The BERKELEY CAPITAL PARTNERS is a privately held investment adviser that advises $1.02Bn in regulatory assets under management held in 2 SEC fund types across 3 investment strategies. BERKELEY CAPITAL PARTNERS is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 69.04% over the last 5-years.
The Group has been registered with the SEC for 10.98 years and is comprised of 1 filing and 0 relying advisers. They operate out of 2 office locations with their Headquarters at 3000 HERITAGE WALK SUITE 301, MILTON, GEORGIA. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 11 employees comprised of 9 investment and 2 non-investment staff. The total number of Employees increased by 10% over the last 5-years.
Their $1.02Bn in assets advised are owned by 8 private funds, 0 public funds and BDCs and 38 other accounts. Assets of High Net Worth Individuals clients own $433.05mn or 42.63% of Total Assets and Individuals own $326.57mn or 32.15% of Total Assets.
The Group's top investment strategies include Traditional LBO, FI/Credit - Lending and Early Stage, representing 88.97%, 10.57% and 0.46% of total assets, respectively.
They advise 4 types of clients, top clients are High Net Worth Individuals and Individuals.
The Group uses 1 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 2 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 2 private funds with $1.14mn in assets.
The Group discloses fixed fees, management fees and performance-based fees.
BERKELEY CAPITAL PARTNERS names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.