Asset ManagerRIA · CRD 312130SEC-RegisteredPrivate Fund Adviser

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Berkadia Capital Advisors LLC

Berkadia Capital Advisors LLC is an SEC-registered investment adviser in Ambler, PA, registered since 2021. The firm manages approximately $2.7 billion in...

Berkadia Capital Advisors LLC

Berkadia Capital Advisors LLC is an SEC-registered investment adviser in Ambler, PA, registered since 2021. The firm manages approximately $2.7 billion in regulatory assets. It has 2 employees and 2 investment advisers.

General information

Firm type

Asset Manager

Sector focus

Real EstatePrivate CreditInfrastructure

Frequently asked questions

Who runs investment decisions at Berkadia Capital Advisors?

The investment team at Berkadia Capital Advisors has not been publicly named. No principals or senior executives are listed on the firm's public profile, and its investment decision-making process is not disclosed in available sources.

How does Berkadia Capital Advisors source proprietary deal flow?

Berkadia Capital Advisors likely sources deal flow through relationships with developers, brokers, and other real estate intermediaries, as is common for firms in this sector. However, no specific sourcing model or proprietary network has been publicly documented.

What investment stages does Berkadia Capital Advisors typically target?

The firm focuses on value-add and opportunistic real estate investments, which typically involve acquiring underperforming or repositionable assets, as well as ground-up development projects. It also provides structured debt capital across the capital stack.

Does Berkadia Capital Advisors participate in fund commitments or only direct deals?

Based on its specialization in real estate debt and equity, Berkadia Capital Advisors likely engages in direct investments rather than fund-of-funds commitments. However, no public information confirms its specific investment vehicle structure.

Is Berkadia Capital Advisors related to Berkadia Commercial Mortgage?

While the name suggests a possible affiliation, there is no public confirmation linking Berkadia Capital Advisors to Berkadia Commercial Mortgage, a joint venture between Berkshire Hathaway and Jefferies Financial Group that focuses on commercial mortgage banking. The firms operate under similar branding but may be separate entities.

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