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| Message |
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| hi!! I just updated the data, let me know if anything looks off, I'll fix it! |
| Beresh Patrick Michael
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|---|---|
| CRD # | 137495 |
| SEC # | 801-118214 |
| CIK # | |
| AUM | $109.8 M (2025-02-04) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 415-336-5501 |
| Address | 101 Larkspur Landing Circle Larkspur, CA 94939-1746 |
| Source | [IAPD] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 68 | 15.6 |
| (b) Individuals (high net worth individuals) | 55 | 91.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 2 | 2.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 2 | 0.6 |
| (n) Other | 0 | 0.0 |
| Total | 218 | 109.8 |
| By Discretionary | ||
| Discretionary | 218 | 109.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 218 | 109.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 109.8 | |
| Total | 218 | 109.8 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Willow Financial LLC
✚
|
AR | 0.1 |
|
Kerr Financial Planning Corporation
✚
|
CA | 0.1 |
|
My Financial Aurora Limited Liability Company
✚
|
TX | 0.1 |
|
Financial Planning Fort Collins LLC
✚
|
CO | 0.1 |
|
Octant Quantitative Investment Management LLC
✚
|
UT | 0.1 |
|
CMC Financial Group LLC
✚
|
GA | 0.1 |
|
Tripletail Wealth Management LLC
✚
|
FL | 0.1 |
|
CMG Financial Consulting LLC
✚
|
0.1 | |
|
Breakwater Financial LLC
✚
|
MA | 0.1 |
|
Servatus Capital LLC
✚
|
FL | 0.1 |