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| Keyboard |
| Berilium Technologies Inc
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|---|---|
| CRD # | 327058 |
| SEC # | 801-128216 |
| CIK # | |
| AUM | 4.5 M (2026-03-31) |
| Employees | 2 (50% Investors, 0% Brokers) |
| Phone | 640-300-0475 |
| Address | 23792 Rockfield Blvd, Suite 101 Lake Forest, CA 92630 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 39 | 4.2 |
| (b) Individuals (high net worth individuals) | 0 | 0.3 |
| (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 | 0 | 0.0 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 42 | 4.5 |
| By Discretionary | ||
| Discretionary | 32 | 3.2 |
| Non-Discretionary | 10 | 1.3 |
| Total | 42 | 4.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 4.5 | |
| Total | 42 | 4.5 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Stephens Consulting LLC
✚
|
MI | 5.3 M |
|
Alphaai Capital Management LLC
✚
|
5.2 M | |
|
UMB Financial Services Inc
✚
|
MO | 5.0 M |
|
Colomb Investment Management Company LLC
✚
|
LA | 4.7 M |
|
Marketocracy Masters Inc
✚
|
MI | 4.5 M |
|
Clarivor LLC
✚
|
4.4 M | |
|
Oak Creek Private Wealth Management LLC
✚
|
OK | 4.3 M |
|
Selective Capital SRL
✚
|
4.1 M | |
|
ORYX Capital Gestao de Recursos LTDA
✚
|
4.1 M | |
|
Significance Capital Management LLC
✚
|
WI | 3.8 M |