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Berilium Technologies, Inc.

● SEC registered since 2023CRD 327058SEC# 801-128216Santa Ana, CA
Export (members)
Reg. AUM
$3.6M
Employees
2
Accounts
50
Location
Santa Ana, CA

Berilium Technologies, Inc. assets under management

Berilium Technologies, Inc. operates as an SEC-registered investment adviser based in Santa Ana, CA. The firm has been registered since 2023. It reports $3.6 million in regulatory assets under management and employs 2 people.
berilium.coView on SEC.gov ↗

Berilium Technologies, Inc. owners & executives

2 reported
NameTitleOwnershipSince
Alberto Guillen Salas ControlPresident, Ceo, Chief Compliance OfficerOver 75%2024
Cedric Priscal ControlOwner10-25%2023

Frequently asked questions

How much does Berilium Technologies, Inc. manage?

Berilium Technologies, Inc. reports $3.6 million in regulatory assets under management on its Form ADV.

How many employees does Berilium Technologies, Inc. have?

Berilium Technologies, Inc. reports 2 employees.

Where is Berilium Technologies, Inc. located?

Berilium Technologies, Inc. is based in Santa Ana, CA and has been SEC-registered since 2023.

Does Berilium Technologies, Inc. disclose fund performance?

Berilium Technologies, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address3720 S Susan St., Suite 250, Santa Ana, CA 92704
Phone(640) 300-0475
Office hoursBy Appointment
SEC regionLos Angeles Regional Office (LARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$3.1M
Non-discretionary$514K
Total (RAUM)$3.6M