BEREAN PORTFOLIOS, LLC

Adviser information for BEREAN PORTFOLIOS, LLC last updated from Form ADV on November 16th, 2023. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Limited Liability Company
Fiscal Year End DECEMBER
Legal Location Missouri, United States

Employees

Total Number of Employees 2
Investment Advisory/Research 2
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 0
Licensed Agents of an Insurance Company 1
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios No

Clients

Type Number RAUM
Individuals 0 $0
HNW Individuals 0 $0
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans 0 $0
Charitable organizations 0 $0
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses 0 $0
Other 0 $0
Type Number
No. of Non-RAUM Clients 0
No. of Non-U.S. Clients 0

Services

Advisory Services Selection of other advisers (including private fund managers)
Compensation % of AUM

Identifiers

SEC RIA File Number 801-129224
SEC ERA File Number 801-129224
SEC CIK Numbers None
SEC CRD Numbers 328960
Legal Entity Identifier None

Principal Office

619 PINE STREET NORTH
SUITE B
ROLLA
MO
United States
Monday - Friday, 8:00 AM - 4:00PM
Tel: 573-426-5770, Fax: None

Chief Compliance Officer

MARK RIEFER
PRESIDENT & CEO
619 PINE STREET NORTH
SUITE B
ROLLA
MO
United States
Tel: 573-426-5770
(Full email address available in API data)

Industry Affiliates

CLEAR MONEY PATH Other investment adviser, including financial planners

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
RIEFER, MARK, TURNER Individual SOLE MEMBER / PRESIDENT / CHIEF EXECUTIVE OFFICER / CHIEF COMPLIANCE OFFICER 09/2023 > 75%

No. Employees, Historic

1050202320242 on 11/16/2023