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BERKELEY PARTNERS MANAGEMENT, LLC
CRD 284163 · SEC 801-108092
1111 BROADWAY, SUITE 1670, OAKLAND, CA, 94607, United States
Phone
415-295-8075
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$3.06B
Discretionary AUM
$1.60B
Team
57 total employees; 17 advisory reps
Clients
—
Fees
Percentage of AUM; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-06-08
Disciplinary history
No
Services
Portfolio management (pooled vehicles)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 3 | $1.60B |
States served
CA, MA, TX
All web addresses on file
Official SEC filing: View on IAPD