Berilium Technologies, Inc.
● SEC registered since 2023CRD 327058SEC# 801-128216Lake Forest, CA
Reg. AUM
$4.5M
Employees
2
Accounts
42
Location
Lake Forest, CA
Berilium Technologies, Inc. assets under management
Berilium Technologies, Inc. operates as an SEC-registered investment adviser based in Lake Forest, CA. The firm has been registered since 2023. It reports $4.5 million in regulatory assets under management and employs 2 people.
Berilium Technologies, Inc. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Alberto Guillen Salas Control | President, Ceo, Chief Compliance Officer | Over 75% | 2024 |
| Cedric Priscal Control | Owner | 10-25% | 2023 |
Frequently asked questions
How much does Berilium Technologies, Inc. manage?
Berilium Technologies, Inc. reports $4.5 million in regulatory assets under management on its Form ADV.
How many employees does Berilium Technologies, Inc. have?
Berilium Technologies, Inc. reports 2 employees.
Where is Berilium Technologies, Inc. located?
Berilium Technologies, Inc. is based in Lake Forest, CA and has been SEC-registered since 2023.
Does Berilium Technologies, Inc. disclose fund performance?
Berilium Technologies, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 23792 Rockfield Blvd., Suite 101, Lake Forest, CA 92630 |
| Phone | (640) 300-0475 |
| Office hours | By Appointment |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$4.5M▲ 1010%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 99%
Larger than 1% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$4.5Mregulatory AUM
Discretionary $3.2MNon-discretionary $1.3M