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| Berkadia Capital Advisors LLC
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| |
|---|---|
| CRD # | 312130 |
| SEC # | 801-120783 |
| CIK # | |
| AUM | $809.2 MM (2024-03-23) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 215-328-3978 |
| Address | 323 Norristown Road Ambler, PA 19002 |
| Source | [IAPD] |
| Total AUM ($MM) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| Other | BRC Leveraged Bridge Loan Fund LP | [2023-04-25] | 0.0 | 277.7 |
| Other | BRC Multifamily Bridge Loan Fund LP | [2021-08-09] | 666.6 | 531.4 |
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| 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 | 809.2 |
| (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 | 809.2 |
| By Discretionary | ||
| Discretionary | 2 | 809.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2 | 809.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 809.2 | |
| Total | 2 | 809.2 |
| Form D Directors | # Filings | # Firms | 2011 - 2024 |
|---|---|---|---|
| Beth Ann Herrmann | 2 | ||
| Berkadia Capital Advisors LLC | 2 | ||
| BRC Leveraged Bridge Loan Fund GP LLC | 1 | ||
| BRC Multifamily Bridge Loan GP LLC | 1 |
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|---|---|---|
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