Berkeley Capital Partners, Llc
- Regulatory AUM
- $1.1B
- Discretionary
- $1.1B
- Clients
- 1,605
- Avg AUM / client
- $688K
- Accounts
- 2,368
- Employees
- 11
AUM over time
Annual snapshots from Form ADV filings · as of Mar 31, 2026
Investments (13F portfolio — 184 positions, $431,271,649)
13F period Mar 31, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | State Str Spdr S&P 500 Etf T | TR UNIT | $84,995,714 | 130,694 | 19.7% | 7.7% |
| 2 | Vanguard Whitehall Fds | HIGH DIV YLD | $31,664,092 | 213,802 | 7.34% | 2.87% |
| 3 | Vanguard Scottsdale Fds | INT-TERM CORP | $27,011,849 | 326,427 | 6.26% | 2.45% |
| 4 | Vanguard Scottsdale Fds | LG-TERM COR BD | $16,618,039 | 222,404 | 3.85% | 1.5% |
| 5 | Vanguard Intl Equity Index F | ALLWRLD EX US | $13,715,429 | 182,629 | 3.18% | 1.24% |
| 6 | Invesco Qqq Tr | UNIT SER 1 | $11,077,099 | 19,192 | 2.57% | 1.0% |
| 7 | Vanguard World Fd | ENERGY ETF | $9,312,468 | 53,817 | 2.16% | 0.84% |
| 8 | Coastalsouth Bancshares Inc | COM NEW | $8,866,219 | 360,562 | 2.06% | 0.8% |
| 9 | Spdr Series Trust | STATE STREET SPD | $8,732,089 | 180,714 | 2.02% | 0.79% |
| 10 | Spdr Series Trust | STATE STREET SPD | $8,649,132 | 146,051 | 2.01% | 0.78% |
| 11 | Ishares Tr | 20 YR TR BD ETF | $6,298,996 | 72,661 | 1.46% | 0.57% |
| 12 | Microsoft Corp | COM | $5,832,948 | 15,757 | 1.35% | 0.53% |
| 13 | Vaneck Etf Trust | BDC INCOME ETF | $5,365,799 | 419,203 | 1.24% | 0.49% |
| 14 | Vanguard Index Fds | MID CAP ETF | $5,133,008 | 17,874 | 1.19% | 0.46% |
| 15 | Nvidia Corporation | COM | $5,072,076 | 29,083 | 1.18% | 0.46% |
| 16 | Apple Inc | COM | $4,047,398 | 15,948 | 0.94% | 0.37% |
| 17 | Vanguard World Fd | INDUSTRIAL ETF | $3,670,771 | 11,757 | 0.85% | 0.33% |
| 18 | Chevron Corporation | COM | $3,639,261 | 17,589 | 0.84% | 0.33% |
| 19 | Exxon Mobil Corp | COM | $3,521,362 | 20,755 | 0.82% | 0.32% |
| 20 | Alps Etf Tr | ALERIAN MLP | $3,373,123 | 64,079 | 0.78% | 0.31% |
| 21 | Conocophillips | COM | $3,357,860 | 25,438 | 0.78% | 0.3% |
| 22 | Vanguard Index Fds | TOTAL STK MKT | $3,206,720 | 9,996 | 0.74% | 0.29% |
| 23 | Johnson & Johnson | COM | $3,081,939 | 12,608 | 0.71% | 0.28% |
| 24 | Alphabet Inc | CAP STK CL A | $2,820,443 | 9,808 | 0.65% | 0.26% |
| 25 | Vaneck Etf Trust | GOLD MINERS ETF | $2,754,728 | 30,018 | 0.64% | 0.25% |
Top 25 of 184 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 1,377 | $327M | 29.6% |
| High net worth individuals | 180 | $433M | 39.2% |
| Pooled investment vehicles (non-investment companies) | 7 | $246M | 22.3% |
| Pension and profit sharing plans | 38 | $10.5M | 0.95% |
| Other | 3 | $88.6M | 8.02% |
Private funds (7)
Reported in Form ADV Section 7.B.(1), filing of Dec 2024 · $199M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Apc Vb Homes, Llc | Private Equity Fund | Mississippi | $114M | 73 |
| Berkeley Alternative Income Fund I, Llc | Other Private Fund | Mississippi | $27.2M | 82 |
| Apc Glr, Llc | Private Equity Fund | Georgia | $24.7M | 85 |
| Apc Park Central, Llc | Private Equity Fund | Delaware | $15.6M | 75 |
| Apc Cmp, Llc | Private Equity Fund | Delaware | $12.7M | 22 |
| Berkeley Ventures I, Llc | Private Equity Fund | Mississippi | $3.2M | 44 |
| Berkeley Ventures Ii, Llc | Private Equity Fund | Mississippi | $800K | 54 |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Schwabplan Retirement Savings And Investment Plan The Charles Schwab Corporation | 2024 |
People (9)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Michael Crooks Eddy | Shareholder | Mar 2009 (17y) | ≈ 37.5% – 75% via Bcp Services, Inc. | |
| Stuart James Blewett | Shareholder | Mar 2009 (17y) | ≈ 37.5% – 75% via Bcp Services, Inc. | |
| Anthony Francis Palazzo | President | CFA | Jul 2015 (11y) | Less than 5% |
| Christopher Martin Eddy | Vice President/Treasurer | CFP | Jul 2015 (11y) | Less than 5% |
| Daniel Blake Newberg | Vice President/Secretary | CFP | Jul 2015 (11y) | Less than 5% |
| Bustelo, Fernando | Chief Compliance Officer | Feb 2022 (5y) | Less than 5% | |
| Charles Patrick Barry | Registered representative | Aug 2015 (11y) | ||
| Michael Dewayne Brown | Registered representative | Oct 2016 (10y) | ||
| Jeffery Steven Pierce | Registered representative | Apr 2018 (8y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Bcp Services, Inc. | Sole Member | Jul 2015 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Michael Crooks Eddy: 50% – 75% of Bcp Services, Inc. × 75% – 100% direct ≈ 37.5% – 75% of the firm
- Stuart James Blewett: 50% – 75% of Bcp Services, Inc. × 75% – 100% direct ≈ 37.5% – 75% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (7, $199M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Apc Vb Homes, Llc | Private Equity Fund | $114M | $250K | 73 |
| Berkeley Alternative Income Fund I, Llc | Other Private Fund | $27.2M | $100K | 82 |
| Apc Glr, Llc | Private Equity Fund | $24.7M | $250K | 85 |
| Apc Park Central, Llc | Private Equity Fund | $15.6M | $250K | 75 |
| Apc Cmp, Llc | Private Equity Fund | $12.7M | $250K | 22 |
| Berkeley Ventures I, Llc | Private Equity Fund | $3.2M | $25.0K | 44 |
| Berkeley Ventures Ii, Llc | Private Equity Fund | $800K | $10.0K | 54 |
From Form ADV Section 7.B private fund reporting.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Schwabplan Retirement Savings And Investment Plan | The Charles Schwab Corporation | 32,145 | $8.9B | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 2.71 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
- • Performance-based fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $692M (63% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