Allocator Index · CRD 117667

BERKELEY, INC

Boise, ID · 208-853-6980 · berkeleyinc.com

SEC IAPD record ↗

Fit score

54

  • aum $250M-$3.0B+22
  • hnw>=75+16
  • hnw_majority+8
  • employees 3-60+8

HNW clients

147

Other individuals

70

HNW assets

$525.3M

Total AUM

$573.9M

Employees

6

Private funds advised

Schedule D 7.B.(1). Real-estate funds first.

None reported.