Unclaimed Profile

Bruce Robert Berkowitz

FAIRHOLME CAPITAL MANAGEMENT, L.L.C.·SOUTH MIAMI, Florida

Series 5, Series 7, Series 8, Series 15, Series 63, Series 6523 years registeredFAIRHOLME CAPITAL MANAGEMENT, L.L.C.

5966 SOUTH DIXIE HIGHWAY, SOUTH MIAMI, FL 33143CRD# 1190686Firm CRD# 107987

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Bruce Robert Berkowitz · SOUTH MIAMI, FL

Registration

CRD #1190686 · FAIRHOLME CAPITAL MANAGEMENT, L.L.C. · 23 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: FAIRHOLME CAPITAL MANAGEMENT, L.L.C.

FAIRHOLME CAPITAL MANAGEMENT, L.L.C.

Mar 2003 – Dec 2022

SHORT HILLS, NJ

Registrations & Exams

FINRA examinations passed

Series 5

Series 7

Series 8

Series 15

Series 63

Series 65

Registration record

First registered · March 6, 2003

Years registered · 23

Disclosure History

1989Regulatory·Final

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD. Resolutions may have changed since.

Firm Overview

Firm

FAIRHOLME CAPITAL MANAGEMENT, L.L.C.

CRD 107987 · SEC 801-54831

AUM

$1.8B

Regulatory assets under management

Employees

97 client accounts

Services offered by FAIRHOLME CAPITAL MANAGEMENT, L.L.C.

Per Form ADV

Portfolio management (individuals)

Portfolio management (pooled investments)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

View all advisors at FAIRHOLME CAPITAL MANAGEMENT, L.L.C. →

Introduction

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Frequently Asked Questions

What services does Bruce Robert Berkowitz offer?

Bruce Robert Berkowitz specializes in Investment Management, Wealth Management, Fee-Only Advisory.

What are Bruce Robert Berkowitz's credentials?

Bruce Robert Berkowitz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Bruce Robert Berkowitz located?

Bruce Robert Berkowitz is based in SOUTH MIAMI, Florida, last registered with FAIRHOLME CAPITAL MANAGEMENT, L.L.C..

How does Bruce Robert Berkowitz charge for services?

Bruce Robert Berkowitz's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is FAIRHOLME CAPITAL MANAGEMENT, L.L.C.?

FAIRHOLME CAPITAL MANAGEMENT, L.L.C. has approximately 7 employees and manages $1.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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