beri Management, LLC is $208.74 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 166% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $208.74 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $16.06 million each.
Beri Management has custody of $208.74 million in cash and securities for 13 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Beri Management, LLC 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 Denver

The principal office where Beri Management, LLC performs its advisory services is located at 1780 S. Bellaire St, Denver, CO 80222, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 303-861-8466 or by fax 303-861-8557. The normal business hours are 8am - 5pm on Monday - Friday. You can find more information about the New York firm at bowrivercapital.com.


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