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James Lawrence Berens

PACIFIC ALTERNATIVE ASSET MANAGEMENT CO LLC·IRVINE, California
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19540 JAMBOREE RD, IRVINE, CA 92612CRD# 4370329Firm CRD# 108989
01

About

James Lawrence Berens is a registered financial advisor based in IRVINE, California, affiliated with PACIFIC ALTERNATIVE ASSET MANAGEMENT CO LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Wealth Management
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
PAAMCO PRISMA, LLC
PAAMCO PRISMA, LLC
AUM
$9.3B
Regulatory assets under management
Employees
44
Total firm employees
View all advisors at PAAMCO PRISMA, LLC →
Services
Pension consulting
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 4370329
Firm CRD# 108989
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does James Lawrence Berens offer?
James Lawrence Berens specializes in Retirement Planning, Wealth Management. Contact their office in IRVINE, California for a consultation.
What are James Lawrence Berens's credentials?
James Lawrence Berens is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Lawrence Berens located?
James Lawrence Berens is based in IRVINE, California, working with PACIFIC ALTERNATIVE ASSET MANAGEMENT CO LLC. Their office serves clients in the IRVINE metropolitan area and surrounding communities.
How does James Lawrence Berens charge for services?
James Lawrence Berens's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PACIFIC ALTERNATIVE ASSET MANAGEMENT CO LLC?
PACIFIC ALTERNATIVE ASSET MANAGEMENT CO LLC has approximately 44 employees and manages $9.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in IRVINE
Seong Hwan Lee — KLK PARTNERS LLCCharles Daniel Martin — MONT PELERIN CAPITAL, LLCCarlos Alberto Ferreira — PACIFIC ALTERNATIVE ASSET MANAGEMENT CO LLCAllen Adham — TENFOLD CAPITAL MANAGEMENT, LLCAlvin David Kang — KLK PARTNERS LLC
Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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