Berkeley Partners Management, LLC
● SEC registered since 2016CRD 284163SEC# 801-108092Oakland, CA
Reg. AUM
$3.06B
Employees
57
Accounts
5
Location
Oakland, CA
Berkeley Partners Management, LLC assets under management
Berkeley Partners Management, LLC is a registered investment adviser overseen by the SEC based in Oakland, CA. The firm has been registered since 2016. It reports $3.1 billion in regulatory assets under management and employs 57 people.
Berkeley Partners Management, LLC owners & executives
10 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Aaron Daniel Snegg Control | Managing Partner | Under 5% | 2016 |
| Andrew Centre Holmberg Control | Partner | Under 5% | 2022 |
| Bahaar Garcha Sidhu Control | Partner/Cfo/Cco | Under 5% | 2017 |
| Berkeley Partners Group, LLC Control | Member | Over 75% | 2017 |
| Matthew James Novak Control | Partner | Under 5% | 2017 |
| Aaron Daniel Snegg Control | Member | Over 75% | 2011 |
| Azul Holdings, LLC Control | Member | Over 75% | 2012 |
| Berkeley Advisors Group, LLC Control | Member | Over 75% | 2017 |
| Industry Capital Holdings, LLC Control | Member | 50-75% | 2010 |
| Industry Capital Real Estate Partners, LLC Control | Member | 25-50% | 2005 |
Frequently asked questions
How much does Berkeley Partners Management, LLC manage?
Berkeley Partners Management, LLC reports $3.1 billion in regulatory assets under management on its Form ADV.
How many employees does Berkeley Partners Management, LLC have?
Berkeley Partners Management, LLC reports 57 employees.
Where is Berkeley Partners Management, LLC located?
Berkeley Partners Management, LLC is based in Oakland, CA and has been SEC-registered since 2016.
Does Berkeley Partners Management, LLC disclose fund performance?
Berkeley Partners Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1111 Broadway, Suite 1670, Oakland, CA 94607 |
| Phone | 415-295-8075 |
| Office hours | 9-5 |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$3.06B▲ 19%
Mar '25Form ADV, monthlyJul '26
How this firm compares
Regulatory AUMTop 17%
Larger than 83% of 16,306 advisers
EmployeesTop 11%
More than 89% of 16,824 advisers
Assets under management
$3.06Bregulatory AUM
Discretionary $1.6BNon-discretionary $1.45B