Berkeley Partners Management, Llc
- Regulatory AUM
- $3.1B
- Discretionary
- $1.6B
- Clients
- 3
- Avg AUM / client
- $1.0B
- Accounts
- 5
- Employees
- 57
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jun 08, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 3 | $1.6B | 52.4% |
| State or municipal government entities | Fewer than 5 clients | $892M | 29.2% |
| Corporations and other businesses | Fewer than 5 clients | $561M | 18.4% |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Novak, Matthew, James | Manager | Jan 2017 (10y) | Less than 5% | |
| Sidhu, Bahaar, Garcha | Chief Operating Officer | Jul 2017 (9y) | Less than 5% | |
| Andrew Centre Holmberg | Partner | Feb 2022 (5y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Berkeley Advisors Group, Llc | Member | Jan 2017 | B | 75% or more of Berkeley Partners Group, Llc (indirect) |
Undisclosed: 85% – 100% of the firm is not attributable from the filed Schedule A bands.
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.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/08/2026 | 1.07 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
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 08, 2026.
View current Form ADV (SEC/IAPD) ↗