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BERKELEY CAPITAL PARTNERS, LLC
CRD 281082 · SEC 801-106521
3000 HERITAGE WALK, SUITE 301, MILTON, GA, 30004, United States
Phone
678-690-8700
Fax
678-690-8710
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.10B
Discretionary AUM
$1.05B
Team
11 total employees; 9 advisory reps; 314 broker-dealer reps
Clients
0
Fees
Percentage of AUM; Fixed fees; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 1377 | $326.6M |
| High net worth individuals | 180 | $433.0M |
| Pooled investment vehicles | 7 | $245.7M |
| Pension/profit sharing plans | 38 | $10.5M |
States served
AL, AZ, AR, CA, CO, GA, IL, KS, KY, LA, MD, MA, NE, NJ, NM, NY, NC, OH, PA, SC, TN, VA, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD