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).

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
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.

CO

Financial Advisors at Berkeley Square Capital Management, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Matthew W. Hayden
CRD#: 5126037
1434 Spruce Street, Suite 100, Boulder, CO 80302
93
Wealthminder
score

Matthew Hayden (CRD# 5126037) is an Investment Advisor Representative working at Berkeley Square Capital Management, LLC in Boulder, CO and has over 10 years of experience in the finance industry.

2
Drew F. Knowles
CRD#: 5066844
1434 Spruce Street, Suite 100, Boulder, CO 80302
93
Wealthminder
score

Drew Knowles (CRD# 5066844) is an Investment Advisor Representative working at Berkeley Square Capital Management, LLC in Boulder, CO and has over 10 years of experience in the finance industry.

3
Mark J. Zanotti
CRD#: 6331142
1434 Spruce Street, Suite 100, Boulder, CO 80302
69
Wealthminder
score

Mark Zanotti (CRD# 6331142) is an Investment Advisor Representative working at Berkeley Square Capital Management, LLC in Boulder, CO and has over 2 years of experience in the finance industry.

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