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North Berkeley Wealth Management
North Berkeley Wealth Management is a private multi-family office in Berkeley, CA with no publicly disclosed AUM or named investment principals.
North Berkeley Wealth Management
NORTH BERKELEY WEALTH MANAGEMENT, LLC is an SEC-registered investment adviser in BERKELEY, CA, since 2005. The firm manages $830 million in assets, with $807 million on a discretionary basis. It has 16 employees and 11 investment advisers.
General information
Firm type
Multi Family Office
Year founded
—
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Berkeley
Corporate office
Berkeley, CA, United States
Frequently asked questions
Who runs investment decisions at North Berkeley Wealth Management?
North Berkeley Wealth Management does not publicly name any investment principals, portfolio managers, or members of an investment committee. No regulatory filings or press releases identify individuals responsible for asset allocation or manager selection at the firm.
Is North Berkeley Wealth Management structured as a single family office or a multi-family office?
The firm presents itself as a multi-family office, meaning it serves more than one family. However, the number of client families, total assets under advisement, and minimum account sizes are not publicly disclosed.
Does North Berkeley Wealth Management participate in fund commitments or only direct deals?
There is no public record indicating whether North Berkeley Wealth Management allocates capital to external funds, pursues direct investments, or uses a hybrid approach. Any investment activity is conducted without disclosure across accessible public records.
What is North Berkeley Wealth Management's known posture on co-investments alongside external GPs?
No co-investment activity, participation in club deals, or alignment with external general partners has been reported. The firm's private operational posture extends to all aspects of its investment process.
Where does the underlying wealth come from for North Berkeley's client families?
North Berkeley Wealth Management does not disclose the wealth origins of its client families. The firm's Berkeley location and multi-family structure suggest a possible concentration of technology, academic, or professional-services wealth, but no specific sources have been confirmed.
Profile maintained by Altss 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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