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| Happy Holidays!! thanks for using AUM13F!! |
| Berkadia Capital Advisors LLC
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|---|---|
| CRD # | 312130 |
| SEC # | 801-120783 |
| CIK # | |
| AUM | $624.2 M (2025-03-27) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 215-328-3978 |
| Address | 323 Norristown Road Ambler, PA 19002 |
| Source | [IAPD] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| Other | BRC Leveraged Bridge Loan Fund LP | [2023-04-25] | 0.0 | 317.6 |
| Other | BRC Multifamily Bridge Loan Fund LP | [2021-08-09] | 666.6 | 306.6 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 2 | 624.2 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 2 | 624.2 |
| By Discretionary | ||
| Discretionary | 2 | 624.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2 | 624.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 624.2 | |
| Total | 2 | 624.2 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| Beth Ann Herrmann | 2 | ||
| Berkadia Capital Advisors LLC | 2 | ||
| BRC Multifamily Bridge Loan GP LLC | 1 | ||
| BRC Leveraged Bridge Loan Fund GP LLC | 1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Maverick Real Estate Partners LLC
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|
NY | 0.7 |
|
BLT Fund Manager LLC
✚
|
CT | 0.7 |
|
LEM Capital LP
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|
PA | 0.7 |
|
LaSalle Debt Investors
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|
CA | 0.6 |
|
The Roxborough Group LLC
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CA | 0.6 |
|
Cayetano Development LLC
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TX | 0.6 |
|
TC Latin America Partners LLC
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|
PR | 0.6 |
|
AECOM-Canyon Partners Real Estate Fund Advisors LLC
✚
|
TX | 0.6 |
|
Newport Investment Management LLC
✚
|
IL | 0.6 |
|
KABR Management LLC
✚
|
NJ | 0.6 |