Berkeley, Inc
● SEC registered since 2004CRD 117667SEC# 801-62959Boise, ID
Reg. AUM
$573.9M
Employees
6
Accounts
769
Location
Boise, ID
Berkeley, Inc assets under management
Berkeley, Inc is a registered investment adviser overseen by the SEC based in Boise, ID. The firm has been registered since 2004. It reports $573.9 million in regulatory assets under management and employs 6 people.
Berkeley, Inc owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Megan Nicole Parrish Control | Chief Compliance Officer/Vice President | 25-50% | 2024 |
| Paul Stephen White Control | President | 50-75% | 2003 |
Frequently asked questions
How much does Berkeley, Inc manage?
Berkeley, Inc reports $573.9 million in regulatory assets under management on its Form ADV.
How many employees does Berkeley, Inc have?
Berkeley, Inc reports 6 employees.
Where is Berkeley, Inc located?
Berkeley, Inc is based in Boise, ID and has been SEC-registered since 2004.
Does Berkeley, Inc disclose fund performance?
Berkeley, Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 3778 Plantation River Drive, Suite 102, Boise, ID 83703 |
| Phone | 208-853-6980 |
| Office hours | 9a.m. - 5 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$573.9M▲ 75%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 45%
Larger than 55% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$573.9Mregulatory AUM
Discretionary $573.9M