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BERKELEY PARTNERS MANAGEMENT, LLC
BERKELEY PARTNERS MANAGEMENT, LLC (CRD# 284163) is an SEC-Registered Investment Advisor (RIA), headquartered in San Francisco, CA. The SEC approved the firm to operate as an RIA in Jul 2016. In Jul 2018, the firm reported total Regulatory Assets Under Management (RAUM) of $466.0 Million, and has discretion over 100% of those assets.   Pooled investment vehicles (Private Funds) account for 100% of RAUM.   Non-US investors represent 0% .  
 
BERKELEY PARTNERS MANAGEMENT, LLC also reported in Jul 2018:
  • 43 employees, with 9 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 PARTNERS MANAGEMENT, LLC has no disclosure events reported to the SEC at this time.
 

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


BERKELEY PARTNERS MANAGEMENT, LLC has Notice Filings with the following State Securities Authorities: CA-Jul 2016

Disclaimer:  The information presented above was gleaned from the SEC website and is believed to be accurate.  FindingFraud.org is presenting this data for informational purposes only and assumes no responsibility for errors or omissions.  Please note that we are aware of many instances where RIAs provided erroneous data to the SEC.  Feel Free to contact FindingFraud.org with questions or concerns.