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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 27, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| GRIFFITH, ANN, MARGARET | I | CHIEF COMPLIANCE OFFICER | NA | |
| GRIFFITH, ANN, MARGARET | I | CHIEF COMPLIANCE OFFICER | NA | |
| GRIFFITH, ANN, MARGARET | I | CHIEF COMPLIANCE OFFICER | NA | |
| GRIFFITH, ANN, MARGARET | I | CHIEF COMPLIANCE OFFICER | NA | |
| GRIFFITH, ANN, MARGARET | I | CHIEF COMPLIANCE OFFICER | NA | |
| GRIFFITH, ANN, MARGARET | I | CHIEF COMPLIANCE OFFICER | NA | |
| GRIFFITH, ANN, MARGARET | I | CHIEF COMPLIANCE OFFICER | NA | |
| GRIFFITH, ANN, MARGARET | I | CHIEF COMPLIANCE OFFICER | NA | |
| GRIFFITH, ANN, MARGARET | I | CHIEF COMPLIANCE OFFICER | NA | |
| GRIFFITH, ANN, MARGARET | I | CHIEF COMPLIANCE OFFICER | NA | |
| GRIFFITH, ANN, MARGARET | I | CHIEF COMPLIANCE OFFICER | NA | |
| Herrmann, Beth Ann | I | PRESIDENT | NA | Control |
| Herrmann, Beth Ann | I | PRESIDENT | NA | Control |
| Herrmann, Beth Ann | I | PRESIDENT | NA | Control |
| Herrmann, Beth Ann | I | PRESIDENT | NA | Control |
| Herrmann, Beth Ann | I | PRESIDENT | NA | Control |
| Herrmann, Beth Ann | I | PRESIDENT | NA | Control |
| Herrmann, Beth Ann | I | PRESIDENT | NA | Control |
| Herrmann, Beth Ann | I | PRESIDENT | NA | Control |
| Herrmann, Beth Ann | I | PRESIDENT | NA | Control |
| Herrmann, Beth Ann | I | PRESIDENT | NA | Control |
| Herrmann, Beth Ann | I | PRESIDENT | NA | Control |
| BERKADIA PROPRIETARY HOLDING LLC | DE | SOLE MEMBER | E | Control |
| BERKADIA PROPRIETARY HOLDING LLC | DE | SOLE MEMBER | E | Control |
| BERKADIA PROPRIETARY HOLDING LLC | DE | SOLE MEMBER | E | Control |
| BERKADIA PROPRIETARY HOLDING LLC | DE | SOLE MEMBER | E | Control |
| BERKADIA PROPRIETARY HOLDING LLC | DE | SOLE MEMBER | E | Control |
| BERKADIA PROPRIETARY HOLDING LLC | DE | SOLE MEMBER | E | Control |
| BERKADIA PROPRIETARY HOLDING LLC | DE | SOLE MEMBER | E | Control |
| BERKADIA PROPRIETARY HOLDING LLC | DE | SOLE MEMBER | E | Control |
| BERKADIA PROPRIETARY HOLDING LLC | DE | SOLE MEMBER | E | Control |
| BERKADIA PROPRIETARY HOLDING LLC | DE | SOLE MEMBER | E | Control |
| BERKADIA PROPRIETARY HOLDING LLC | DE | SOLE MEMBER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| BERKADIA COMMERCIAL MORTGAGE HOLDING LLC | DE | BERKADIA PROPRIETARY HOLDING LLC | E | Control |
| BERKADIA COMMERCIAL MORTGAGE HOLDING LLC | DE | BERKADIA PROPRIETARY HOLDING LLC | E | Control |
| BERKADIA COMMERCIAL MORTGAGE HOLDING LLC | DE | BERKADIA PROPRIETARY HOLDING LLC | E | Control |
| BERKADIA COMMERCIAL MORTGAGE HOLDING LLC | DE | BERKADIA PROPRIETARY HOLDING LLC | E | Control |
