BERKELEY PARTNERS MANAGEMENT, LLC
SEC Form ADV profile.
Total regulatory AUM
$3,055,617,704
Discretionary
$1,602,436,854
Non-discretionary
$1,453,180,850
Firm details
- CRD number
- 284163
- SEC file number
- 801-108092
- Main office
- OAKLAND, CA, United States
- Employees
- 57
- SEC status
- Approved
- Website
- HTTP://WWW.BERKELEYPARTNERS.COM
- Fee structure
-
Percentage of AUM Performance-based
As of October 2026.