BERKELEY PARTNERS MANAGEMENT, LLC

OAKLAND, California·4 registered advisors·CRD# 284163
SEC# 801-1080922415-295-8080
01

Firm Overview

AUM
$2.5B
Regulatory assets under management
Employees
56
Total firm employees
Advisors
4
Registered representatives
02

Services & Fees

Advisory Services
Pension consulting
Selection of other advisers
Compensation
Percentage of AUM
Performance-based fees
03

Specialties

Retirement PlanningWealth Management
04

Advisors at BERKELEY PARTNERS MANAGEMENT, LLC

4 registered advisors
Andrew Centre Holmberg
OAKLAND, California
Bahaar Garcha Sidhu
OAKLAND, California
Jennifer Swany Villarina
SAN FRANCISCO, California
Matthew James Novak
OAKLAND, California
05

Office Locations

OAKLAND, California
3 advisors
SAN FRANCISCO, California
1 advisor

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Data sourced from SEC Form ADV filings. BERKELEY PARTNERS MANAGEMENT, LLC (CRD# 284163) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.