BERKELEY, INC
CRD #117667 SEC #801-62959 BOISE, ID 208-853-6980
SEC Registered
Total AUM
$595.9M
Discretionary
$593.5M
Employees
6
Clients
25
Accounts
761
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2025 | $595.9M | $593.5M | $2.4M | 6 | 30 |
| Mar 2025 | $595.9M | $593.5M | $2.4M | 6 | 30 |
| Jan 2025 | $327.4M | $325.2M | $2.2M | 5 | 10 |
| Feb 2024 | $327.4M | $325.2M | $2.2M | 5 | 10 |
| Nov 2023 | $301M | $301M | $0 | 4 | 25 |
| May 2023 | $301M | $301M | $0 | 4 | 25 |
| Mar 2022 | $287.3M | $287.3M | $0 | 4 | 25 |
| Mar 2021 | $268M | $268M | $0 | 4 | 20 |
| Jun 2020 | $268M | $268M | $0 | 4 | 30 |
| Apr 2020 | $268M | $268M | $0 | 4 | 30 |
| Apr 2019 | $236.5M | $236.5M | $0 | 4 | 30 |
| Jun 2018 | $225.5M | $225.5M | $0 | 4 | 40 |
| Jun 2018 | $225.5M | $225.5M | $0 | 4 | 40 |
| Apr 2018 | $225.5M | $225.5M | $0 | 4 | 40 |
| May 2017 | $198.6M | $198.6M | $0 | 4 | 210 |
| Mar 2016 | $190.2M | $190.2M | $0 | 4 | 210 |
| Apr 2015 | $195M | $195M | $0 | 3 | 220 |
| Mar 2014 | $175.6M | $175.6M | $0 | 3 | 200 |
| Mar 2013 | $168.5M | $167.5M | $950K | 3 | 200 |
| Jun 2012 | $158M | $158M | $0 | 1 | 200 |
| Mar 2011 | $142.4M | $142.4M | $0 | 5 | -- |
| May 2010 | $122.7M | $122.7M | $0 | 5 | -- |
| Feb 2009 | $105.6M | $105.6M | $0 | 5 | -- |
| Jan 2008 | $136.7M | $135.7M | $1M | 5 | -- |
| Nov 2007 | $114.4M | $114.4M | $0 | 5 | -- |
| Apr 2007 | $114.4M | $114.4M | $0 | 5 | -- |
| Feb 2007 | $114.4M | $114.4M | $0 | 5 | -- |
| Mar 2006 | $93.8M | $93.8M | $0 | 5 | -- |
| Sep 2005 | $80.2M | $80.2M | $0 | 5 | -- |
DateApr 2025
Total AUM$595.9M
Discretionary$593.5M
Non-Disc.$2.4M
Employees6
Clients30
DateMar 2025
Total AUM$595.9M
Discretionary$593.5M
Non-Disc.$2.4M
Employees6
Clients30
DateJan 2025
Total AUM$327.4M
Discretionary$325.2M
Non-Disc.$2.2M
Employees5
Clients10
DateFeb 2024
Total AUM$327.4M
Discretionary$325.2M
Non-Disc.$2.2M
Employees5
Clients10
DateNov 2023
Total AUM$301M
Discretionary$301M
Non-Disc.$0
Employees4
Clients25
DateMay 2023
Total AUM$301M
Discretionary$301M
Non-Disc.$0
Employees4
Clients25
DateMar 2022
Total AUM$287.3M
Discretionary$287.3M
Non-Disc.$0
Employees4
Clients25
DateMar 2021
Total AUM$268M
Discretionary$268M
Non-Disc.$0
Employees4
Clients20
DateJun 2020
Total AUM$268M
Discretionary$268M
Non-Disc.$0
Employees4
Clients30
DateApr 2020
Total AUM$268M
Discretionary$268M
Non-Disc.$0
Employees4
Clients30
DateApr 2019
Total AUM$236.5M
Discretionary$236.5M
Non-Disc.$0
Employees4
Clients30
DateJun 2018
Total AUM$225.5M
Discretionary$225.5M
Non-Disc.$0
Employees4
Clients40
DateJun 2018
Total AUM$225.5M
Discretionary$225.5M
Non-Disc.$0
Employees4
Clients40
DateApr 2018
Total AUM$225.5M
Discretionary$225.5M
Non-Disc.$0
Employees4
Clients40
DateMay 2017
Total AUM$198.6M
Discretionary$198.6M
Non-Disc.$0
Employees4
Clients210
DateMar 2016
Total AUM$190.2M
Discretionary$190.2M
Non-Disc.$0
Employees4
Clients210
DateApr 2015
Total AUM$195M
Discretionary$195M
Non-Disc.$0
Employees3
Clients220
DateMar 2014
Total AUM$175.6M
Discretionary$175.6M
Non-Disc.$0
Employees3
Clients200
DateMar 2013
Total AUM$168.5M
Discretionary$167.5M
Non-Disc.$950K
Employees3
Clients200
DateJun 2012
Total AUM$158M
Discretionary$158M
Non-Disc.$0
Employees1
Clients200
DateMar 2011
Total AUM$142.4M
Discretionary$142.4M
Non-Disc.$0
Employees5
Clients--
DateMay 2010
Total AUM$122.7M
Discretionary$122.7M
Non-Disc.$0
Employees5
Clients--
DateFeb 2009
Total AUM$105.6M
Discretionary$105.6M
Non-Disc.$0
Employees5
Clients--
DateJan 2008
Total AUM$136.7M
Discretionary$135.7M
Non-Disc.$1M
Employees5
Clients--
DateNov 2007
Total AUM$114.4M
Discretionary$114.4M
Non-Disc.$0
Employees5
Clients--
DateApr 2007
Total AUM$114.4M
Discretionary$114.4M
Non-Disc.$0
Employees5
Clients--
DateFeb 2007
Total AUM$114.4M
Discretionary$114.4M
Non-Disc.$0
Employees5
Clients--
DateMar 2006
Total AUM$93.8M
Discretionary$93.8M
Non-Disc.$0
Employees5
Clients--
DateSep 2005
Total AUM$80.2M
Discretionary$80.2M
Non-Disc.$0
Employees5
Clients--