BERKADIA CAPITAL ADVISORS LLC
CRD #312130 SEC #801-120783 AMBLER, PA 215-328-3978
SEC Registered Private Funds
Total AUM
$624.2M
Discretionary
$624.2M
Employees
2
Clients
--
Accounts
2
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $624.2M | $624.2M | $0 | 2 | 0 |
| Sep 2024 | $809.2M | $809.2M | $0 | 3 | 0 |
| Mar 2024 | $809.2M | $809.2M | $0 | 3 | 0 |
| Apr 2023 | $862.8M | $862.8M | $0 | 1 | 0 |
| Mar 2023 | $862.8M | $862.8M | $0 | 1 | 0 |
| Mar 2022 | $589.3M | $589.3M | $0 | 1 | 0 |
| Dec 2021 | $180.1M | $180.1M | $0 | 2 | 0 |
| Aug 2021 | $180.1M | $180.1M | $0 | 2 | 0 |
| Mar 2021 | $0 | $0 | $0 | 1 | 0 |
DateMar 2025
Total AUM$624.2M
Discretionary$624.2M
Non-Disc.$0
Employees2
Clients0
DateSep 2024
Total AUM$809.2M
Discretionary$809.2M
Non-Disc.$0
Employees3
Clients0
DateMar 2024
Total AUM$809.2M
Discretionary$809.2M
Non-Disc.$0
Employees3
Clients0
DateApr 2023
Total AUM$862.8M
Discretionary$862.8M
Non-Disc.$0
Employees1
Clients0
DateMar 2023
Total AUM$862.8M
Discretionary$862.8M
Non-Disc.$0
Employees1
Clients0
DateMar 2022
Total AUM$589.3M
Discretionary$589.3M
Non-Disc.$0
Employees1
Clients0
DateDec 2021
Total AUM$180.1M
Discretionary$180.1M
Non-Disc.$0
Employees2
Clients0
DateAug 2021
Total AUM$180.1M
Discretionary$180.1M
Non-Disc.$0
Employees2
Clients0
DateMar 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0