LEWIS-BERKELEY ASSET MANAGEMENT

LEWIS-BERKELEY ASSET MANAGEMENT is an SEC-registered investment adviser (CRD 127352). Regulatory assets under management: $7.3M.

Registration

• CRD: 127352
• Type: Registered investment adviser
• Phone: 703-400-9571
• Latest filing: 2024-03-22
• Regulatory AUM: $7.3M
• Discretionary AUM: $3.7M
• Non-discretionary AUM: $3.7M
• Clients: 2
• Accounts: 13

Business model

Compensation: % of AUM, Fixed.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 127352 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search