BERKELEY INVESTMENT ADVISORS

BERKELEY INVESTMENT ADVISORS of SAN FRANCISCO, CA is an SEC-registered investment adviser (CRD 121223). Regulatory assets under management: $25.3M.

Registration

• CRD: 121223
• Type: Registered investment adviser
• Location: 315 MONTGOMERY STREET, SUITE 900, SAN FRANCISCO, CA, 94104
• Phone: 415-831-9999
• Latest filing: 2026-05-20
• Regulatory AUM: $25.3M
• Discretionary AUM: $25.3M
• Clients: 1
• Accounts: 53

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Corporations.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 121223 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search