BERKADIA CAPITAL ADVISORS LLC

Overview

Berkadia Capital Advisors LLC is an SEC‑registered investment adviser formed as an LLC in 2021 that serves institutional clients through portfolio management of pooled investment vehicles. The firm operates on a percentage‑of‑AUM fee model and is structured to act not only as an adviser but also in sponsor and manager roles: affiliations include broker‑dealer and other investment‑adviser activities, security‑based swap dealing, commodity/ futures roles, insurance company and real estate brokerage functions, and sponsor/GP or managing‑member activity for pooled vehicles. The firm is not flagged as an active ESG investor and is not classified as a capital allocator; its adviser classification is listed as unclassified. Berkadia Capital Advisors focuses its manager and capital allocation efforts on pooled real‑asset strategies. Its business is concentrated around managing funds and vehicles rather than a broad retail wealth advisory platform; that orientation drives its choice of investments, counterparties and operational setup.

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Location & Offices