Rod Berens
Director/Board Member at GENERAL AMERICAN INVESTORS COMPANY, INC.
Net worth: 182 459 $ as of 2024-03-30
Profile
Mr. Rodney B.
Berens is a Partner & Co-Chief Investment Officer at Alternative Investment Group Services LP and an Independent Director at General American Investors Co., Inc. He is on the Board and Audit Committee at General American Investors Co., Inc., He is a Board Member of Upwell.
The Pierpont Morgan Library, Inc. and Woods Hole Oceanographic Institution.
He joined the firm in June 2018.
He is a Life Trustee and Chair of the Investment Sub-Committee at The Morgan Library & Museum and a member of the Investment Committee of Woods Hole Oceanographic Institute.
Prior to joining Alternative Investment Group, he was the Founder and Co-CIO of Berens Capital Management, LLC from 2000 to 2018.
From 1992 to 1998, he was Head of Global Equities and served on the Operating Committee at Salomon Brothers.
Before Salomon Brothers, he was Managing Director, Head of Equity Trading and Head of Global Research at Morgan Stanley from 1975 to 1991.
Previously he served as a First Lieutenant in the US Army.
In addition, he served on the Investment Committees of the Alfred P.
Sloan Foundation, The Peterson Institute for International Economics and Svarog.
He also served as a board member for Polyus Gold Mining Company, Keystone Property, Storyfirst Communications, the American Stock Exchange, and the National Organization of Investment Professionals.
Mr. Berens also served as the President of The Society for Preservation of Long Island Antiquities, President of the Board of Trustees of Green Vale School, and Head of the Upstairs Traders Advisory Committee for the New York Stock Exchange.
He received a BA from the University of Pennsylvania and an MBA from The Wharton School.
Known holdings in public companies
| Company | Date | Number of shares | Valuation | Valuation date |
|---|---|---|---|---|
| 2023-12-27 | 3,923 ( 0.02% ) | 182 459 $ | 2024-03-30 |
Rod Berens active positions
| Companies | Position | Start |
|---|---|---|
| GENERAL AMERICAN INVESTORS COMPANY, INC. | Director/Board Member | 2006-12-31 |
The Pierpont Morgan Library, Inc.
 The Pierpont Morgan Library, Inc. Other Consumer ServicesConsumer Services The Pierpont Morgan Library, Inc. is a non-profit company that sells photographic and digital reproductions of rare material in the Morgan's collections. The company is based in New York, NY, specifically in a complex of buildings in the heart of the city. The Morgan Library & Museum was originally the private library of financier Pierpont Morgan, who was one of the preeminent collectors and cultural benefactors in the area. | Director/Board Member | - |
Upwell Health LLC
 Upwell Health LLC Drugstore ChainsRetail Trade Upwell Health LLC educates, empowers, and simplifies life for the people in the U.S. living with chronic conditions. It provides a frictionless pharmacy experience to give members the treatment they need with the choice they deserve. The company was founded in 2017 and is headquartered in Salt Lake City, UT. | Director/Board Member | - |
Former positions of Rod Berens
| Companies | Position | End |
|---|---|---|
Alternative Investment Group Services LP
 Alternative Investment Group Services LP Investment ManagersFinance Alternative Investment Group Services LP (AIGS) is an independent, SEC-registered investment advisor and fund of hedge funds manager headquartered in Southport, Connecticut. The firm was founded by Stewart Greenfield and David Storrs in 1996. AIGS provides investment management services to several funds of hedge funds which are offered to high net-worth and institutional investors. They also serve as the investment adviser to MMIP Investment Management Ltd. (MIML). | Chief Investment Officer | 2021-02-28 |
| Salomon Brothers | Corporate Officer/Principal | 1997-12-31 |
| MORGAN STANLEY | Corporate Officer/Principal | 1990-12-31 |
Berens Capital Management LLC
 Berens Capital Management LLC Investment ManagersFinance Berens Capital Management LLC (Berens Capital) is an independent hedge fund management firm headquartered in New York City. The firm was founded by Rodney Berens in 2000 and is a subsidiary of Alternative Investment Group LLC. Berens Capital provides investment advice to high net worth clients. | Founder | - |
Woods Hole Oceanographic Institution
 Woods Hole Oceanographic Institution Engineering & ConstructionIndustrial Services Woods Hole Oceanographic Institution engages in the provision of marine research, engineering, and higher education services. It offers services which include understanding the area of research, program and projects, facilities and services, data and repositories, and MBLWHOI library. The company was founded on January 6, 1930 and is headquartered in Woods Hole, MA. | Director/Board Member | - |
Training of Rod Berens
| University of Pennsylvania | Undergraduate Degree |
| The Wharton School of the University of Pennsylvania | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Listed companies | 1 |
|---|---|
| MORGAN STANLEY | Finance |
| Private companies | 8 |
|---|---|
General American Investors Co., Inc.
