Paskin & Berler Capital Advisors, LLC
● SEC registered since 2012CRD 160004SEC# 801-73012
Reg. AUM
$390.9M
Employees
4
Accounts
189
Location
—
Paskin & Berler Capital Advisors, LLC assets under management
Paskin & Berler Capital Advisors, LLC is an SEC-registered investment adviser. The firm has been registered since 2012. It reports $390.9 million in regulatory assets under management and employs 4 people.
Paskin & Berler Capital Advisors, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Matthew Kip Berler Control | Co-Chief Executive Officer | 50-75% | 2021 |
| Wendy Edyth Paskin-Jordan Control | Co-Chief Executive Officer & Chief Compliance Officer | 50-75% | 1999 |
Frequently asked questions
How much does Paskin & Berler Capital Advisors, LLC manage?
Paskin & Berler Capital Advisors, LLC reports $390.9 million in regulatory assets under management on its Form ADV.
How many employees does Paskin & Berler Capital Advisors, LLC have?
Paskin & Berler Capital Advisors, LLC reports 4 employees.
Does Paskin & Berler Capital Advisors, LLC disclose fund performance?
Paskin & Berler Capital Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 415-625-5480 |
| Fax | 415-625-5482 |
| Office hours | 8:30a.m.-5:30p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$390.9M▲ 10%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 55%
Larger than 45% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$390.9Mregulatory AUM
Discretionary $314.5MNon-discretionary $76.4M