# Berkeley

Berkeley is a RIA based in Oakland, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Oakland, United States
- **Region:** North America
- **Address:** Princeton, NJ, United States
- **Founded:** 2004
- **Assets under management:** Undisclosed
- **LinkedIn:** https://www.linkedin.com/company/berkeley

## Regulatory record

- **CRD number:** 284163
- **SEC file number:** 801-108092
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/284163

## About

Berkeley is an SEC-registered investment adviser in Oakland, CA, registered since 2016. The firm manages $3.1 billion in assets, with $1.6 billion on a discretionary basis. It has 57 employees and 17 investment advisers.

## Sectors

- Real Estate
- Infrastructure
- Private Credit
- Healthcare Services
- Enterprise Software
- Energy Transition & Renewables

## Offices

- Saratoga
- Palo Alto
- Berkeley
- Pleasanton

## Questions

### 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.

### 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).

### 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.

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Last updated: 2026-07-06T01:24:12.422Z

Canonical page: https://altss.com/profile/berkeley

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