# LEWIS-BERKELEY ASSET MANAGEMENT

LEWIS-BERKELEY ASSET MANAGEMENT is an SEC-registered investment adviser.

## Registration

- CRD: 127352
- Type: SEC-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

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/127352/brochure
- Similar advisers: https://search.stillhousedata.com/firm/127352/similar
- Related entities: https://search.stillhousedata.com/firm/127352/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/127352

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.