RIA Intel›Advisers›California›BERKELEY PARTNERS MANAGEMENT, LLC

BERKELEY PARTNERS MANAGEMENT, LLC

Advisory

N·OAKLAND, CA

Data as of Mar 24, 2026 · Source: SEC Form ADV

Total AUM

$3.1B

1-Year AUM Growth

+13.9%

3-Year CAGR

+40.9%

Employees

17

Assets Under Management

Total AUM$3.1B

Discretionary AUM$1.6B

Non-Discretionary AUM$1.5B

Discretionary %52.4%

Total Clients3

Team

Total Employees17

Investment Advisers57

Employee Growth (1Y)+14.3%

Filing History

Total Filings on Record16

First FilingJun 30, 2016

Latest FilingMar 24, 2026

🔒 Full AUM trend chart and 16 historical filings spanning 10+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on BERKELEY PARTNERS MANAGEMENT, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.