A complete list of active advisors currently associated with Paskin & Berler Capital Advisors, LLC

Warmer can help you find a great advisor at Paskin & Berler Capital Advisors, LLC or one who fits your needs even better.

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).

To learn more about the advisors currently working at Paskin & Berler Capital Advisors, 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.