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Building 2BERKELEY CAPITAL ADVISERS, LLC

Map pinSAN FRANCISCO, CA
Phone415-295-8080
NotebookSEC #801-72730
Total AUM
$82.1M
Employees
31
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
555 MONTGOMERY STREET
SUITE 1550
SAN FRANCISCO
CA 94111
United States
Operating Hours
9-5
Monday - Friday
Phone
415-295-8080

ReceiptFinancials

Total AUM
$82.1M
Accounts
3
Discretionary
$82.1M
Accounts
3
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Other FeeCharges Percentage AUMCharges Performance-Based
Other Compensation
ACQUISITION/DISPOSITION FEES

Shield checkCompliance

Disclosures

None reported

State Registrations

None reported

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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