BERLIN GROUP WEALTH ADVISORS
BERLIN, JONATHAN ANTONIO MEZA Legal Name
Adviser information for BERLIN GROUP WEALTH ADVISORS last updated from Form ADV on March 4th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Sole Proprietorship |
|---|---|
| Fiscal Year End | APRIL |
| Legal Location | Mexico |
Employees
| Total Number of Employees | 1 |
|---|---|
| Investment Advisory/Research | 1 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| 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 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsPension consulting services |
|---|---|
| Compensation | % of AUMHourly chargesPerformance-based fees |
Identifiers
| SEC RIA File Number | 801-129828 |
|---|---|
| SEC ERA File Number | 801-129828 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 330370 |
| Legal Entity Identifier | None |
Principal Office
SANTA BARBARA S/N PRIVADA HEREDIA CASA #110BRISAS DEL PACIFICO
CABO SAN LUCAS, BAJA CALIFORNIA SUR
Mexico
Monday - Friday, 7 AM - 6 PM
Tel: +52 442 848 6049, Fax: None
Websites
Chief Compliance Officer
JONATHAN BERLIN
SANTA BARBARA S/N PRIVADA HEREDIA CASA #110
BRISAS DEL PACIFICO
CABO SAN LUCAS, BAJA CALIFORNIA SUR
Mexico
Tel:
+52 442 848 6049
J******@************************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| BERLIN, JONATHAN, ANTONIO MEZA | Individual | – | PRINCIPAL CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | 02/2024 | > 75% |