Paskin & Berler Capital Advisors, LLC is an SEC registered investment adviser organized as a limited liability company. Its latest Form ADV filing, dated March 31, 2026, reports $391M in regulatory assets under management, 4 employees, 1 office, and 189 accounts.
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
1 types reported
Asset based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 69.7% of total clients.
Top client categories% of clientsClients
1
HNWI
69.7%
46
2
Corporations
16.7%
11
3
Charitable
9.1%
6
4
Individuals
4.5%
3
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$391Mas of March 31, 2026
Discretionary80.4%
$314M
80% of total RAUM80.4%
Non-discretionary19.6%
$76M
20% of total RAUM19.6%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$391M
Total Accounts189
10Y AUM Change+$158M (+67.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee17:1
10Y Employee Change+1 (+33.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.