# Berman, GIL

> Berman, GIL is a state-registered investment advisory firm in Boulder, CO, registered since 2003, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 6, 2026.

- CRD: 127726
- Filed as: BERMAN, GIL
- Legal name: Berman, Yagil
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Boulder, CO
- Filing period: October 2026
- Form ADV filing dated: March 6, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/127726
- AdvisorCensus page: https://advisorcensus.com/firm/berman-gil-boulder-co-127726

## Quick answers

**How is Berman, GIL compensated?**
On its Form ADV (Item 5.E, October 2026), Berman, GIL reports these compensation arrangements: hourly charges; fixed fees (other than subscription fees).

**Where is Berman, GIL located?**
Berman, GIL's principal office is in Boulder, CO, according to its Form ADV.

**Is Berman, GIL registered with the SEC or a state?**
Berman, GIL is a state-registered investment advisory firm, registered since 2003. Status as filed: APPROVED. CRD 127726.

**How much does Berman, GIL manage?**
Berman, GIL reports $64,374,581 in regulatory assets under management in its Form ADV filing dated March 6, 2026 (0% discretionary).

**What types of clients does Berman, GIL serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (85); individuals (other than high net worth individuals) (15).

**Does Berman, GIL report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/127726

## From the Form ADV filing

### Compensation (Item 5.E)
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $64,374,581
- Discretionary: $0
- Non-discretionary: $64,374,581

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 15 | $0 |
| High net worth individuals | 85 | $63,279,788 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $1,094,793 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2003 (22 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, CO
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- gilberman.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Berman, GIL (CRD 127726): Form ADV filing data as of October 2026.