BERKELEY CAPITAL ADVISERS, LLC
Total AUM
$82.1M
Employees
31Clients
0Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
555 MONTGOMERY STREET
SUITE 1550
SAN FRANCISCO
CA 94111
United States
SUITE 1550
SAN FRANCISCO
CA 94111
United States
Operating Hours
9-5
Monday - Friday
Monday - Friday
Phone
415-295-8080
Financials
Total AUM
$82.1M
Accounts
3Discretionary
$82.1M
Accounts
3Non-Discretionary
$0
Accounts
0
Clients
None reported
Services
Services Offered
Individual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Other FeeCharges Percentage AUMCharges Performance-Based
Other Compensation
ACQUISITION/DISPOSITION FEES
Compliance
Disclosures
None reported
State Registrations
None reported
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.