ASSOCIATED GROUP FUND MANAGEMENT, LLC is a Florida LLC, registered on February 3, 2004. It is based at 3 BALA PLAZA EAST, STE 502, BALA CYNWYD, PA, 19004. The company is currently listed as active on the Florida register, is registered under company number M04000000441 and carries EIN 510403923. Its officers and directors on record include DAVID J BERKMAN, WILLIAM H BERKMAN. Public records for the company include 1 SoS registration and 3 Form 5500 filings. Every fact here is republished from an official public register and traces back to a primary source document.
| Legal entity name | ASSOCIATED GROUP FUND MANAGEMENT, LLC |
|---|---|
| Principal address | 3 BALA PLAZA EAST, STE 502BALA CYNWYD19004PAUnited States |
| Registration state | Florida |
| Status | Active |
| Formed in | Delaware (foreign registration) |
| Home company | ASSOCIATED GROUP FUND MANAGEMENT, LLC |
| Registered | 3 February 2004 (over 22 years ago) |
| Officers & directors | DAVID J BERKMAN, managerWILLIAM H BERKMAN, manager |
| Entity type | LLC |
| Standing |
|---|
| compliant |
| Company number | M04000000441 |
|---|
| EIN | 510403923 |
|---|
| Employees (modeled) | ≈28 employees2013 |
|---|
| Registered agent | C T CORPORATION SYSTEM |
|---|
| Source registry | Florida Division of Corporations · updated 10 August 2026 |
|---|
| Public records | 1 SoS registration |
|---|
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| Est. revenue (modeled) | $2M2013 |
|---|
| State | Business name | Filed | Registered agent | Officers | Status | |
|---|---|---|---|---|---|---|
| FloridaTHIS | ASSOCIATED GROUP FUND MANAGEMENT, LLC | 2004-02-03 | C T CORPORATION SYSTEM | DAVID J BERKMANManagerWILLIAM H BERKMANManager | Active | |
Filing ID M04000000441 Jurisdiction Foreign · LLCFormed in Delaware Principal address 3 BALA PLAZA EAST, STE 502, BALA CYNWYD, PA, 19004 Registered agent C T CORPORATION SYSTEM1200 SOUTH PINE ISLAND ROAD, PLANTATION, FL, 33324 Officers DAVID J BERKMANManager WILLIAM H BERKMANManager | ||||||
| California | ASSOCIATED GROUP FUND MANAGEMENT, LLC | 2001-01-29 | C T CORPORATION SYSTEM | DAVID BERKMANManager, OfficerWILLIAM BERKMANOfficer, Manager | Dissolved | |
| Delaware | ASSOCIATED GROUP FUND MANAGEMENT, LLC | 2000-10-24 | THE CORPORATION TRUST COMPANY | — | Unknown | |
| Illinois | ASSOCIATED GROUP FUND MANAGEMENT, LLC | 2013-12-23 | C T CORPORATION SYSTEM | BERKMAN, DAVIDManagerBERKMAN, WILLIAMManager | Withdrawn | |
| New York | ASSOCIATED GROUP FUND MANAGEMENT, LLC | 2001-01-08 | C T CORPORATION SYSTEM | — | Active | |
| Pennsylvania | ASSOCIATED GROUP FUND MANAGEMENT, LLC | 2001-01-08 | — | David BerkmanDirector | Active | |
Companies and people linked to ASSOCIATED GROUP FUND MANAGEMENT, LLC in the state registers through shared officers, a shared registered agent, shared filing contacts or a shared address. Service companies file for many unrelated businesses — a shared agent, address or contact alone does not prove affiliation.
company person group former role
Browse the indexed registries by state, or look up any debtor name free, at UCC lien search.
Employee-benefit plan filings by ASSOCIATED GROUP FUND MANAGEMENT, LLC with the Department of Labor. Employee and revenue figures are modeled estimates derived from retirement-plan participant counts and industry ratios — not official headcount or reported revenue.
| Employees (modeled) | ≈28 · plan year 2013 |
|---|---|
| Est. annual revenue (modeled) | $2M |
| Benefit plans | 401(k) plan on file · plan terminated |
| Filing history | 10 plan years filed, 2003–2013 |
| Sponsor EIN | 51-0403923 |
| Plan year | Employees (est.) | Participants | Plan assets | Revenue (est.) | 401(k) | |
|---|---|---|---|---|---|---|
| 2013 | ≈28 | 25 | — | $2M | 401(k) | |
| 2011 | ≈31 | 28 | $3.1M | $12.8M | 401(k) | |
| 2010 | ≈31 | 28 | $3.4M | $12.2M | 401(k) | |
| 2009 | ≈31 | 28 | $2.6M | $13.1M | 401(k) | |
| 2008 | ≈30 | 29 (27 active) | $1.9M | $13.5M | 401(k) | |
| 2007 | ≈32 | 27 (29 active) | $3M | $13.9M | 401(k) | |
| 2006 | ≈29 | 28 (26 active) | $2.4M | $12.3M | 401(k) | |
| 2005 | ≈30 | 28 (27 active) | $1.9M | $12M | 401(k) | |
| 2004 | ≈27 | 25 (24 active) | $1.6M | $11.5M | 401(k) | |
| 2003 | ≈27 | 26 (24 active) | $1.3M | $10.7M | 401(k) | |
Matched Form 5500 filing records:
| Plan | Plan year | Participants | EIN | |
|---|---|---|---|---|
| ASSOCIATED GROUP FUND MANAGEMENT, LLC 401(K) SAVINGS PLAN | — | — | — | |
| ASSOCIATED GROUP FUND MANAGEMENT, LLC 401(K) SAVINGS PLAN | — | — | — | |
| ASSOCIATED GROUP FUND MANAGEMENT, LLC 401(K) PLAN | — | — | — | |
Federal court records load when you reach this section.
Companies adjacent to ASSOCIATED GROUP FUND MANAGEMENT, LLC in the Florida Secretary of State register, in alphabetical order.
Netstate aggregates public records from federal, state and municipal sources; records are matched to this company by its registered legal names. Latest source snapshot 2026-08-13. Document getpalm-companies/0662-2953-7062.