PASKIN & BERLER CAPITAL ADVISORS, LLC

PASKIN & BERLER CAPITAL ADVISORS, LLC is an SEC-registered investment adviser (CRD 160004). Regulatory assets under management: $390.9M.

Registration

Business model

Compensation: % of AUM.

Clients served: High net worth, Charities.

Officers, owners & control persons (10)

NameRoleLocation
Wendy Edyth Paskin-JordanCO-CHIEF EXECUTIVE OFFICER; CO-CHIEF EXECUTIVE OFFICER & CHIEF COMPLIANCE OFFICER; MANAGING MEMBER—
Emily Hernandez NatividadCHIEF COMPLIANCE OFFICER—
Matthew Kip BerlerCO-CHIEF EXECUTIVE OFFICER; MANAGING MEMBER—
BERLER MATTHEW KIPCO-CHIEF EXECUTIVE OFFICER; MANAGING MEMBER—
PASKIN-JORDAN WENDY EDYTHCHIEF COMPLIANCE OFFICER; CHIEF EXECUTIVE OFFICER; CO-CHIEF EXECUTIVE OFFICER (+1 more)—
PASKIN RYAN JEFFREYCHIEF COMPLIANCE OFFICER—
NATIVIDAD ELENITACHIEF COMPLIANCE OFFICER—
NATIVIDAD NETCHIEF COMPLIANCE OFFICER—
NATIVIDAD EMILYCHIEF COMPLIANCE OFFICER—
NATIVIDAD EMILY HERNANDEZCHIEF COMPLIANCE OFFICER—

Branch offices (1)

CityStateEmployeesPhone
——14156255480

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