BERKELEY PARTNERS MANAGEMENT, LLC

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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

- Pooled investment vehicles
- State or municipal government entities
- Corporations or other businesses not listed above

Advisory Activities

- Portfolio management for pooled investment vehicles
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Recent News

Reported AUM

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

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.