Berilium
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Berilium Technologies is an SEC‑registered, internet‑based investment adviser that provides automated online investment management and sub‑advisory services through a proprietary website and client questionnaire. Its client base includes individual investors, including high‑net‑worth clients, and other entities that may access the firm’s model portfolios via the platform.
The firm’s investment process is algorithm‑driven: a proprietary Algorithm scores clients on risk capacity and willingness and recommends one of its model portfolios, which are built predominantly from ETFs, mutual funds and closed‑end structures such as business development companies, interval funds and tender‑offer funds. Portfolios are offered in two series (Private Market and Alternative Income), emphasize diversification to supplement traditional stock‑and‑bond holdings, and present projected volatility and downside‑mitigation metrics while disclosing the limited liquidity and quarterly repurchase mechanics of many holdings.
Berilium’s operations are distinctive for delivering advice solely through its interactive platform and for programming procedural safeguards into the Algorithm (for example, eligibility halts tied to bid/ask spreads, NAV discount/premium levels and repurchase oversubscription thresholds). The firm is also affiliated with another SEC‑registered adviser—Berilium fully owns Endure Capital—and provides sub‑advisory services to third‑party advisers, with allocation, valuation and disclosure policies intended to address related conflicts.
Client services
Expertise
Fee options
1.00% per annum for standard investment advisory services; 0.65% per annum for sub-advisory services
Account minimum: $50,000
Main office
23792 Rockfield Blvd., Suite 101
Lake Forest CA 92630
Advisors at this office
1
Most active in
California · Illinois · Indiana · Nebraska
Also doing business as
Berilium · Berilium Technologies, Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)