President · Berkadia Capital Advisors LLC
Beth Ann Herrmann
CRD 7321171 · Named on Form ADV at one SEC-registered adviser
At a glance
Berkadia Capital Advisors LLC, an SEC-registered private fund adviser based in Ambler, PA with $2.7 billion in regulatory assets, lists Beth Ann Herrmann on its Form ADV as President, a control person.
Firms and roles
- Berkadia Capital Advisors LLCPresidentPrivate fund adviser · Ambler, PA · $2.7B in regulatory assets
AtlasMembers
Beth’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
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Ann M. GriffithChief Compliance Officer, Berkadia Capital Advisors LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Beth’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.