Paskin & Berler Capital Advisors, LLC

RIASEC Registered

Total AUM

$391M

Discretionary

$314M

80% of AUM

Avg account

$2.1M

Accounts

189

Employees

Advisory reps

Firm details

Headquarters: ,
CRD number: 160004
Registered since: January 18, 2012
Website: paskinberler.com
Custodians: CHARLES SCHWAB & CO., INC., THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION
Fee structure: Percentage of AUM
Client types: HNWI89.4%
Corporations / Businesses9.38%
Charitable Organizations1.18%
Individuals0.04%
Services: Portfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Paskin & Berler Capital Advisors, LLC is an independent registered investment adviser formed as an LLC and SEC-registered in 2012. The firm operates as a capital allocator that serves both individual/family and institutional clients, charging fees based on a percentage of assets under management. Its advisory mandate centers on portfolio management for individuals and small businesses, with a formal capability to select and oversee third‑party managers. The firm does not identify as an active ESG investor and is not designated as a multi‑state adviser in its profile. Its owner type is an individual principal, and it does not present itself as a pension consultant or related adviser.