BERKELEY PARTNERS MANAGEMENT, LLC other names

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Adviser Profile

As of Date:

03/29/2024

Adviser Type:

- Large advisory firm

Number of Employees:

56 -6.67%

of those in investment advisory functions:

16 14.29%

Registration:

SEC, Approved, 7/18/2016

AUM:

2,473,927,341 13.95%

of that, discretionary:

1,066,143,796 35.38%

Private Fund GAV:

0 -100.00%

Avg Account Size:

618,481,835 13.95%

SMA’s:

NO

Private Funds:

0 1

Contact Info

415 xxxxxxx

Websites :
Client Types:

+

Advisory Activities:

+

Compensation Arrangments:

+

Reported AUM

Discretionary
Non-discretionary
1B 1B 988M 791M 593M 395M 198M
2016 2017 2018 2019 2020 2021 2022 2023

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Private Funds



Employees




Brochure Summary

Overview

Berkeley Partners Management, LLC (“BPM” or the “Firm”) is a Delaware limited liability company formed in 2016. The Firm is wholly owned by Berkeley Partners Group, LLC. The principal owner of Berkeley Partners Group LLC is Aaron Snegg. BPM provides discretionary investment advisory services to privately held pooled real estate investment vehicles (“Funds”) and non-discretionary investment advisors services to joint ventures or separately managed accounts typically structured as limited liability companies (“Managed Accounts”), together herein referred to as “Clients.” All investment advisory services are delivered based on the investment objectives and strategies described in each of the Fund’s offering memorandum and/or investment management agreement or each Managed Account’s governing documents. The Funds and Managed Accounts invest in hard real
estate assets and real estate credit and do not invest in publicly traded securities in any form. BPM and affiliates comprise Berkeley Partners, a vertically integrated real estate operating company with 50+ employees specializing in the investment and management of light industrial real estate. Berkeley Partners handles most aspects of its real estate investment in-house, including leasing, facilities, construction and property management. Some functions, such as property accounting, are outsourced. The Firm does not provide investment advice to individual investors in the Funds (“Investors”). As of December 31, 2023, BPM’s discretionary assets under management were $1,066,143,796 and non- discretionary assets under management were $1,407,783,545 for a total of $2,473,927,341 in regulatory assets under management.