Paskin & Berler Capital Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$349,652,597
Clients
49
Advisors
1
of 4 employees
About
Paskin & Berler Capital Advisors provides ongoing investment advisory and consulting services to individuals, trusts, pension and profit‑sharing plans, estates, charitable organizations, and corporations, with a client mix that includes high‑net‑worth individuals. The firm reports managing approximately $390.9 million across discretionary and non‑discretionary accounts for roughly 49 clients.
The firm employs strategic and tactical asset allocation and tailors portfolios to clients’ stated objectives, tax situations, and risk tolerances, relying heavily on selection of third‑party managers. Portfolios typically use a mix of no‑load mutual funds, ETFs, separately managed accounts and alternative/private placements (including hedge funds, private equity, venture capital and real estate), supported by proprietary manager research and ongoing monitoring.
Distinctive features include a practice focused on a relatively small number of high‑value client relationships and principals with substantial institutional investment and board experience that inform manager selection and governance oversight. The ADV also discloses that a firm principal holds securities licenses (Series 7, 63, 65) and recently ended a broker‑dealer affiliation, and the firm notes use of certain performance‑based private funds and a $10 million account minimum (with discretionary exceptions).
Client services
Expertise
Occupation focus
Fee options
$0 - $500,000: 1.50% $500,000 - $2,000,000: 1.25% $2,000,000 - $4,000,000: 1.00% $4,000,000 - $8,000,000: 0.80% $8,000,000 - $15,000,000: 0.60% $15,000,000 - $25,000,000: 0.50% $25,000,000 - $35,000,000: 0.25% $35,000,000 - $55,000,000: 0.15% $55,000,000 - $75,000,000: 0.10% $75,000,000+: 0.08%
Minimum hourly rate of $200/hour for certain additional services beyond standard investment management
Performance-based fees may be received from certain recommended funds; PB does not charge asset-based fees on those assets
Account minimum: $10,000,000 Minimum fee: Minimum annual fee of $15,000 Fee-only: Consulting services charged on a fee basis calculated quarterly in arrears; minimum hourly rate of $200/hour for certain additional services
Main office
Santa Rosa CA
Advisors at this office
1
Most active in
California
Also doing business as
Paskin & Berler Capital Advisors, LLC · Paskin Capital Advisors, LLC
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:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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