Berkeley Capital Partners, LLC

RIASEC RegisteredEst. 2015

Total AUM

$1.1B

Discretionary

$1.1B

95% of AUM

Avg account

$466K

Accounts

2,368

Employees

Advisory reps

Firm details

Headquarters: Milton, Georgia
CRD number: 281082
Registered since: August 12, 2015
Website: berkeleyaccess.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees, Performance Based Fees
Client types: HNWI39.21%
Individuals29.57%
Pooled Investment Vehicles22.25%
Other8.02%
Pension & Profit Sharing Plans0.95%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Berkeley Capital Partners, LLC is an independent registered investment adviser that began SEC registration in 2015 and operates as a limited liability company. The firm describes itself as a capital allocator serving both individual/family and institutional clients. Its advisory services span financial planning, discretionary portfolio management for individuals and pooled vehicles, selection of other advisers, and listed pension consulting services. Berkeley also engages as a sponsor, general partner, and managing member of pooled investment vehicles, and maintains an insurance brokerage capability alongside its advisory business. Fee arrangements include a mix of percentage-of-AUM, fixed fees, and performance-based fees. The firm does not identify as an active ESG investor.