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BERKELEY CAPITAL PARTNERS, LLC

dba BERKELEY CAPITAL PARTNERS, LLC · CRD 281082 · Registered Investment Adviser

Custody via related personManages private funds

BERKELEY CAPITAL PARTNERS, LLC is a Registered Investment Adviser headquartered in MILTON, GA. The firm reports $1,104,421,153 in regulatory assets under management across 2,368 accounts, and manages 8 private fund(s). It reports no Form ADV Item 11 disciplinary disclosures.

Regulatory assets under management

Discretionary$1,052,233,414
Non-discretionary$52,187,739
Total RAUM$1,104,421,153
Accounts2,368

Disciplinary history (Form ADV Item 11)

This adviser reports no Form ADV Item 11 disciplinary events.

About this data

Form ADV is the uniform registration form every investment adviser files with the U.S. Securities and Exchange Commission (and state regulators). Part 1A captures the firm's identity, assets under management, client base, custody arrangements, and disciplinary disclosures. This page mirrors the SEC's monthly firm-roster export with citations to the Investment Adviser Public Disclosure (IAPD) system, where the full brochure (Part 2) and disciplinary detail are available.

References

  1. U.S. Securities and Exchange Commission. Investment Adviser Public Disclosure — CRD 281082. adviserinfo.sec.gov/firm/summary/281082.
  2. SEC Form ADV firm roster (FOIA monthly export). sec.gov Form ADV data.

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