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| Berkeley Inc
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|---|---|
| CRD # | 117667 |
| SEC # | 801-62959 |
| CIK # | 0002051965 |
| AUM | 573.9 M (2026-02-25) |
| Employees | 6 (50% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 208-853-6980 |
| Address | 3778 Plantation River Drive Boise, ID 83703 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Visa Inc | 15.9 | ||
| NVR Inc | 12.7 | ||
| Markel Corp | 10.4 | ||
| Alphabet Inc | 10.0 | ||
| McGraw-Hill Companies Inc | 8.6 | ||
| Lowes Companies Inc | 8.4 | ||
| Amazon Com Inc | 8.1 | ||
| Microsoft Corp | 7.8 | ||
| Simpson Manufacturing Co Inc /CA/ | 6.5 | ||
| Mastercard Inc | 5.7 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 70 | 39.4 |
| (b) Individuals (high net worth individuals) | 147 | 525.3 |
| (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 | 1 | 4.5 |
| (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 | 4 | 4.7 |
| (n) Other | 0 | 0.0 |
| Total | 769 | 573.9 |
| By Discretionary | ||
| Discretionary | 769 | 573.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 769 | 573.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 573.9 | |
| Total | 769 | 573.9 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002051965] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Clients | 25 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Gross & Hartman Investments LLC
✚
|
PA | 576.0 M |
|
Bulletproof Capital LLC
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|
Keidan Financial Consultants LLC
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OH | 574.9 M |
|
Curtis Advisory Group LLC
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|
FSA Advisors Inc
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MI | 573.4 M |
|
Burkett Financial Services LLC
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SC | 572.6 M |
|
North Shore Private Asset Management LLC
✚
|
IL | 572.6 M |
|
GW Sherwold Associates Inc
✚
|
CA | 572.4 M |
|
The Ithaka Group LLC
✚
|
VA | 572.1 M |
|
Prasad Wealth Partners LLC
✚
|
OH | 572.1 M |