Chairman of the Board · Poetic Group LLC
Adam N. Berkowitz
CRD 4429213 · Named on Form ADV at one SEC-registered adviser
At a glance
Poetic Group LLC, an SEC-registered private fund adviser based in Hackensack, NJ with $803 million in regulatory assets, lists Adam N. Berkowitz on its Form ADV as Chairman of the Board, a control person.
Firms and roles
- Poetic Group LLCChairman of the BoardPrivate fund adviser · Hackensack, NJ · $803M in regulatory assets
AtlasMembers
Adam’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings
- Seth D. CohnChief Compliance Officer; Head of Operations, Poetic Group LLC
- Daniel C. LiPortfolio Manager, Poetic Group LLC
- Samuel A. MarkPrincipal & Portfolio Manager, Poetic Group LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Adam’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.