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Paskin & Berler Capital Advisors, LLC

● SEC registered since 2012CRD 160004SEC# 801-73012
Export (members)
Reg. AUM
$355.1M
Employees
4
Accounts
182
Location

Paskin & Berler Capital Advisors, LLC assets under management

Paskin & Berler Capital Advisors, LLC is an SEC-registered investment adviser. The firm has been registered since 2012. It reports $355.1 million in regulatory assets under management and employs 4 people.

Paskin & Berler Capital Advisors, LLC owners & executives

5 reported
NameTitleOwnershipSince
Emily Hernandez NatividadChief Compliance OfficerUnder 5%2018
Matthew Kip Berler ControlCo-Chief Executive Officer50-75%2021
Matthew Kip Berler ControlManaging Member50-75%2021
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Frequently asked questions

How much does Paskin & Berler Capital Advisors, LLC manage?

Paskin & Berler Capital Advisors, LLC reports $355.1 million in regulatory assets under management on its Form ADV.

How many employees does Paskin & Berler Capital Advisors, LLC have?

Paskin & Berler Capital Advisors, LLC reports 4 employees.

Does Paskin & Berler Capital Advisors, LLC disclose fund performance?

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

Contact & registration

Phone415-625-5480
Fax415-625-5482
Office hours8:30a.m.-5:30p.m.
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$279.8M
Non-discretionary$75.4M
Total (RAUM)$355.1M