# BERESH, PATRICK MICHAEL

BERESH, PATRICK MICHAEL of LARKSPUR, CA is an SEC-registered investment adviser.

## Registration

- CRD: 137495
- Type: SEC-registered investment adviser
- SEC file number: 801-118214
- Location: 101 LARKSPUR LANDING CIRCLE, SUITE 319, LARKSPUR, CA, 94939-1746
- Phone: 415-336-5501
- Latest filing: 2026-02-18
- Regulatory AUM: $117.2M
- Discretionary AUM: $117.2M
- Clients: 1
- Accounts: 232

## Business model

- Compensation: % of AUM, Hourly, Fixed, Commissions
- Clients served: Individuals, High net worth, Pooled vehicles, Charities

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| Patrick Michael Beresh | OWNER, PRINCIPAL AND CHIEF COMPLIANCE OFFICER | — |
| BERESH PATRICK MICHAEL | OWNER/CCO; OWNER/CHIEF COMPLIANCE OFFICER; OWNER, PRINCIPAL AND CHIEF COMPLIANCE OFFICER | — |


## Disclosures (2)

| Initiated | Type | Allegations | Status | Amount |
| --- | --- | --- | --- | --- |
| 2019-12-04 | regulatory | PMB ADVISORS ENTERED INTO A CONSENT ORDER WITH THE STATE OF CALIFORNIA DEPARTMENT OF FINANCIAL PROTECTION AND INNOVATION RELATED TO THE DEPARTMENT'S ALLEGATION THAT THREE TRADE ALLOCATION DECISIONS MADE BY PMB ADVISORS ON MAY 30, 2019 WERE UNFAIR TO 46 CLIENTS EXCLUDED FROM PARTICIPATION IN THE PROF… | Final | $10K |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/137495/brochure
- Similar advisers: https://search.stillhousedata.com/firm/137495/similar
- Related entities: https://search.stillhousedata.com/firm/137495/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/137495

---

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.