RIA Intelligence

BERKELEY SQUARE ASSET MANAGEMENT, LLC

Legal name: BERKELEY SQUARE ASSET MANAGEMENT

CRD #288719 SEC #801-110869 DENVER, CO 720-588-2040
SEC Registered
Total AUM
$145M
Discretionary
$6.5M
Employees
2
Clients
11
Accounts
17

Firm Details

Organization Type
Limited Liability Company
State of Formation
Colorado
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Apr 2, 2018
Branch Offices
1

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
HAYDEN, MATTHEW, WILLIAMICHIEF EXECUTIVE OFFICERD Control
HAYDEN, MATTHEW, WILLIAMICHIEF EXECUTIVE OFFICERD Control
HAYDEN, MATTHEW, WILLIAMICHIEF EXECUTIVE OFFICERD Control
KNOWLES, DREW, FIPRESIDENT AND CCOD Control
KNOWLES, DREW, FIPRESIDENT AND CCOD Control
KNOWLES, DREW, FIPRESIDENT AND CCOD Control

Registrations

Federal

IA
Apr 2, 2018 REGISTERED

Notice Filings (1)

CO

Address

1875 LAWRENCE STREET,
SUITE 540
DENVER, CO 80202
United States
Phone: 720-588-2040