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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...
Overview
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
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.
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.
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