Bernard Charles Groveman

Employer firm

First Manhattan Co. LLC CRD 325281

$38.1B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting

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

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

Current Employers

Employment History

• 07/2002 → Present
  First Manhattan Co
  New York, NY

Other Businesses

Awz XTarget LP - 121 Menachem Begin Road, Tel Aviv, Israel - not investment related - company is creating a deep tech industrial park member of the Board of Directors - 8 hours per month during non trading hours duties include participating in Board meetings, interacting with senior management, and review strategy

Exams

• S65 Uniform Investment Adviser Law Examination
  1994-12-01
• S63 Uniform Securities Agent State Law Examination
  1992-10-20