Firms, funds, partners, companies and rounds from sworn filings, firm sites and announcements, kept as a graph with a date and a source on every edge. Facts, inferences and estimates are labelled as such. A fund target is never a close, GAV is never dry powder, and a round size is never an investor’s check.

People / Daniel Adam Bernstein

Daniel Adam Bernstein

Role unknownCA
Roles
0 current, 4 past
Investments attributed to this person
0
No investment attributed yet. Attribution needs a source naming this person on the deal: a quote, a board seat, a portfolio page credit.
Board seats and vehicles
0 boards, 0 vehicles
None on record.
Timeline
4
  1. Sep 28, 2018
    Daniel Adam Bernstein (Chief Compliance Officer) no longer on Schedule A of Klaus Advisors, LLC
    Person left Inference SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  2. Oct 22, 2015
    Daniel Adam Bernstein (Chief Compliance Officer) no longer on Schedule A of Braddock Advisors, LLC
    Person left Inference SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  3. Jun 30, 2015
    Daniel Adam Bernstein (Chief Compliance Officer And Manager) no longer on Schedule A of Truclarity Wealth Advisors - Fort Lauderdale, LLC
    Person left Inference SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  4. Jun 26, 2015
    Daniel Adam Bernstein (Chief Compliance Officer) no longer on Schedule A of Accrulim Wealth Management, LLC
    Person left Inference SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)