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Berkeley, Inc

● SEC registered since 2004CRD 117667SEC# 801-62959Boise, ID
Export (members)
Reg. AUM
$595.9M
Employees
6
Accounts
761
Location
Boise, ID

Berkeley, Inc assets under management

Berkeley, Inc is a registered investment adviser overseen by the SEC based in Boise, ID. The firm has been registered since 2004. It reports $595.9 million in regulatory assets under management and employs 6 people.
www.berkeleyinc.comView on SEC.gov ↗

Berkeley, Inc owners & executives

2 reported
NameTitleOwnershipSince
Megan Parrish ControlChief Compliance Officer/Vice President25-50%2023
Paul Stephen White ControlPresident50-75%2003

Frequently asked questions

How much does Berkeley, Inc manage?

Berkeley, Inc reports $595.9 million in regulatory assets under management on its Form ADV.

How many employees does Berkeley, Inc have?

Berkeley, Inc reports 6 employees.

Where is Berkeley, Inc located?

Berkeley, Inc is based in Boise, ID and has been SEC-registered since 2004.

Does Berkeley, Inc disclose fund performance?

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

Contact & registration

Address3778 Plantation River Drive, Suite 102, Boise, ID 83703
Phone208-853-6980
Office hours9a.m. - 5 p.m.
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$593.5M
Non-discretionary$2.4M
Total (RAUM)$595.9M