BERKELEY CAPITAL PARTNERS, LLC
SEC Form ADV profile.
Total regulatory AUM
$1,104,421,153
Discretionary
$1,052,233,414
Non-discretionary
$52,187,739
Firm details
- CRD number
- 281082
- SEC file number
- 801-106521
- Main office
- MILTON, GA, United States
- Employees
- 11
- SEC status
- Approved
- Website
- HTTP://WWW.BERKELEYCP.COM/
- Fee structure
-
Percentage of AUM Fixed fees Performance-based
As of October 2026.