RIA Intelligence

BERKLEY CAPITAL MANAGEMENT, LLC

CRD #316284 SEC #802-122284 POTTSTOWN, PA 512-541-8327
State Registered Exempt Reporting Private Funds
Total AUM
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Discretionary
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Employees
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Clients
--
Accounts
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Firm Details

Organization Type
--
State of Formation
--
Fiscal Year End
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Registration Date
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Latest Filing
Oct 25, 2022
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
Duggan, Benjamin, DexterIMEMBER MANAGER/DIRECTOR OF INVESTOR RELATIONSC Control
Duggan, Benjamin, DexterIMEMBER MANAGER/DIRECTOR OF INVESTOR RELATIONSC Control
Duggan, Benjamin, DexterIMEMBER MANAGER/DIRECTOR OF INVESTOR RELATIONSC Control
Trimper, John, BradleyIMEMBER MANAGER/PORTFOLIO MANAGERC Control
Trimper, John, BradleyIMEMBER MANAGER/PORTFOLIO MANAGERC Control
Trimper, John, BradleyIMEMBER MANAGER/PORTFOLIO MANAGERC Control
Boyle, William, JosephIMEMBER MANAGER/DIRECTOR OF INVESTMENT STRATEGYB Control
Boyle, William, JosephIMEMBER MANAGER/DIRECTOR OF INVESTMENT STRATEGYB Control
Boyle, William, JosephIMEMBER MANAGER/DIRECTOR OF INVESTMENT STRATEGYB Control
Ott, Thomas, RaymondIMEMBER MANAGER/DIRECTOR OF BUSINESS DEVELOPMENTB Control
Ott, Thomas, RaymondIMEMBER MANAGER/DIRECTOR OF BUSINESS DEVELOPMENTB Control
Ott, Thomas, RaymondIMEMBER MANAGER/DIRECTOR OF BUSINESS DEVELOPMENTB Control

Registrations

Federal

ERA
Oct 25, 2022 REGISTERED

Address

152 E HIGH ST, SUITE 440-E
POTTSTOWN, PA 19464
United States
Phone: 512-541-8327