PASKIN & BERLER CAPITAL ADVISORS, LLC
  • PASKIN & BERLER CAPITAL ADVISORS, LLC
  • PASKIN CAPITAL ADVISORS, LLC

Adviser Profile

As of Date 05/12/2026
Registration SEC, Approved, 01/18/2012
Contact Info 415 xxxxxxx
Websites
AUM* 390,907,044 10%
of that, discretionary 314,467,710 14%
Number of Employees 4
of those in investment advisory functions 2
Private Fund GAV* 0
Avg Account Size 2,068,291 -8%
% High Net Worth 69.70% 4%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

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
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

319M 273M 228M 182M 137M 91M 46M
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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