BERKELEY CAPITAL PARTNERS, LLC (CRD# 281082) is an SEC-Registered Investment Advisor (RIA), headquartered in Norcross, GA. The SEC approved the firm to operate as an RIA in Aug 2015. In Mar 2018, the firm reported total Regulatory Assets Under Management (RAUM) of $368.6 Million, and has discretion over 100% of those assets.   Pooled investment vehicles (Private Funds) account for 0% of RAUM.   Non-US investors represent 0% .  
BERKELEY CAPITAL PARTNERS, LLC also reported in Mar 2018:
  • 8 employees, with 7 performing advisory functions.
  • One office location.
  • No registrations with foreign financial regulatory authorities.
  • NO OPERATIONS as a Commodity Pool Operator (CPO) or Commodity Trading Advisor (CTA).
BERKELEY CAPITAL PARTNERS, LLC has no disclosure events reported to the SEC at this time.

View BERKELEY CAPITAL PARTNERS, LLC's most recent Form ADV filing

BERKELEY CAPITAL PARTNERS, LLC has Notice Filings with the following State Securities Authorities: AZ-Aug 2015, CA-Aug 2015, FL-Aug 2015, GA-Aug 2015, IL-Aug 2015 , KS-Aug 2015, KY-Jan 2017, LA-Aug 2015, MA-Jan 2017, MD-Aug 2015 , NC-Aug 2015, NE-Aug 2015, NH-Aug 2015, NJ-Aug 2015, NY-Aug 2015 , OH-Aug 2015, PA-Aug 2015, TN-Aug 2015, TX-Aug 2015, VA-Aug 2015 , WA-Jan 2017

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