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.