Investment adviser · CRD 301876
THE BERRY GROUP
Investment adviser filing (IA)
THE BERRY GROUP, LLC
WORCESTER, MA, United States · Form ADV filed Dec 7, 2020
- Regulatory AUM
- $553M Form ADV · Item 5.F
- Client accounts
- 1,066 Accounts, not individual clients
- Employees
- 4 Reported in this filing
- Advisory professionals
- 3 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 153 | $426,226,192 | 77.1% |
| Individuals | 217 | $95,085,793 | 17.2% |
| Charities | 9 | $24,221,666 | 4.4% |
| Corporations & businesses | Fewer than 5 | $7,428,888 | 1.3% |
Filing source
Form ADV 1472430 · Dec 7, 2020 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Dec 7, 2020. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers
Compensation
Percentage of assets · Hourly · Fixed
Principal office
1 MERCANTILE STREET, SUITE 750WORCESTER, MA, 01608, United States
CRD 301876
Filing source
Form ADV 1472430 · Dec 7, 2020 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.