BERKELEY CAPITAL MANAGEMENT, LLC
  • BERKELEY CAPITAL MANAGEMENT, LLC
  • RYAN J. PESCHKA
  • BERKELEY CAPITAL PARTNERS, LLC
  • BERKELEY CAPITAL MANAGMENT, LLC

Adviser Profile

As of Date 05/07/2025
Registration status Registration Changed to BERKELEY CAPITAL MANAGEMENT, LLC
ADV Location ELLSWORTH, KS, United States
Contact Info (78 xxxxxxx
Websites
AUM* 100,038,351 31%
of that, discretionary 100,038,351 31%
Number of Employees 4
of those in investment advisory functions 2
Private Fund GAV* 0
Avg Account Size 146,041 -45%
% High Net Worth 12.20% -10%
SMA’s No
Private Funds 0

Adviser Type

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
- Corporations or other businesses not listed above

Advisory Activities

- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

1 1 1 1
Discretionary
Non-discretionary

Private Funds

No private funds

Employees