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Building 2BERKELEY CAPITAL PARTNERS, LLC

Map pinMILTON, GA
Phone678-690-8700
NotebookSEC #801-106521
Total AUM
$1.1B
Employees
11
Clients
1,605

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3000 HERITAGE WALK
SUITE 301
MILTON
GA 30004
United States
Operating Hours
9:00AM - 4:30PM
Monday - Friday
Phone
678-690-8700
Other Offices
5

ReceiptFinancials

Total AUM
$1.1B
Accounts
2,368
Discretionary
$1.1B
Accounts
1,583
Non-Discretionary
$52.2M
Accounts
785

ContactClients

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Individual Clients
1,377
AUM
$326.6M
HNW Individual Clients
180
AUM
$433M
Pooled Vehicle Clients
7
AUM
$245.7M
Pension/Profit Sharing Plan Clients
38
AUM
$10.5M
Other Clients
3
AUM
$88.6M
Description of Other Clients
OUTSIDE PENSION PLANS, SCH C CLIENT ACCOMMODATIONS, SCH B NON-DISCRETIONARY

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
ALARAZCACOFLGAILKSKYLAMAMDNCNENHNJNMNYOHPASCTNTXVA

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Affiliates
Reported 6 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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