Berkadia Capital Advisors LLC
● SEC registered since 2021CRD 312130SEC# 801-120783Ambler, PA
Ranks #1,882 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$2.66B
Fund GAV
$2.66B
Private funds
2
Employees
2
Accounts
2
Location
Ambler, PA
Berkadia Capital Advisors LLC assets under management
Berkadia Capital Advisors LLC operates as an SEC-registered investment adviser based in Ambler, PA. The firm has been registered since 2021. It reports $2.7 billion in regulatory assets under management and employs 2 people. Berkadia Capital Advisors LLC manages 2 private funds with combined gross assets of $2.7 billion, including Brc Multifamily Bridge Loan Fund LP. By regulatory assets, it ranks 1,882 of 6,004 private fund managers.
Berkadia Capital Advisors LLC private funds
2 funds · $2.66B GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Brc Multifamily Bridge Loan Fund LP | Other Private | $1.49B | — |
| Brc Leveraged Bridge Loan Fund LP | Other Private | $1.17B | — |
Berkadia Capital Advisors LLC owners & executives
10 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Ann Margaret Griffith | Chief Compliance Officer | Under 5% | 2020 |
| Berkadia Proprietary Holding LLC Control | Sole Member | Over 75% | 2020 |
| Beth Ann Herrmann Control | President | Under 5% | 2020 |
See all 10 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Berkadia Capital Advisors LLC manage?
Berkadia Capital Advisors LLC reports $2.7 billion in regulatory assets under management on its Form ADV.
How many private funds does Berkadia Capital Advisors LLC manage?
Berkadia Capital Advisors LLC manages 2 private funds with combined gross assets of $2.7 billion.
How many employees does Berkadia Capital Advisors LLC have?
Berkadia Capital Advisors LLC reports 2 employees.
Where is Berkadia Capital Advisors LLC located?
Berkadia Capital Advisors LLC is based in Ambler, PA and has been SEC-registered since 2021.
Does Berkadia Capital Advisors LLC disclose fund performance?
Berkadia Capital Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 323 Norristown Road, Suite 300, Ambler, PA 19002 |
| Phone | 215-328-3978 |
| Office hours | 9:00-5:00 Et |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$2.66B▲ 326%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 19%
Larger than 81% of 16,271 advisers
AUM vs fund managersTop 31%
Larger than 69% of 6,004 private-fund managers
Number of fundsTop 63%
More funds than 37% of fund managers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$2.66Bregulatory AUM
Discretionary $2.66B