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Berger LLC.

210 University Blvd. Ste. 900
Denver,  80206
Contact :      Mr. Tim Hassett
Phone :       (303) 259-2820
Fax :             (303) 322-0369
Email :
Web : 

Berger LLC. Information

Type of organization : Limited Liability Company
Total Assets Managed ($Mil) : $8,701
Tax-Exempt Managed ($Mil) : $0
Taxable Assets Managed ($Mil) : $0
Year Founded : 1974
Wrap Programs Offered? : Yes
# of Accounts Managed : 265000
In-House Research : %
Carries liability insurance? : No
Errors & Omission Insurance? : No
Socially Responsible? : No
Minority Owned? : No
Wrap Program Description  
In $ Thousands

Berger LLC. History

Berger LLC, headquartered in Denver, Colorado, was founded in 1974 by William Berger after he assumed management of two existing mutual funds – renamed the Berger 100 Fund (subsequently renamed Berger Growth Fund) and Berger 101 Fund (subsequently renamed Berger Growth and Income Fund). Over the next twenty years, Berger established itself as a niche player in the growth equity mutual fund market through active portfolio management based upon fundamental, bottom-up research of individual securities. In October 1994, Kansas City Southern Industries, Inc. (KCSI), purchased a majority interest in Berger. KCSI also maintains a controlling interest in Janus Capital Corporation and DST Systems, Inc., two highly respected names in the financial asset management/financial services industry. In July 2000, KCSI spun off its financial services businesses into a separate publicly-traded company - Stilwell Financial (SV). Stilwell is currently comprised of Janus Capital, Berger LLC, and also maintains an ownership interest in DST Systems and Nelson's.

Assets by Client Category Professional Categories
Assets   # of Clients Amount ($Mil)  
Individuals/Trusts :
Limited Partnership :
Foundations :
Unions, Taft-Hartley :
Public :
Others :
Total # of Professional : 0 Analysts : 0
Portfolio Managers : 0 Traders : 0
Client Service : 0 Operation : 0

Berger LLC. Personnel

Berger LLC. Product Name

Report Created: August,4 2020.  Copyright Money Manager Review , All rights Reserved.

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