# North Berkeley Wealth Management

North Berkeley Wealth Management is a Multi Family Office based in Berkeley, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Berkeley, United States
- **Region:** North America
- **Address:** Berkeley, CA, United States
- **Assets under management:** Undisclosed
- **Website:** northberkeleywealth.com
- **LinkedIn:** https://www.linkedin.com/company/bergerkim

## Regulatory record

- **CRD number:** 136431
- **SEC file number:** 801-64572
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/136431

## About

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.

## 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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Last updated: 2026-07-06T01:24:22.134Z

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