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Berkadia Capital Advisors LLC

● SEC registered since 2021CRD 312130SEC# 801-120783Ambler, PA
Export (members)
Ranks #3,285 of 5,911 private fund managers by regulatory AUM.
Reg. AUM
$624.2M
Fund GAV
$624.2M
Private funds
2
Employees
2
Accounts
2
Location
Ambler, PA

Berkadia Capital Advisors LLC assets under management

Berkadia Capital Advisors LLC operates as an SEC-registered investment adviser based in Ambler, PA. The firm has been registered since 2021. It reports $624.2 million in regulatory assets under management and employs 2 people. Berkadia Capital Advisors LLC manages 2 private funds with combined gross assets of $624.2 million, including Brc Leveraged Bridge Loan Fund LP. By regulatory assets, it ranks 3,285 of 5,911 private fund managers.

Berkadia Capital Advisors LLC private funds

2 funds · $624.2M GAV
FundTypeGross assetsMin.
Brc Leveraged Bridge Loan Fund LPOther Private$317.6M
Brc Multifamily Bridge Loan Fund LPOther Private$306.6M

Berkadia Capital Advisors LLC owners & executives

10 reported
NameTitleOwnershipSince
Ann Margaret GriffithChief Compliance OfficerUnder 5%2020
Berkadia Proprietary Holding LLC ControlSole MemberOver 75%2020
Beth Ann Herrmann ControlPresidentUnder 5%2020
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Frequently asked questions

How much does Berkadia Capital Advisors LLC manage?

Berkadia Capital Advisors LLC reports $624.2 million in regulatory assets under management on its Form ADV.

How many private funds does Berkadia Capital Advisors LLC manage?

Berkadia Capital Advisors LLC manages 2 private funds with combined gross assets of $624.2 million.

How many employees does Berkadia Capital Advisors LLC have?

Berkadia Capital Advisors LLC reports 2 employees.

Where is Berkadia Capital Advisors LLC located?

Berkadia Capital Advisors LLC is based in Ambler, PA and has been SEC-registered since 2021.

Does Berkadia Capital Advisors LLC disclose fund performance?

Berkadia Capital Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address323 Norristown Road, Suite 300, Ambler, PA 19002
Phone215-328-3978
Office hours9:00-5:00 Et
SEC regionPhiladelphia Regional Office (PLRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$624.2M
Non-discretionary$0
Total (RAUM)$624.2M

Service providers