 General American Investors Co., Inc. Investment Trusts/Mutual FundsMiscellaneous General American Investors Co., Inc. is a closed-end mutual fund, which engages in managing a global portfolio of investments, consisting mainly of U.S. securities, and also some international and private securities. Its objective is long-term capital appreciation through investment in companies with above average growth potential. The company was founded in 1927 and is headquartered in New York, NY. | Miscellaneous |
Keystone Property Trust
 Keystone Property Trust Real Estate Investment TrustsFinance Keystone Property Trust provides real estate investment trust services. The company also develops industrial properties in the eastern United States. The company specializes in the investment, development and operation of state-of-the-art distribution facilities servicing the population concentrated within the eastern United States. The company was located in West Conshohocken, PA. | Finance |
| Salomon Brothers | Finance |
Woods Hole Oceanographic Institution
Woods Hole Oceanographic Institution Engineering & ConstructionIndustrial Services Woods Hole Oceanographic Institution engages in the provision of marine research, engineering, and higher education services. It offers services which include understanding the area of research, program and projects, facilities and services, data and repositories, and MBLWHOI library. The company was founded on January 6, 1930 and is headquartered in Woods Hole, MA. | Industrial Services |
The Pierpont Morgan Library, Inc.
The Pierpont Morgan Library, Inc. Other Consumer ServicesConsumer Services The Pierpont Morgan Library, Inc. is a non-profit company that sells photographic and digital reproductions of rare material in the Morgan's collections. The company is based in New York, NY, specifically in a complex of buildings in the heart of the city. The Morgan Library & Museum was originally the private library of financier Pierpont Morgan, who was one of the preeminent collectors and cultural benefactors in the area. | Consumer Services |
Berens Capital Management LLC
Berens Capital Management LLC Investment ManagersFinance Berens Capital Management LLC (Berens Capital) is an independent hedge fund management firm headquartered in New York City. The firm was founded by Rodney Berens in 2000 and is a subsidiary of Alternative Investment Group LLC. Berens Capital provides investment advice to high net worth clients. | Finance |
Alternative Investment Group Services LP
Alternative Investment Group Services LP Investment ManagersFinance Alternative Investment Group Services LP (AIGS) is an independent, SEC-registered investment advisor and fund of hedge funds manager headquartered in Southport, Connecticut. The firm was founded by Stewart Greenfield and David Storrs in 1996. AIGS provides investment management services to several funds of hedge funds which are offered to high net-worth and institutional investors. They also serve as the investment adviser to MMIP Investment Management Ltd. (MIML). | Finance |
Upwell Health LLC
Upwell Health LLC Drugstore ChainsRetail Trade Upwell Health LLC educates, empowers, and simplifies life for the people in the U.S. living with chronic conditions. It provides a frictionless pharmacy experience to give members the treatment they need with the choice they deserve. The company was founded in 2017 and is headquartered in Salt Lake City, UT. | Retail Trade |
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