BERKELEY CAPITAL PARTNERS, LLC
CRD #281082 SEC #801-106521 MILTON, GA 678-690-8700
SEC Registered Private Funds
Total AUM
$999.1M
Discretionary
$909.9M
Employees
11
Clients
0
Accounts
2,298
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $999.1M | $909.9M | $89.2M | 11 | 314 |
| Mar 2025 | $999.1M | $909.9M | $89.2M | 11 | 314 |
| Dec 2024 | $914.8M | $841M | $73.8M | 11 | 314 |
| Mar 2024 | $914.8M | $841M | $73.8M | 11 | 314 |
| Mar 2023 | $812.8M | $762.2M | $50.6M | 11 | 314 |
| Jul 2022 | $751.5M | $674.7M | $76.8M | 11 | 287 |
| Jun 2022 | $751.5M | $674.7M | $76.8M | 11 | 287 |
| Mar 2022 | $751.5M | $674.7M | $76.8M | 11 | 287 |
| Oct 2021 | $601M | $529.8M | $71.2M | 10 | 284 |
| Jul 2021 | $601M | $529.8M | $71.2M | 10 | 284 |
| Mar 2021 | $601M | $529.8M | $71.2M | 10 | 284 |
| Sep 2020 | $556.1M | $478.5M | $77.6M | 10 | 299 |
| Jun 2020 | $556.1M | $478.5M | $77.6M | 10 | 299 |
| May 2020 | $556.1M | $478.5M | $77.6M | 10 | 299 |
| Mar 2020 | $556.1M | $478.5M | $77.6M | 10 | 299 |
| Apr 2019 | $484.4M | $406.8M | $77.6M | 10 | 280 |
| Mar 2019 | $484.4M | $406.8M | $77.6M | 10 | 280 |
| Jan 2019 | $368.6M | $368.6M | $0 | 8 | 0 |
| Mar 2018 | $368.6M | $368.6M | $0 | 8 | 0 |
| Sep 2017 | $357.8M | $357.8M | $0 | 9 | 500 |
| Jan 2017 | $357.8M | $357.8M | $0 | 9 | 500 |
| Dec 2016 | $274.2M | $274.2M | $0 | 8 | 400 |
| Jun 2016 | $274.2M | $274.2M | $0 | 8 | 400 |
| May 2016 | $274.2M | $274.2M | $0 | 8 | 400 |
| Mar 2016 | $274.2M | $274.2M | $0 | 8 | 400 |
| Oct 2015 | $204.1M | $204.1M | $0 | 8 | 400 |
| Aug 2015 | $0 | $0 | $0 | 7 | 0 |
| Aug 2015 | $0 | $0 | $0 | 7 | 0 |
| Aug 2015 | $0 | $0 | $0 | 7 | 0 |
DateSep 2025
Total AUM$999.1M
Discretionary$909.9M
Non-Disc.$89.2M
Employees11
Clients314
DateMar 2025
Total AUM$999.1M
Discretionary$909.9M
Non-Disc.$89.2M
Employees11
Clients314
DateDec 2024
Total AUM$914.8M
Discretionary$841M
Non-Disc.$73.8M
Employees11
Clients314
DateMar 2024
Total AUM$914.8M
Discretionary$841M
Non-Disc.$73.8M
Employees11
Clients314
DateMar 2023
Total AUM$812.8M
Discretionary$762.2M
Non-Disc.$50.6M
Employees11
Clients314
DateJul 2022
Total AUM$751.5M
Discretionary$674.7M
Non-Disc.$76.8M
Employees11
Clients287
DateJun 2022
Total AUM$751.5M
Discretionary$674.7M
Non-Disc.$76.8M
Employees11
Clients287
DateMar 2022
Total AUM$751.5M
Discretionary$674.7M
Non-Disc.$76.8M
Employees11
Clients287
DateOct 2021
Total AUM$601M
Discretionary$529.8M
Non-Disc.$71.2M
Employees10
Clients284
DateJul 2021
Total AUM$601M
Discretionary$529.8M
Non-Disc.$71.2M
Employees10
Clients284
DateMar 2021
Total AUM$601M
Discretionary$529.8M
Non-Disc.$71.2M
Employees10
Clients284
DateSep 2020
Total AUM$556.1M
Discretionary$478.5M
Non-Disc.$77.6M
Employees10
Clients299
DateJun 2020
Total AUM$556.1M
Discretionary$478.5M
Non-Disc.$77.6M
Employees10
Clients299
DateMay 2020
Total AUM$556.1M
Discretionary$478.5M
Non-Disc.$77.6M
Employees10
Clients299
DateMar 2020
Total AUM$556.1M
Discretionary$478.5M
Non-Disc.$77.6M
Employees10
Clients299
DateApr 2019
Total AUM$484.4M
Discretionary$406.8M
Non-Disc.$77.6M
Employees10
Clients280
DateMar 2019
Total AUM$484.4M
Discretionary$406.8M
Non-Disc.$77.6M
Employees10
Clients280
DateJan 2019
Total AUM$368.6M
Discretionary$368.6M
Non-Disc.$0
Employees8
Clients0
DateMar 2018
Total AUM$368.6M
Discretionary$368.6M
Non-Disc.$0
Employees8
Clients0
DateSep 2017
Total AUM$357.8M
Discretionary$357.8M
Non-Disc.$0
Employees9
Clients500
DateJan 2017
Total AUM$357.8M
Discretionary$357.8M
Non-Disc.$0
Employees9
Clients500
DateDec 2016
Total AUM$274.2M
Discretionary$274.2M
Non-Disc.$0
Employees8
Clients400
DateJun 2016
Total AUM$274.2M
Discretionary$274.2M
Non-Disc.$0
Employees8
Clients400
DateMay 2016
Total AUM$274.2M
Discretionary$274.2M
Non-Disc.$0
Employees8
Clients400
DateMar 2016
Total AUM$274.2M
Discretionary$274.2M
Non-Disc.$0
Employees8
Clients400
DateOct 2015
Total AUM$204.1M
Discretionary$204.1M
Non-Disc.$0
Employees8
Clients400
DateAug 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees7
Clients0
DateAug 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees7
Clients0
DateAug 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees7
Clients0