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444 W. Lake Street Suite 4700, Chicago, IL 60606 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-02-21 |
| GA | RA | APPROVED | 2021-10-05 |
Branch Locations
3445 Peachtree Road Suite 1400, Atlanta, GA 30326 • United States
444 W. Lake Street Suite 4700, Chicago, IL 60606 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Berman Capital Advisors, Llc | Atlanta | GA | 10/2011 | 10/2021 |
| Grapevine Partners, Llc | Atlanta | GA | 03/2001 | 12/2020 |
| Cresset Asset Management, Llc | Atlanta | GA | 10/2021 | Present |
1.) Epstein School Foundation; investment related; 335 Colewood Way NW, Sandy Springs, GA 30328; foundation in support of the Epstein School; President; Start date: June 2025; 1-5 hours per month, some of which may occur during securities trading hours. 2.) Epstein School/Epstein School Foundation; investment related; 335 Colewood Way NW, Sandy Springs, GA 30328; Jewish community day school/foundation in support of the Epstein School; Chair of Investment Committee; June 2025; 1-5 hours per month, some of which may occur during securities trading hours. 3.) Epstein School/Epstein School Foundation; investment related; 335 Colewood Way NW, Sandy Springs, GA 30328; Jewish community day school/foundation in support of the Epstein School; Member of Finance Committee; June 2025; 1-5 hours per month, some of which may occur during securities trading hours. 4.) As of 08/2020, Ms. Asrael serves as Trust Protector for certain Cresset Clients where she reviews quarterly account statements and suitability of current trustee. This endeavor is not investment related. Ms. Asrael devotes 1-5 hours per month in this capacity, some of which may occur during securities trading hours. 5.) Hillels of Georgia; investment related; 1100 Spring St NW #810 Atlanta, GA 30309; organization supporting Jewish students in colleges/universities throughout Georgia; Member of Endowment Committee; Start date: 06/2022; 1-5 hours per month, some of which may occur during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-06-27 |
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