Berilium

Overview

Berilium is a small, fee-based registered investment adviser that manages portfolios for individuals, families and small businesses. The firm provides discretionary and non-discretionary portfolio management and also serves as a selector of other advisers, indicating it sometimes allocates client assets to third-party managers rather than managing every strategy in-house. Berilium charges a percentage-of-AUM fee and does not identify as an active ESG investor. Investment activity centers on pooled public funds and mutual funds rather than direct-stock strategies or bespoke alternative structures. The firm’s balance between discretionary and non-discretionary mandates suggests it runs model or managed accounts for most clients while leaving some clients with advisory oversight only. Being classified as a capital allocator suggests Berilium can place assets with outside managers when appropriate, though its current mix is concentrated in public fund vehicles.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices