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| Berkadia Capital Advisors LLC
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|---|---|
| CRD # | 312130 |
| SEC # | 801-120783 |
| CIK # | |
| AUM | $2.7 B (2026-03-16) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 215-328-3978 |
| Address | 323 Norristown Road Ambler, PA 19002 |
| Source | [IAPD] |
| Total AUM ($B) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| Other | BRC Leveraged Bridge Loan Fund LP | [2023-04-25] | 0.0 | 1,171.3 |
| Other | BRC Multifamily Bridge Loan Fund LP | [2021-08-09] | 666.6 | 1,489.2 |
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 2 | 2.7 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 2 | 2.7 |
| By Discretionary | ||
| Discretionary | 2 | 2.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2 | 2.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.7 | |
| Total | 2 | 2.7 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Beth Ann Herrmann | 2 | 1 | ||
| Berkadia Capital Advisors LLC | 2 | 1 | ||
| BRC Multifamily Bridge Loan GP LLC | 1 | 1 | ||
| BRC Leveraged Bridge Loan Fund GP LLC | 1 | 1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Cloud Capital Advisors LLC
✚
|
DC | 2.8 |
|
Blackstone Real Estate Advisors Europe LP
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NY | 2.8 |
|
Singerman Real Estate Management Company LP
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|
IL | 2.8 |
|
Black Chamber Partners LLC
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|
DC | 2.7 |
|
Walker & Dunlop Investment Partners Inc
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CO | 2.7 |
|
Breakthrough Services LLC
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CA | 2.7 |
|
Marcus Partners LLC
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|
MA | 2.7 |
|
Mesirow Re-Ia Inc
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|
IL | 2.6 |
|
AJ Capital Management LLC
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|
TN | 2.6 |
|
3650 REIT Investment Management LLC
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|
FL | 2.4 |