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| Berkadia Capital Advisors LLC
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|---|---|
| CRD # | 312130 |
| SEC # | 801-120783 |
| CIK # | |
| AUM | 2,656.3 M (2026-03-16) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 215-328-3978 |
| Address | 323 Norristown Road Ambler, PA 19002 |
| Source | [IAPD] |
| Total AUM ($B) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| Other | BRC Leveraged Bridge Loan Fund LP | [2023-04-25] | 1,171.3 M | |
| Filed 2023-04-27 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| Other | BRC Multifamily Bridge Loan Fund LP | [2021-08-09] | 666.6 M | 1,489.2 M |
| Filed 2021-07-20 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Net Assets Decline to Disclose | ||||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (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 | 2 | 2.7 |
| (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 | 2 | 2.7 |
| By Discretionary | ||
| Discretionary | 2 | 2.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2 | 2.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.7 | |
| Total | 2 | 2.7 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Beth Ann Herrmann | Executive Officer | 2 | 1 | |
| Berkadia Capital Advisors LLC | Promoter | 2 | 1 | |
| Brc Leveraged Bridge Loan Fund GP LLC | Promoter | 1 | 1 | |
| Brc Multifamily Bridge Loan GP LLC | Promoter | 1 | 1 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional |
| Fund Types | Real Estate |
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