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BERKELEY CAPITAL PARTNERS, LLC
CRD 281082File 801-106521
APPROVED
Retail clients
Custody
Filing as of Mar 31, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.10B
Above cohort median (national)
Discretionary AUM
$1.05B
Non-discretionary $52.2M
Clients
1,602
2,368 accounts
Employees
11
Above cohort median in GA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- Aug 12, 2015
- Principal office
- 3000 HERITAGE WALK, SUITE 301, MILTON, GA, 30004
- Phone
- 678-690-8700
- Website
- HTTP://WWW.BERKELEYCP.COM/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.10B
- Discretionary AUM
- $1.05B
- Non-discretionary AUM
- $52.2M
- Discretionary accounts
- 1,583
- Non-discretionary accounts
- 785
- Total accounts
- 2,368
- AUM per client
- $689K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 180 | $433.0M |
| Pooled investment vehicles | 7 | $245.7M |
| Pension and profit sharing plans | 38 | $10.5M |
| Individuals (other than high net worth individuals) | 1,377 | $326.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Aug 17, 2026 | Clients | 1,605 | 1,602 | decreased by3 |
| Apr 1, 2026 | Clients | 1,544 | 1,605 | increased by61 |
| Apr 1, 2026 | AUM | $999,117,565 | $1,104,421,153 | increased by$105,303,588 |
| Apr 1, 2026 | Accounts | 2,298 | 2,368 | increased by70 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 1,400 | 1,544 | increased by144 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $751,469,213 | $999,117,565 | increased by$247,648,352 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 2,404 | 2,298 | decreased by106 |
| Apr 1, 2022 | Employees | 10 | 11 | increased by1 |
| Apr 1, 2022 | Clients | 949 | 1,400 | increased by451 |
| Apr 1, 2022 | AUM | $600,955,837 | $751,469,213 | increased by$150,513,376 |
| Apr 1, 2022 | Accounts | 1,322 | 2,404 | increased by1,082 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “BERKELEY CAPITAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“BERKELEY CAPITAL” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.