SourcingSourcing

BERMAN MCALEER, LLC

C44
CRD 332906·SEC 801-131830·TIMONIUM, MD
AUM
$1.82B
$1B+
Est. Revenue
$18.2M
@ 1% on AUM
Est. EBITDA
$5.5M
@ 30% margin
Est. Deal Value
$43.7M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
BERMAN MCALEER, LLC
CRD
332906
SEC file #
801-131830
EIN
000000000
DBA names
Berman Mcaleer

Economics

AUM
$1.82B
AUM band
$1B+
AUM trajectory
'25'26
$1.60B → $1.82B▲ +14%
Client mix
Individuals High Net Worth382
Individuals Other264
Corporations3

Operations

Employees (total)
29
Advisory staff (per ADV)
14
Advisory staff (5-yr trend)
'25'26
14 advisors → 14 advisors▬ 0%
Primary office
TIMONIUM MD
Branches
—

Custodian & Brokerage

Primary custodian
Fidelitylow confidence
Services offered
Financial planningPortfolio mgmt — individualsPension consultingSelection of other advisers
Fee basis
% of AUMHourly chargesFixed fees

Filings

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
BERMAN, DAVID, LEE
Top Owner Pct
17.5
Top Owner Entity Kind
I
Owner Count
9
Control Persons
BERMAN, DAVID, LEE
COOK, ANDREW, T
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
social_url_excluded:linkedin.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0002094332
Edgar Registered
Yes
Edgar Filing Count
3
Edgar First Filing Date
2025-11-04
Edgar Last Filing Date
2026-04-17
Edgar 13f Count
3
Edgar 13f Latest AUM Estimate
Filing Date2026-04-17
Accession0002094332-26-000002

Compliance & brand

Firm Registration Status
active

All other collected signals (12)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
13
Bc Firm IAR Count
13
Custodian Candidates
Full
Fidelity4
E*trade4
Edgar Addresses
Mailing
9690 DEERECO ROADSUITE 800TIMONIUM, MD 21093
Business
9690 DEERECO ROADSUITE 800TIMONIUM, MD 21093
Edgar EIN
000000000
Edgar Recent Filings
13F-HR2026-04-17 · 0002094332-26-000002
13F-HR2026-02-05 · 0002094332-26-000001
Firm Has Custody
Yes
Mailing Office Differs
No
Top Owner CRD
1877857
Trust Company Affiliate
No

People (14)

14
COOK, ANDREW, T
IAR · Direct Owner · 17.5%
4838016
MCALEER, JOHN, JOSEPH
IAR · Direct Owner · 17.5%
1961473
MONAGHAN, PATRICK, JOSEPH
IAR · Direct Owner · 17.5%
2912665
BERMAN, DAVID, LEE
IAR · Direct Owner · 17.5%
1877857
MITCHELTREE, SUSAN, MICHELE
IAR · Direct Owner · 17.5%
4868188
Bruns, William, Francis
Direct Owner · 7.5%
4358827
HAGAN, MELANIE, DEE
IAR · Executive Officer · 2.5%
4832359
MURRAY, ADAM, R
IAR · Executive Officer · 2.5%
6102077
HOLMES, BRETT, T
IAR · Executive Officer · 2.5%
5499074
Brian Dennis Carroll
IAR
6996217
Andrew Bruns
IAR
7059602
KIMBERLY M. SILVESTRI
IAR
5051098
GENEVIEVE M CRISERA
IAR
5490738
Matthew James Hess
IAR
7311919