| BERKADIA COMMERCIAL MORTGAGE HOLDING LLC | DE | BERKADIA PROPRIETARY HOLDING LLC | E | Control |
| BERKADIA COMMERCIAL MORTGAGE HOLDING LLC | DE | BERKADIA PROPRIETARY HOLDING LLC | E | Control |
| BERKADIA COMMERCIAL MORTGAGE HOLDING LLC | DE | BERKADIA PROPRIETARY HOLDING LLC | E | Control |
| BERKADIA COMMERCIAL MORTGAGE HOLDING LLC | DE | BERKADIA PROPRIETARY HOLDING LLC | E | Control |
| BERKADIA COMMERCIAL MORTGAGE HOLDING LLC | DE | BERKADIA PROPRIETARY HOLDING LLC | E | Control |
| BERKADIA COMMERCIAL MORTGAGE HOLDING LLC | DE | BERKADIA PROPRIETARY HOLDING LLC | E | Control |
| BERKSHIRE HATHAWAY INC. | DE | BH COLUMBIA INC. | E | Control |
| BERKSHIRE HATHAWAY INC. | DE | BH COLUMBIA INC. | E | Control |
| BERKSHIRE HATHAWAY INC. | DE | BH COLUMBIA INC. | E | Control |
| BERKSHIRE HATHAWAY INC. | DE | BH COLUMBIA INC. | E | Control |
| BERKSHIRE HATHAWAY INC. | DE | BH COLUMBIA INC. | E | Control |
| BERKSHIRE HATHAWAY INC. | DE | BH COLUMBIA INC. | E | Control |
| BERKSHIRE HATHAWAY INC. | DE | BH COLUMBIA INC. | E | Control |
| BERKSHIRE HATHAWAY INC. | DE | BH COLUMBIA INC. | E | Control |
| BERKSHIRE HATHAWAY INC. | DE | BH COLUMBIA INC. | E | Control |
| BERKSHIRE HATHAWAY INC. | DE | BH COLUMBIA INC. | E | Control |
| BH COLUMBIA INC. | DE | COLUMBIA INSURANCE COMPANY | E | Control |
| BH COLUMBIA INC. | DE | COLUMBIA INSURANCE COMPANY | E | Control |
| BH COLUMBIA INC. | DE | COLUMBIA INSURANCE COMPANY | E | Control |
| BH COLUMBIA INC. | DE | COLUMBIA INSURANCE COMPANY | E | Control |
| BH COLUMBIA INC. | DE | COLUMBIA INSURANCE COMPANY | E | Control |
| BH COLUMBIA INC. | DE | COLUMBIA INSURANCE COMPANY | E | Control |
| BH COLUMBIA INC. | DE | COLUMBIA INSURANCE COMPANY | E | Control |
| BH COLUMBIA INC. | DE | COLUMBIA INSURANCE COMPANY | E | Control |
| BH COLUMBIA INC. | DE | COLUMBIA INSURANCE COMPANY | E | Control |
| BH COLUMBIA INC. | DE | COLUMBIA INSURANCE COMPANY | E | Control |
| JEFFERIES FINANCIAL GROUP INC. | DE | JEFFERIES US HOLDINGS LLC | E | Control |
| JEFFERIES FINANCIAL GROUP INC. | DE | JEFFERIES US HOLDINGS LLC | E | Control |
| JEFFERIES FINANCIAL GROUP INC. | DE | JEFFERIES US HOLDINGS LLC | E | Control |
| JEFFERIES FINANCIAL GROUP INC. | DE | JEFFERIES US HOLDINGS LLC | E | Control |
| JEFFERIES FINANCIAL GROUP INC. | DE | JEFFERIES US HOLDINGS LLC | E | Control |
| JEFFERIES US HOLDINGS LLC | DE | LUK SERVICING, LLC | E | Control |
| JEFFERIES US HOLDINGS LLC | DE | LUK SERVICING, LLC | E | Control |
| JEFFERIES US HOLDINGS LLC | DE | LUK SERVICING, LLC | E | Control |
| JEFFERIES US HOLDINGS LLC | DE | LUK SERVICING, LLC | E | Control |
