Matthew Ethan Berger

Employer firm

Crescent Lake Advisors CRD 309030

1 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• REAL ESTATE INVESTMENT ADVISORY -FOR INDIVIDUALS AND COMPANIES ENGAGED IN REAL ESTATE INVESTING

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2015 → 10/2017
  Idi Logistics
  Southborough, MA
• 10/2017 → 11/2018
  Brookfield Asset Management
  New York, NY
• 11/2018 → 09/2019
  Brookfield Asset Management
  New York, NY
• 10/2019 → 02/2020
  Independent Executive Consultant
  Southborough, MA
• 03/2020 → Present
  Crescent Lake Advisors, Llc
  Southborough, MA
• 11/2020 → 02/2021
  Waterstone Property Group
  Needham, MA

Other Businesses

Matthew Berger is currently employed by Bridge Investment Group as CFO of Bridge Logistics Properties focusing on the Logistics Value Add Fund Manager business. This is a Non-Investment Related Activity as Mr. Berger is not directly involved in the investment decision making. The address is: 111 E. Sego Lily Dr., Sandy, UT 84070. This activity accounts for up to 40 hours per week during normal business hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-02-07

Other Names

• Matthew Berger