Berkeley Partners Management, LLC

Overview

Berkeley Partners Management, LLC is an SEC-registered institutional RIA formed as an LLC in 2016 that focuses on managing investment programs for institutional clients. Its advisory services center on portfolio management for pooled investment vehicles and for businesses or institutional mandates. The firm charges both a percentage-of-AUM fee and performance-based fees, and it serves as sponsor, general partner, or managing member of pooled vehicles in some capacities. Berkeley Partners is not identified as a capital allocator, does not position itself as an active ESG investor, and is not recorded as a multi-state adviser for registration purposes.

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Location & Offices