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BERKADIA CAPITAL ADVISORS LLC
CRD 312130 · SEC 801-120783
323 NORRISTOWN ROAD, SUITE 300, AMBLER, PA, 19002, United States
Phone
215-328-3978
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$2.66B
Discretionary AUM
$2.66B
Team
2 total employees; 2 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-16
Disciplinary history
No
Services
Portfolio management (pooled vehicles)
Client types
| Type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 2 | $2.66B |
Official SEC filing: View on IAPD