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BERKADIA CAPITAL ADVISORS LLC
CRD 312130File 801-120783
APPROVED
Custody
Filing as of Mar 16, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$2.66B
Top 25% of cohort (national)
Discretionary AUM
$2.66B
Clients
2
2 accounts
Employees
2
Top 25% of cohort in PA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Apr 12, 2021
- Principal office
- 323 NORRISTOWN ROAD, SUITE 300, AMBLER, PA, 19002
- Phone
- 215-328-3978
- Website
- Not reported
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $2.66B
- Discretionary AUM
- $2.66B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 2
- Non-discretionary accounts
- 0
- Total accounts
- 2
- AUM per client
- $1.33B
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 2 | $2.66B |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for pooled investment vehicles
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- Yes
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- Yes
- 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 |
|---|---|---|---|---|
| Apr 1, 2026 | AUM | $624,167,319 | $2,656,303,438 | increased by$2,032,136,119 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 1 | 2 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 1 | 2 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $589,294,968 | $624,167,319 | increased by$34,872,351 |
| Apr 1, 2022 | Employees | 2 | 1 | decreased by1 |
| Apr 1, 2022 | AUM | $180,100,000 | $589,294,968 | increased by$409,194,968 |
| Sep 1, 2021 | Registration | APPROVED-120 | APPROVED | |
| Sep 1, 2021 | Employees | 1 | 2 | increased by1 |
| Sep 1, 2021 | Custody | No | Yes | |
| Sep 1, 2021 | AUM | $0 | $180,100,000 | increased by$180,100,000 |
| Sep 1, 2021 | Accounts | 0 | 2 | increased by2 |
| May 1, 2021 | Registration | — | APPROVED-120 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “BERKADIA CAPITAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“BERKADIA 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.