# BERKELEY PARTNERS MANAGEMENT, LLC

BERKELEY PARTNERS MANAGEMENT, LLC of OAKLAND, CA is an SEC-registered investment adviser.

## Registration

- CRD: 284163
- Type: SEC-registered investment adviser
- SEC file number: 801-108092
- Location: 1111 BROADWAY, SUITE 1670, OAKLAND, CA, 94607
- Phone: 415-295-8075
- Latest filing: 2026-06-08
- Regulatory AUM: $3.1B
- Discretionary AUM: $1.6B
- Non-discretionary AUM: $1.5B
- Clients: 57
- Accounts: 5

## Business model

- Compensation: % of AUM, Performance
- Clients served: Pooled vehicles, Investment cos

## Officers, owners & control persons (12)

| Name | Role | Location |
| --- | --- | --- |
| Douglas Stephen Wertheimer | CHIEF COMPLIANCE OFFICER | — |
| Aaron Daniel Snegg | MANAGING PARTNER; MEMBER | — |
| Matthew James Novak | PARTNER | — |
| Bahaar Garcha Sidhu | PARTNER; PARTNER/CFO/CCO | — |
| Andrew Centre Holmberg | PARTNER | — |
| VILLARINA NORMAN DINO | MANAGER; MEMBER; OWNER (+1 more) | — |
| WERTHEIMER DOUGLAS STEPHEN | CHIEF COMPLIANCE OFFICER; MANAGER & CHIEF COMPLIANCE OFFICER; MEMBER (+1 more) | — |
| SNEGG AARON DANIEL | MANAGER; MEMBER | — |
| NOVAK MATTHEW JAMES | MANAGER | — |
| VILLARINA JENNIFER SWANY | TRUSTEE | — |
| SIDHU BAHAAR GARCHA | CHIEF OPERATING OFFICER | — |
| HOLMBERG ANDREW CENTRE | PARTNER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/284163/brochure
- Similar advisers: https://search.stillhousedata.com/firm/284163/similar
- Related entities: https://search.stillhousedata.com/firm/284163/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/284163

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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.