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Jeffrey Morandi

Managing Director, Chief Compliance Officer at Berkshire Property Advisors

Officer recordForm ADV filed 30 March 2026

Jeffrey Morandi is Managing Director, Chief Compliance Officer of Berkshire Property Advisors, LLC, a Boston investment adviser.

Career

Jeffrey Morandi has been Managing Director, Chief Compliance Officer of Berkshire Property Advisors since December 2023. Jeffrey Morandi is not listed as a control person, but directly owns under 5% of the firm. Jeffrey Morandi holds a Master of Business Administration from Boston College and a Bachelor of Science in Finance & Investments from Babson College.

Berkshire Property Advisors, LLC is a Boston, MA firm with $19.2B under management, 8 clients and 75 advisers across 3 offices, as of its March 2026 filing.

Berkshire identifies Jeff Morandi as Managing Director and Chief Compliance Officer. The biography describes his earlier compliance role at Arrowstreet Capital.

The IAPD individual lookup on 17 October 2026 returned no individual record. This profile uses the firm’s Form ADV officer listing.

Credentials and registrations

Individual registration and examination information for Jeffrey Morandi is unavailable. An officer title or CRD number does not by itself establish current investment adviser representative registration, and no registration or examination counts are inferred.

Officer record

Full name
Jeffrey Morandi
CRD
2864617
Record basis
Form ADV officer listing

Disciplinary history is not reported here, in either direction. Check the SEC record.

Common questions

Where does Jeffrey Morandi work?

Jeffrey Morandi has been Managing Director, Chief Compliance Officer of Berkshire Property Advisors, LLC since December 2023.

Source: Form ADV, Schedule A, filed 30 March 2026

Leadership at Berkshire Property Advisors

Sources

  1. IAPD individual lookup, CRD 2864617. This profile uses the Form ADV officer listing; the individual lookup did not provide a current investment-adviser record.
  2. Form ADV Part 1A, Schedules A and B of Berkshire Property Advisors, LLC, filed 30 March 2026. Title, control and ownership bands.
  3. Berkshire official team biography. Biography, education.

Retrieved 17 October 2026. The SEC record may have been amended since.

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