# PASKIN & BERLER CAPITAL ADVISORS, LLC

PASKIN & BERLER CAPITAL ADVISORS, LLC is an SEC-registered investment adviser.

## Registration

- CRD: 160004
- Type: SEC-registered investment adviser
- SEC file number: 801-73012
- Phone: 415-625-5480
- Latest filing: 2026-05-12
- Regulatory AUM: $390.9M
- Discretionary AUM: $314.5M
- Non-discretionary AUM: $76.4M
- Clients: 4
- Accounts: 189

## Business model

- Compensation: % of AUM
- Clients served: High net worth, Charities

## Officers, owners & control persons (10)

| Name | Role | Location |
| --- | --- | --- |
| Wendy Edyth Paskin-Jordan | CO-CHIEF EXECUTIVE OFFICER; CO-CHIEF EXECUTIVE OFFICER & CHIEF COMPLIANCE OFFICER; MANAGING MEMBER | — |
| Emily Hernandez Natividad | CHIEF COMPLIANCE OFFICER | — |
| Matthew Kip Berler | CO-CHIEF EXECUTIVE OFFICER; MANAGING MEMBER | — |
| BERLER MATTHEW KIP | CO-CHIEF EXECUTIVE OFFICER; MANAGING MEMBER | — |
| PASKIN-JORDAN WENDY EDYTH | CHIEF COMPLIANCE OFFICER; CHIEF EXECUTIVE OFFICER; CO-CHIEF EXECUTIVE OFFICER (+1 more) | — |
| PASKIN RYAN JEFFREY | CHIEF COMPLIANCE OFFICER | — |
| NATIVIDAD ELENITA | CHIEF COMPLIANCE OFFICER | — |
| NATIVIDAD NET | CHIEF COMPLIANCE OFFICER | — |
| NATIVIDAD EMILY | CHIEF COMPLIANCE OFFICER | — |
| NATIVIDAD EMILY HERNANDEZ | CHIEF COMPLIANCE OFFICER | — |


## Branch offices (1)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| — | — | 1 | 4156255480 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/160004/brochure
- Similar advisers: https://search.stillhousedata.com/firm/160004/similar
- Related entities: https://search.stillhousedata.com/firm/160004/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/160004

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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.