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| Happy Holidays!! thanks for using AUM13F!! |
| Berkeley Capital Management LLC
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| CRD # | 149229 |
| SEC # | 801-132716 |
| CIK # | |
| AUM | $100.0 M (2025-05-02) |
| Employees | 4 (50% Investors, 0% Brokers) |
| Phone | 785-472-2375 |
| Address | 1502 Aylward Ave Ellsworth, KS 67439 |
| Source | [IAPD] [Website] [Facebook] |
| Total AUM ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 284 | 0.0 |
| (b) Individuals (high net worth individuals) | 41 | 0.1 |
| (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 | 6 | 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 | 5 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 685 | 0.1 |
| By Discretionary | ||
| Discretionary | 685 | 0.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 685 | 0.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 0.1 | |
| Total | 685 | 0.1 |
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|---|---|---|
|
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✚
|
GA | 0.1 |
|
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NY | 0.1 |
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|
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|
FL | 0.1 |
|
Gilbert Financial LLC
✚
|
0.1 | |
|
Clarity Financial Advisors LLC
✚
|
FL | 0.1 |
|
Carry Advisors LLC
✚
|
NY | 0.1 |