Berkeley Partners Management, LLC

Overview

Berkeley Partners Management, LLC is an SEC-registered LLC that provides institutional portfolio management and acts as sponsor/GP/managing member for pooled investment vehicles. The firm’s client base is institutional, and its advisory mandate centers on managing portfolios for pooled vehicles and for businesses or other institutions. Its compensation model combines a percentage-of-assets fee with performance-based components, which suggests alignment toward delivering upside but also the potential for higher effective fees when strategies perform well. The firm is classified as unclassified and is owned as a mix of a domestic entity and an individual. It is not flagged as an active ESG investor and is not designated a multi-state adviser, despite operating in more than one state. Berkeley Partners does not identify itself as a capital allocator; instead it engages both in portfolio management and in operating or sponsoring pooled structures.

Assets & Accounts

Investments & Alternatives

Location & Offices