Beresh, Patrick Michael
● SEC registered since 2020CRD 137495SEC# 801-118214Larkspur, CA
Reg. AUM
$117.2M
Employees
1
Accounts
232
Location
Larkspur, CA
Beresh, Patrick Michael assets under management
Beresh, Patrick Michael is a registered investment adviser overseen by the SEC based in Larkspur, CA. The firm has been registered since 2020. It reports $117.2 million in regulatory assets under management and employs 1 people.
Beresh, Patrick Michael owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Patrick Michael Beresh Control | Owner, Principal And Chief Compliance Officer | Over 75% | 2005 |
Frequently asked questions
How much does Beresh, Patrick Michael manage?
Beresh, Patrick Michael reports $117.2 million in regulatory assets under management on its Form ADV.
How many employees does Beresh, Patrick Michael have?
Beresh, Patrick Michael reports 1 employees.
Where is Beresh, Patrick Michael located?
Beresh, Patrick Michael is based in Larkspur, CA and has been SEC-registered since 2020.
Does Beresh, Patrick Michael disclose fund performance?
Beresh, Patrick Michael is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 101 Larkspur Landing Circle, Suite 319, Larkspur, CA 94939-1746 |
| Phone | 415-336-5501 |
| Office hours | 9:00 a.m. To 5:00 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$117.2M▲ 7%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 90%
Larger than 10% of 16,271 advisers
EmployeesTop 94%
More than 6% of 16,825 advisers
Assets under management
$117.2Mregulatory AUM
Discretionary $117.2M