BERKELEY PARTNERS MANAGEMENT, LLC

RIASEC RegisteredEst. 2016

Total AUM

$3.1B

Discretionary

$1.6B

52% of AUM

Avg account

$611M

Accounts

Employees

Advisory reps

Firm details

Headquarters: OAKLAND, California
CRD number: 284163
Registered since: July 18, 2016
Website: www.berkeleypartners.com
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Pooled Investment Vehicles52.44%
State / Municipal Government29.2%
Corporations / Businesses18.36%
Services: Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Berkeley Partners Management, LLC is an SEC-registered limited liability company that serves institutional clients and engages in portfolio management for pooled investment vehicles and for businesses or institutions. The firm was registered with the SEC in 2016 and operates with a fee model that combines a percentage of assets under management and performance-based fees. It is structured as a domestic entity with individual ownership and is classified as unclassified in the source data. The firm also functions on the sponsor/GP side, acting as a managing member of pooled vehicles rather than only as a passive allocator. Berkeley Partners is not identified as an active ESG investor and is not flagged as a multi-state adviser in the provided data.