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Building 2BERKELEY PARTNERS MANAGEMENT, LLC

Map pinOAKLAND, CA
Phone415-295-8080
NotebookSEC #801-108092
Total AUM
$3.1B
Employees
57
Clients
5

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1111 BROADWAY
SUITE 1670
OAKLAND
CA 94607
United States
Operating Hours
9-5
Monday - Friday
Phone
415-295-8080
Other Offices
2

ReceiptFinancials

Total AUM
$3.1B
Accounts
5
Discretionary
$1.6B
Accounts
3
Non-Discretionary
$1.5B
Accounts
2

ContactClients

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Pooled Vehicle Clients
3
AUM
$1.6B
Government Entity Clients
1
AUM
$892.3M
Corporation or Business Clients
1
AUM
$560.9M

Briefcase businessServices

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Services Offered
Institutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
CAMATX

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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