Jonathan Israel Berger
Chief Executive Officer at Birch Grove Capital LP
Profile
Jonathan Israel Berger is the founder of Pegasus Capital Advisors LP, founded in 1997, and Birch Grove Capital LP, founded in 2012.
At Birch Grove Capital LP, he holds the title of Chief Executive Officer & Chief Investment Officer.
Currently, Mr. Berger is the Chief Executive & Investment Officer at AS Birch Grove LP.
In the past, he has worked as a Director at Overwatch Systems LLC, Alternative Asset Management Acquisition Corp., B.
Riley Financial, Inc., and Crumbs Bake Shop, Inc. He has also served as a Managing Director at Stone Tower Equity Partners LLC, a Financial Analyst at Nantucket Holding SARL, and a Vice President at UBS Securities LLC.
Additionally, he held the position of Principal at Old Rosecliff, Inc. from 1994 to 1996.
Mr. Berger has also held the titles of President & Chief Investment Officer at Stone Tower Debt Advisors LLC and Chief Investment Officer & President at Stone Tower Fund Management LLC.
He started his career as an Associate-Leveraged Finance Group at Salomon Brothers, Inc. Mr. Berger obtained his undergraduate degree from the University of Pennsylvania.
Jonathan Israel Berger active positions
| Companies | Position | Start |
|---|---|---|
Birch Grove Capital LP
 Birch Grove Capital LP Investment ManagersFinance Birch Grove Capital LP (Birch Grove) is a SEC-registered investment advisor and hedge fund manager headquartered in New York City. The firm was founded by Jonathan Berger in 2012 and is a subsidiary of AS Birch Grove, which is owned by Birch Grove Capital Holdings LP and American Securities LLC. Birch Grove provides investment advice to private pooled investment vehicles and separately managed accounts for institutional and other investors. | Chief Executive Officer | 01/12/2012 |
AS Birch Grove LP
 AS Birch Grove LP Investment ManagersFinance AS Birch Grove LP provides asset management services. The private company is located in the US and has subsidiaries in the UK, the Cayman Islands, and the United States. The CEO of the American company is Jonathan Israel Berger. | Chief Executive Officer | - |
Former positions of Jonathan Israel Berger
| Companies | Position | End |
|---|---|---|
Stone Tower Fund Management LLC
 Stone Tower Fund Management LLC Investment ManagersFinance Founded in 2001 by J. Michael Levitt, Stone Tower Fund Management LLC is a hedge fund company located in New York City. The firm is also known as Stone Tower Capital LLC. Their global investor base includes state and county pension funds, superannuation funds, corporate pension funds, insurance companies, family offices, college endowments and high net-worth individuals | President | 12/04/2012 |
Stone Tower Equity Partners LLC
 Stone Tower Equity Partners LLC Investment ManagersFinance Stone Tower Equity Partners LLC is a private equity firm located in New York City. The firm is an affiliate of New York-based Stone Tower Capital LLC | Chief Investment Officer | 02/04/2012 |
Stone Tower Debt Advisors LLC
 Stone Tower Debt Advisors LLC Investment ManagersFinance Founded in 2003 by William J. Sheoris and Michael J. Levitt, Stone Tower Debt Advisors LLC is a registered investment advisor located in New York City. The firm is a subsidiary of Stone Tower Capital LLC, a New York City-based hedge fund manager. Stone Tower Debt Advisors provides services to corporations and pooled investment vehicles, including hedge funds. | President | 02/04/2012 |
Alternative Asset Management Acquisition Corp.
 Alternative Asset Management Acquisition Corp. Financial ConglomeratesFinance Alternative Asset Management Acquisition Corp. engages in acquiring one or more businesses or assets through a merger, capital stock exchange, asset acquisition, stock purchase, and reorganization. The company was founded in 2007 and is headquartered in New York, NY. | Director/Board Member | 05/08/2009 |
Old Rosecliff, Inc.
