Paskin & Berler Capital Advisors, LLC

RIASEC RegisteredEst. 2012

Total AUM

$391M

Discretionary

$314M

80% of AUM

Avg account

$2.1M

Accounts

189

Employees

Advisory reps

Firm details

Headquarters: ,
CRD number: 160004
Registered since: January 18, 2012
Website: paskinberler.com
Custodians: CHARLES SCHWAB & CO., INC., THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION
Fee structure: Percentage of AUM
Client types: HNWI89.4%
Corporations / Businesses9.38%
Charitable Organizations1.18%
Individuals0.04%
Services: Portfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Paskin & Berler Capital Advisors, LLC is an SEC-registered investment adviser organized as an LLC and operating since 2012. The firm serves both high-net-worth individuals and families as well as institutional clients, charging advisory fees based on a percentage of assets under management. Its advisory work centers on portfolio management for individuals and small businesses and on selecting third-party managers, positioning the firm as a capital allocator that outsources portions of execution to specialist managers. The adviser does not identify itself as an active ESG investor and is structured for fee-based wealth management rather than pension consulting or multi-state advisory specialties. Ownership is listed as individual, and the business model emphasizes discretionary portfolio oversight alongside some non-discretionary mandates.