Berkadia Capital Advisors LLC

Overview

Berkadia Capital Advisors LLC is an SEC-registered institutional registered investment adviser formed as an LLC in 2021 that serves institutional clients on a fee‑based (percentage of AUM) model. Its advisory remit emphasizes portfolio management for pooled investment vehicles; the firm is not set up as a capital allocator and does not identify as an active ESG investor. Ownership is recorded as a combination of a domestic entity and an individual. Regulatory and business activity disclosures show the firm participates across multiple financial services roles beyond investment advice, including broker‑dealer activity, real estate brokerage, sponsorship and GP/manager roles for pooled vehicles, and registered swap and futures activities.

Assets & Accounts

Investments & Alternatives

Location & Offices