 Old Rosecliff, Inc. Investment ManagersFinance Old Rosecliff, Inc. is an investment banking firm. The company is based in New York, NY. The company was founded by Nuno Brandolini. | Corporate Officer/Principal | 31/12/1996 |
Training of Jonathan Israel Berger
| University of Pennsylvania | Undergraduate Degree |
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Listed companies | 2 |
|---|---|
| B. RILEY FINANCIAL, INC. | Finance |
| CRUMBS BAKE SHOP, INC. | Consumer Services |
| Private companies | 12 |
|---|---|
UBS Securities LLC
 UBS Securities LLC Investment ManagersFinance UBS Securities LLC is an investment bank and registered broker/dealer headquartered in New York City. The firm was founded in 1998 as UBS Warburg LLC. They are a subsidiary of UBS Americas Holding LLC, ultimately held by UBS Group AG (SWX: UBSG, NYSE: UBS) in Switzerland. UBS Securities is a primary dealer in US Government securities and provides a full range of investment banking services which includes corporate finance, mergers and acquisitions, capital markets, trading and sales, fixed-income, equity research, private banking, underwriting and prime brokerage operations. The firm also provides advisory services and access to capital markets for corporate, institutional, intermediary and alternative asset management clients. | Finance |
Pegasus Capital Advisors LP
 Pegasus Capital Advisors LP Investment ManagersFinance Pegasus Capital Advisors LP (Pegasus Capital) is a private equity firm founded in 1995 by Craig Cogut. The firm is headquartered in Stamford, Connecticut. | Finance |
Alternative Asset Management Acquisition Corp.
Alternative Asset Management Acquisition Corp. Financial ConglomeratesFinance Alternative Asset Management Acquisition Corp. engages in acquiring one or more businesses or assets through a merger, capital stock exchange, asset acquisition, stock purchase, and reorganization. The company was founded in 2007 and is headquartered in New York, NY. | Finance |
Old Rosecliff, Inc.
Old Rosecliff, Inc. Investment ManagersFinance Old Rosecliff, Inc. is an investment banking firm. The company is based in New York, NY. The company was founded by Nuno Brandolini. | Finance |
Overwatch Systems LLC
 Overwatch Systems LLC Information Technology ServicesTechnology Services Overwatch Systems LLC used to provide integrated software tools that enable analysts to generate relevant, actionable intelligence faster and more effectively for the warfighter, first responder and policy maker. It used to develop and markets intelligence analysis products and used to develop custom intelligence systems as specified by the Government customers. The company is headquartered in Morristown, NJ. | Technology Services |
Stone Tower Debt Advisors LLC
Stone Tower Debt Advisors LLC Investment ManagersFinance Founded in 2003 by William J. Sheoris and Michael J. Levitt, Stone Tower Debt Advisors LLC is a registered investment advisor located in New York City. The firm is a subsidiary of Stone Tower Capital LLC, a New York City-based hedge fund manager. Stone Tower Debt Advisors provides services to corporations and pooled investment vehicles, including hedge funds. | Finance |
Stone Tower Fund Management LLC
Stone Tower Fund Management LLC Investment ManagersFinance Founded in 2001 by J. Michael Levitt, Stone Tower Fund Management LLC is a hedge fund company located in New York City. The firm is also known as Stone Tower Capital LLC. Their global investor base includes state and county pension funds, superannuation funds, corporate pension funds, insurance companies, family offices, college endowments and high net-worth individuals | Finance |
| Salomon Brothers, Inc. | Finance |
Stone Tower Equity Partners LLC
Stone Tower Equity Partners LLC Investment ManagersFinance Stone Tower Equity Partners LLC is a private equity firm located in New York City. The firm is an affiliate of New York-based Stone Tower Capital LLC | Finance |
Nantucket Holding SARL
 Nantucket Holding SARL Financial ConglomeratesFinance Nantucket Holding SARL is an investment holding French company. The private company is based in Lyon, France. | Finance |
Birch Grove Capital LP
Birch Grove Capital LP Investment ManagersFinance Birch Grove Capital LP (Birch Grove) is a SEC-registered investment advisor and hedge fund manager headquartered in New York City. The firm was founded by Jonathan Berger in 2012 and is a subsidiary of AS Birch Grove, which is owned by Birch Grove Capital Holdings LP and American Securities LLC. Birch Grove provides investment advice to private pooled investment vehicles and separately managed accounts for institutional and other investors. | Finance |
AS Birch Grove LP
AS Birch Grove LP Investment ManagersFinance AS Birch Grove LP provides asset management services. The private company is located in the US and has subsidiaries in the UK, the Cayman Islands, and the United States. The CEO of the American company is Jonathan Israel Berger. | Finance |
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