| JEFFERIES US HOLDINGS LLC | DE | LUK SERVICING, LLC | E | Control |
| JEFFRIES FINANCIAL GROUP INC. | DE | JEFFRIES GROUP LLC | E | Control |
| JEFFRIES FINANCIAL GROUP INC. | DE | JEFFRIES GROUP LLC | E | Control |
| JEFFRIES FINANCIAL GROUP INC. | DE | JEFFRIES GROUP LLC | E | Control |
| JEFFRIES FINANCIAL GROUP INC. | DE | JEFFRIES GROUP LLC | E | Control |
| JEFFRIES FINANCIAL GROUP INC. | DE | JEFFRIES GROUP LLC | E | Control |
| JEFFRIES GROUP LLC | DE | LUK SERVICING, LLC | E | Control |
| JEFFRIES GROUP LLC | DE | LUK SERVICING, LLC | E | Control |
| JEFFRIES GROUP LLC | DE | LUK SERVICING, LLC | E | Control |
| JEFFRIES GROUP LLC | DE | LUK SERVICING, LLC | E | Control |
| JEFFRIES GROUP LLC | DE | LUK SERVICING, LLC | E | Control |
| COLUMBIA INSURANCE COMPANY | DE | BERKADIA COMMERCIAL MORTGAGE HOLDING LLC | D | Control |
| COLUMBIA INSURANCE COMPANY | DE | BERKADIA COMMERCIAL MORTGAGE HOLDING LLC | D | Control |
| COLUMBIA INSURANCE COMPANY | DE | BERKADIA COMMERCIAL MORTGAGE HOLDING LLC | D | Control |
| COLUMBIA INSURANCE COMPANY | DE | BERKADIA COMMERCIAL MORTGAGE HOLDING LLC | D | Control |
| COLUMBIA INSURANCE COMPANY | DE | BERKADIA COMMERCIAL MORTGAGE HOLDING LLC | D | Control |
| COLUMBIA INSURANCE COMPANY | DE | BERKADIA COMMERCIAL MORTGAGE HOLDING LLC | D | Control |
| COLUMBIA INSURANCE COMPANY | DE | BERKADIA COMMERCIAL MORTGAGE HOLDING LLC | D | Control |
| COLUMBIA INSURANCE COMPANY | DE | BERKADIA COMMERCIAL MORTGAGE HOLDING LLC | D | Control |
| COLUMBIA INSURANCE COMPANY | DE | BERKADIA COMMERCIAL MORTGAGE HOLDING LLC | D | Control |
| COLUMBIA INSURANCE COMPANY | DE | BERKADIA COMMERCIAL MORTGAGE HOLDING LLC | D | Control |
| LUK SERVICING, LLC | DE | BERKADIA COMMERCIAL MORTGAGE HOLDING LLC | D | Control |
| LUK SERVICING, LLC | DE | BERKADIA COMMERCIAL MORTGAGE HOLDING LLC | D | Control |
| LUK SERVICING, LLC | DE | BERKADIA COMMERCIAL MORTGAGE HOLDING LLC | D | Control |
| LUK SERVICING, LLC | DE | BERKADIA COMMERCIAL MORTGAGE HOLDING LLC | D | Control |
| LUK SERVICING, LLC | DE | BERKADIA COMMERCIAL MORTGAGE HOLDING LLC | D | Control |
| LUK SERVICING, LLC | DE | BERKADIA COMMERCIAL MORTGAGE HOLDING LLC | D | Control |
| LUK SERVICING, LLC | DE | BERKADIA COMMERCIAL MORTGAGE HOLDING LLC | D | Control |
| LUK SERVICING, LLC | DE | BERKADIA COMMERCIAL MORTGAGE HOLDING LLC | D | Control |
| LUK SERVICING, LLC | DE | BERKADIA COMMERCIAL MORTGAGE HOLDING LLC | D | Control |
| LUK SERVICING, LLC | DE | BERKADIA COMMERCIAL MORTGAGE HOLDING LLC | D | Control |
Registrations
Federal
IA
Mar 27, 2025 REGISTERED
Address
323 NORRISTOWN ROADSUITE 300
AMBLER, PA 19002
United States
Phone: 215-328-3978