Berkeley Partners Management, LLC

Berkeley Partners Management, LLC (CRD# 284163) is a financial advisory firm headquartered in San Francisco, CA. They manage $330,060,976 in 5 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    330
    MILLION
  • Total Number of Accounts
    5
    ACCOUNTS
  • Average Account Value
    $66,012,195
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Berkeley Partners Management, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Andrew C. Holmberg
CRD#: 5179541
One Sansome St, 15th Floor, San Francisco, CA 94104
93
Wealthminder
score

Andrew Holmberg (CRD# 5179541) is an Investment Advisor Representative working at Berkeley Partners Management, LLC in San Francisco, CA and has over 11 years of experience in the finance industry.

2
Shuling Yao
CRD#: 6104695
One Sansome St, 15th Floor, San Francisco, CA 94104
93
Wealthminder
score

Shuling Yao (CRD# 6104695) is an Investment Advisor Representative working at Berkeley Partners Management, LLC in San Francisco, CA and has over 5 years of experience in the finance industry.

3
Kingston K. Wu
CRD#: 5635527
One Sansome St, 15th Floor, San Francisco, CA 94104
90
Wealthminder
score

Kingston Wu (CRD# 5635527) is an Investment Advisor Representative working at Berkeley Partners Management, LLC in San Francisco, CA and has over 4 years of experience in the finance industry.

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