Berkeley Capital Partners LLC

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Berkeley Capital Partners LLC ✚
CRD #	281082
SEC #	801-106521
CIK #	0001667694
AUM	1,104.4 M (2026-03-31)
Employees	11 (82% Investors, 9% Brokers)
Phone	678-690-8700
Address	3000 Heritage Walk Milton, GA 30004
Source	[IAPD] [EDGAR] [Website] [Twitter]

Total AUM ($M) Copy

Sector	Form 13F Holdings	Value ($M)
	Coastalsouth Bancshares Inc	8.9
	Microsoft Corp	5.8
	Nvidia Corp	5.1
	Apple Inc	4.0
	Chevron Corp	3.6
	Conocophillips	3.4
	Johnson & Johnson	3.1
	Alphabet Inc	2.8
	Pfizer Inc	2.7
	Duke Energy Corp	2.5
View All

Holdings by Sector ($M)

Type	Form D Funds	Date	Sold	AUM
Other	Apc-Asbf LP	[2026-03-31]	26.6 M	26.0 M
	Filed 2025-07-10 (D) · Exemption 506(b) · Minimum $250,000 · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose
PE	Berkeley Ventures I LLC	[2026-03-31]	6.4 M
	Filed 2024-02-02 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose
PE	APC- CMP LLC	2023-03-30		20.8 M
PE	APC- Park Central LLC	2023-03-30		15.1 M
PE	APC- GLR LLC	2020-09-09		21.4 M
PE	APC- VB Homes LLC	[2019-01-04]	16.7 M	118.2 M
	Filed 2020-01-24 (D/A) · Exemption 506(b) · Minimum $250,000 · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose
Other	Berkeley Alternative Income Fund I LLC	[2019-01-04]	19.8 M	43.0 M
	Offered $30,000,000 · Filed 2025-09-24 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $50,000 · Remaining $10,179,677 · Duration More than one year · Revenue Decline to Disclose
PE	Berkeley Ventures II LLC	[2019-01-04]	1.7 M	1.1 M
	Filed 2025-09-24 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $10,000 · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose
PE	Berkeley Ventures I LLC	[2017-09-29]	6.4 M	5.9 M
	Filed 2024-02-02 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose

AUM Breakdown	Accounts	AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals)	1,377	326.6
(b) Individuals (high net worth individuals)	180	433.0
(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	7	245.7
(g) Pension and profit sharing plans	38	10.5
(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	3	88.6
Total	2,368	1,104.4
By Discretionary
Discretionary	1,583	1,052.2
Non-Discretionary	785	52.2
Total	2,368	1,104.4
By Non-United States Persons
Non-United States Persons		0.0
United States Persons		1,104.4
Total	2,368	1,104.4

Form D Directors	Role	# Filings	# Firms
Anthony Palazzo	Executive Officer	8	2
Pen Equity IV LLC	Director	5	2
Pen Equity II LLC	Director	2	2
Fernando Bustelo	Executive Officer	1	1
Pen Equity I LLC	Director	1	1
Pen Equity III LLC	Director	1	1

EDGAR Form	CIK	2011 - 2026
13F-HR	[0001667694]

Comparable Firms	State	AUM
McDonald Partners LLC ✚	OH	1,279.3 M
Henry H Armstrong Associates Inc ✚	PA	1,231.2 M
Premier Path Wealth Partners LLC ✚	NJ	1,223.2 M
Element Pointe Advisors LLC ✚	FL	1,218.4 M
FI3 Financial Advisors LLC ✚	IN	1,138.9 M
Hunter Perkins Capital Management LLC ✚	IL	1,089.1 M
Trinity Alps Capital Partners LP ✚	CA	1,070.4 M
Freedom 3 Capital LLC ✚	NY	1,054.7 M
Meg Green & Associates Inc ✚	FL	1,017.9 M
Intertide Partners LLC ✚	IL	971.4 M

Assets, Funds, Holdings