A complete list of active advisors currently associated with Berkeley Capital Partners, LLC

Warmer can help you find a great advisor at Berkeley Capital Partners, LLC or one who fits your needs even better.

Berkeley Capital Partners is an SEC‑registered investment adviser managing about $1.1 billion in assets for roughly 1,557 clients, including individuals, high‑net‑worth clients, trusts, estates, corporations, retirement plans, and charitable institutions. The firm also provides advisory services to pooled investment vehicles and serves as investment adviser to Private Funds. Berkeley primarily provides discretionary portfolio management and global asset‑allocation strategies tailored to individual client goals, using equities, fixed income, mutual funds, ETFs, derivatives and other alternative investments; accounts are reviewed at least quarterly. The firm sponsors the Berkeley Managed Account wrap program, may engage third‑party managers to implement strategies, and offers retirement plan fiduciary and non‑fiduciary services as well as flat‑fee oversight and litigation‑related assistance. Distinctive features include acting as a fund sponsor and private fund adviser that forms closed Private Funds investing in real estate, private equity and private debt and that may employ incentive or performance‑based fee structures with carried‑interest waterfall allocations. Berkeley also manages pooled vehicles directly, sponsors a wrap program, at times uses derivatives, short sales and leverage in separately managed accounts, maintains insurance‑licensed personnel and a registered‑representative affiliation for insurance and annuity offerings, and operates from six offices — characteristics less common among similarly sized advisory teams.

To learn more about the advisors currently working at Berkeley Capital Partners, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.