Be advised. This firm is no longer registered.

Berkeley Square Capital Management, LLC

Berkeley Square Capital Management, LLC (CRD# 165322) is a financial advisory firm headquartered in Boulder, CO. They manage $104,254,311 in 12 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
1434 Spruce Street, Suite 100, Boulder, CO 80302
http://www.berksq.com
By the Numbers
  • Total Assets Under Management
    104
    MILLION
  • Total Number of Accounts
    12
    ACCOUNTS
  • Average Account Value
    $8,687,859
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CO

Financial Advisors at Berkeley Square Capital Management, LLC
No Advisor Found.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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