Berkeley Partners Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Oakland, CA. Its latest Form ADV filing, dated March 24, 2026, reports $3.1B in regulatory assets under management, 57 employees, 2 offices, and 5 accounts.
Assets Under Management
$3.1B
Employees
57
Offices
2 offices
Total Clients
<5
Primary office
OAKLAND, CA
1111 BROADWAY, SUITE 1670, OAKLAND, CA, United States
Portfolio management for pooled investment vehicles
Fee models offered
2 types reported
Asset based fees
Performance-based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentPooled Investment Vehicles represent 100.0% of total clients.
Top client categories% of clientsClients
1
Pooled Investment Vehicles
100.0%
3
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
State or municipal government entities (including govt. pension plans)<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$3.1Bas of March 24, 2026
Discretionary52.4%
$1.6B
52% of total RAUM52.4%
Non-discretionary47.6%
$1.5B
48% of total RAUM47.6%
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$3.1B
Total Accounts5
10Y AUM Change+$2.7B (+825.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees57
Clients per Employee0:1
10Y Employee Change+26 (+83.9%)
* 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.