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Douglas Stephen Wertheimer

Chief Compliance OfficerBerkeley Partners Management, LLCCRD 4997203

About Douglas Stephen Wertheimer

Douglas Stephen Wertheimer is listed as Chief Compliance Officer at Berkeley Partners Management, LLC in Oakland, CA. Form ADV reports a beneficial ownership band of Under 5%. Douglas Stephen Wertheimer is associated with 2 registered advisers.

Reported ownership

Owns Under 5% of Berkeley Partners Management, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Douglas Stephen Wertheimer work?

Douglas Stephen Wertheimer is listed as Chief Compliance Officer at Berkeley Partners Management, LLC on SEC Form ADV.

How much of Berkeley Partners Management, LLC does Douglas Stephen Wertheimer own?

Form ADV reports a beneficial ownership band of Under 5%.

Berkeley Partners Management, LLC

TitleChief Compliance Officer
OwnershipUnder 5%
Control personYes
Since2016
View Berkeley Partners Management, LLC →

Osborne Partners Capital Management LLC

TitlePartner Of Opcm Holdings, Llc
Ownership—
Control personYes
Since2008
View Osborne Partners Capital Management LLC →