Family OfficeRIA · CRD 284163SEC-Registered

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Berkeley

Founded at an undisclosed date, Berkeley is structured as a family office with offices in Princeton, New Jersey; Saratoga, California; Palo Alto,...

Berkeley

Founded at an undisclosed date, Berkeley is structured as a family office with offices in Princeton, New Jersey; Saratoga, California; Palo Alto, California; Berkeley, California; and Pleasanton, California. The firm does not publicly disclose its founding year, wealth origin, or named principals, making it a notably opaque entity even among family offices. Berkeley invests across a range of asset classes, including real estate, infrastructure, private credit, healthcare services, enterprise software, and energy transition and renewables. The firm pursues direct investments and co-investment opportunities, likely alongside external general partners or in club deals. Its multi-office structure suggests a preference for regional deal sourcing, with each location potentially covering distinct geographies or sector verticals. The firm's team size is not publicly known, and it maintains no widely visible philanthropic or operating-company affiliates. The absence of a disclosed LinkedIn presence or website further limits external visibility into its scale and staffing. Berkeley's structural differentiator lies in its geographic dispersion across five US cities — a relatively uncommon footprint for a single-family office. This configuration may reflect a multi-family or multi-branch structure, or an intentional strategy to access deal flow from disparate innovation hubs and real estate markets simultaneously.

General information

Firm type

Family Office

Year founded

AUM

Undisclosed

Location

Region

North America

Country

United States

City

Princeton

Corporate office

Princeton, NJ, United States

Additional offices

Saratoga · Palo Alto · Berkeley · Pleasanton

Sector focus

Real EstateInfrastructurePrivate CreditHealthcare ServicesEnterprise SoftwareEnergy Transition & Renewables

Frequently asked questions

Where is Berkeley headquartered?

Berkeley lists Princeton, New Jersey as its primary location, with additional offices in Saratoga, Palo Alto, Berkeley, and Pleasanton, California (per public record).

What asset classes does Berkeley target?

Berkeley invests across real estate, infrastructure, private credit, healthcare services, enterprise software, and energy transition and renewables (public record). The firm pursues both direct investments and co-investments.

Does Berkeley operate as a single-family office or multi-family office?

Berkeley's firm type is listed as 'family office,' but its multi-office footprint and lack of disclosed single-family affiliation suggest it could function as a multi-family office or a family office with multiple branches (public record).

What is Berkeley's investment strategy?

Berkeley focuses on direct investments and co-investments across real assets, private credit, and growth-stage sectors, including healthcare and enterprise software (public record).

Is Berkeley's wealth origin publicly known?

No, Berkeley does not disclose the origin of its capital or the underlying family or families behind the entity (public record).

Does Berkeley participate in fund commitments or only direct deals?

While its exact mix is undisclosed, Berkeley's stated activity in co-investments suggests it may pursue both direct deals and partnerships with external GPs (public record).

How can I contact Berkeley?

Berkeley does not maintain a public website or social media presence. Contact information is not available through standard public sources.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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