BERKELEY PARTNERS MANAGEMENT, LLC

1111 Broadway
Suite 1670
Oakland, California 94607
Tel: 415-295-8080

About BERKELEY PARTNERS MANAGEMENT, LLC

BERKELEY PARTNERS MANAGEMENT, LLC, formally registered with the SEC as BERKELEY PARTNERS MANAGEMENT, LLC. The firm was established in 07/18/2016. They have over 3 offices throughout the country.

BERKELEY PARTNERS MANAGEMENT, LLC is a Oakland, California based Financial Planning firm with nearly $2,473,927,341 assets under management, offering retirement planning & investment advisory services to 4 clients. The firm is staffed with 56 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	284163
SEC#	801-108092
Assets Managed by Firm	$2,473,927,341
No. of Clients	4
No. of Advisors	56

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	4	$2,473,927,341
Corporations or other businesses	Fewer than 5 clients	$544,613,785

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