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Berkeley Partners Management, LLC

● SEC registered since 2016CRD 284163SEC# 801-108092Oakland, CA
Export (members)
Reg. AUM
$2.57B
Employees
59
Accounts
5
Location
Oakland, CA

Berkeley Partners Management, LLC assets under management

Berkeley Partners Management, LLC is a registered investment adviser overseen by the SEC based in Oakland, CA. The firm has been registered since 2016. It reports $2.6 billion in regulatory assets under management and employs 59 people.

Berkeley Partners Management, LLC owners & executives

11 reported
NameTitleOwnershipSince
Aaron Daniel Snegg ControlManaging PartnerUnder 5%2016
Andrew Centre Holmberg ControlPartnerUnder 5%2022
Bahaar Garcha Sidhu ControlPartnerUnder 5%2017
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Frequently asked questions

How much does Berkeley Partners Management, LLC manage?

Berkeley Partners Management, LLC reports $2.6 billion in regulatory assets under management on its Form ADV.

How many employees does Berkeley Partners Management, LLC have?

Berkeley Partners Management, LLC reports 59 employees.

Where is Berkeley Partners Management, LLC located?

Berkeley Partners Management, LLC is based in Oakland, CA and has been SEC-registered since 2016.

Does Berkeley Partners Management, LLC disclose fund performance?

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

Contact & registration

Address1111 Broadway, Suite 1670, Oakland, CA 94607
Phone415-295-8075
Office hours5-Sep
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$1.26B
Non-discretionary$1.31B
Total (RAUM)$2.57B