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Managing Director, Chief Compliance Officer · Berkshire Property Advisors, LLC

Jeffrey S. Morandi

CRD 2864617 · Named on Form ADV at one SEC-registered adviser

At a glance

Berkshire Property Advisors, LLC, an SEC-registered private fund adviser based in Boston, MA with $19.2 billion in regulatory assets, lists Jeffrey S. Morandi on its Form ADV as Managing Director, Chief Compliance Officer.

Firms and roles

AtlasMembers

Jeffrey’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
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Mary E. BloomManaging Director, General Counsel, Chief Risk Officer, Berkshire Property Advisors, LLC
  • David J. OlneyChief Executive Officer, Berkshire Property Advisors, LLC
  • Jonathan T. FreyPartner, Chief Operating Officer, Berkshire Property Advisors, LLC
  • Ravi N. RagnauthPartner, Chief Financial Officer, Berkshire Property 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 Jeffrey’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.