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Berger Fund Advisors, LLC (Beverly Hills)


Berger Fund Advisors, LLC is a pension cosultant based in Beverly Hills. It manages $3.56 million of regulatory assets for 12 client accounts. It has been registered with the SEC as an adviser since 2002 and has operated in the jurisdiction of California.

Berger Fund Advisors 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.

Berger Fund Advisors: assets under management

The assets under management (AUM) of Berger Fund Advisors, LLC is $3.56 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 12% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $3.56 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $296.34 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Berger Fund Advisors, 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 Beverly Hills

The principal office where Berger Fund Advisors, LLC performs its advisory services is located at 9465 Wilshire Blvd., Beverly Hills, CA 90212, 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 310-246-5770 or by fax 310-246-5777. The normal business hours are 7:00 a.m. - 4:00 p.m. on Monday - Friday.


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