BERKELEY PARTNERS MANAGEMENT, LLC
CRD #284163 SEC #801-108092 OAKLAND, CA 415-295-8080
SEC Registered
Total AUM
$2.6B
Discretionary
$1.3B
Employees
59
Clients
--
Accounts
5
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $2.6B | $1.3B | $1.3B | 59 | 0 |
| Mar 2024 | $2.5B | $1.1B | $1.4B | 56 | 0 |
| Mar 2023 | $2.2B | $787.5M | $1.4B | 60 | 0 |
| Aug 2022 | $2.1B | $1.3B | $795.7M | 51 | 0 |
| Mar 2022 | $2.1B | $1.3B | $795.7M | 51 | 0 |
| Aug 2021 | $1.7B | $993.5M | $659.2M | 56 | 0 |
| Mar 2021 | $886.9M | $886.9M | $0 | 56 | 0 |
| Mar 2020 | $518.1M | $518.1M | $0 | 56 | 0 |
| Apr 2019 | $405.4M | $405.4M | $0 | 41 | 0 |
| Mar 2019 | $405.4M | $405.4M | $0 | 41 | 0 |
| Jan 2019 | $466M | $466M | $0 | 43 | 0 |
| Jul 2018 | $466M | $466M | $0 | 43 | 0 |
| Mar 2018 | $466M | $466M | $0 | 43 | 0 |
| Mar 2017 | $330.1M | $330.1M | $0 | 31 | 1 |
| Nov 2016 | $319.6M | $319.6M | $0 | 22 | 1 |
| Jul 2016 | $0 | $0 | $0 | 22 | 0 |
| Jun 2016 | $0 | $0 | $0 | 22 | 0 |
DateMar 2025
Total AUM$2.6B
Discretionary$1.3B
Non-Disc.$1.3B
Employees59
Clients0
DateMar 2024
Total AUM$2.5B
Discretionary$1.1B
Non-Disc.$1.4B
Employees56
Clients0
DateMar 2023
Total AUM$2.2B
Discretionary$787.5M
Non-Disc.$1.4B
Employees60
Clients0
DateAug 2022
Total AUM$2.1B
Discretionary$1.3B
Non-Disc.$795.7M
Employees51
Clients0
DateMar 2022
Total AUM$2.1B
Discretionary$1.3B
Non-Disc.$795.7M
Employees51
Clients0
DateAug 2021
Total AUM$1.7B
Discretionary$993.5M
Non-Disc.$659.2M
Employees56
Clients0
DateMar 2021
Total AUM$886.9M
Discretionary$886.9M
Non-Disc.$0
Employees56
Clients0
DateMar 2020
Total AUM$518.1M
Discretionary$518.1M
Non-Disc.$0
Employees56
Clients0
DateApr 2019
Total AUM$405.4M
Discretionary$405.4M
Non-Disc.$0
Employees41
Clients0
DateMar 2019
Total AUM$405.4M
Discretionary$405.4M
Non-Disc.$0
Employees41
Clients0
DateJan 2019
Total AUM$466M
Discretionary$466M
Non-Disc.$0
Employees43
Clients0
DateJul 2018
Total AUM$466M
Discretionary$466M
Non-Disc.$0
Employees43
Clients0
DateMar 2018
Total AUM$466M
Discretionary$466M
Non-Disc.$0
Employees43
Clients0
DateMar 2017
Total AUM$330.1M
Discretionary$330.1M
Non-Disc.$0
Employees31
Clients1
DateNov 2016
Total AUM$319.6M
Discretionary$319.6M
Non-Disc.$0
Employees22
Clients1
DateJul 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees22
Clients0
DateJun 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees22
Clients0