BERKELEY CAPITAL PARTNERS, LLC
Firm details
- Headquarters
- MILTON, Georgia
- CRD number
- 281082
- Registered since
- August 12, 2015
- Website
- berkeleyaccess.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees, Performance Based Fees
- Client types
- HNWI39.21%
- Individuals29.57%
- Pooled Investment Vehicles22.25%
- Other8.02%
- Pension & Profit Sharing Plans0.95%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Berkeley Capital Partners, LLC is an independent registered investment adviser that functions as a capital allocator for both individual/family and institutional clients. Registered with the SEC since 2015, the firm combines advisory services with insurance brokerage activity and serves as sponsor/GP/managing member of pooled investment vehicles. Its advisory scope includes financial planning, portfolio management for individuals and small businesses, management of pooled investment vehicles, pension consulting, and selection of other advisers. Fee arrangements include percentage-of-AUM, fixed fees, and performance-based fees. Berkeley is not positioned as an ESG investor and is not identified as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities65%
- State & Local Bonds19%
- Cash & Cash Equivalents8%
- Non-Exchange Traded Equities7%
- Other1%
Owners & executives
1 of 1Fernando Bustelo
Chief Compliance OfficerCRD 7524048
Contacts
3 of 8MICHAEL BROWN
Partner, Investment OfficerCRD 3138638
CHARLES BARRY
Partner, Investment OfficerCRD 1004760
STUART BLEWETT
Partner, Investment OfficerCRD 2319375
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 60Active vs passive
$293M in ETFs
89%
$261M
0%
$32M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $85M | 130,694 | 28.98% |
Location
MILTON, GA
FULTON
Location
MILTON, GA
Headquartered in MILTON, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.
- Metro area
- Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
- Region
- South
- County
- FULTON
- Address
- 3000 Heritage Walk
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
JAMISON PRIVATE WEALTH MANAGEMENT, INC.
RIAMILTON, GA
BLUECHIP WEALTH ADVISORS LLC
RIAMILTON, GA
WESTHOLLOW WEALTH MANAGEMENT
RIAMILTON, GA
RICH & COMPANY LLC
RIAMILTON, GA
GODWIN CAPITAL GROUP, LLC
RIAAtlanta, GA
AMB WEALTH, LLC
RIATHOMASVILLE, GA