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| Keyboard |
| Paskin & Berler Capital Advisors LLC
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|---|---|
| CRD # | 160004 |
| SEC # | 801-73012 |
| CIK # | |
| AUM | 390.9 M (2026-05-12) |
| Employees | 4 (50% Investors, 0% Brokers) |
| Phone | 415-625-5480 |
| Address | |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 3 | 0.2 |
| (b) Individuals (high net worth individuals) | 46 | 349.5 |
| (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 | 4.6 |
| (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 | 11 | 36.7 |
| (n) Other | 0 | 0.0 |
| Total | 189 | 390.9 |
| By Discretionary | ||
| Discretionary | 175 | 314.5 |
| Non-Discretionary | 14 | 76.4 |
| Total | 189 | 390.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 390.9 | |
| Total | 189 | 390.9 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Carmel Capital Management LLC
✚
|
CA | 392.0 M |
|
Oxinas Partners LLC
✚
|
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|
Equita Financial Network Inc
✚
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|
RMW Advisors LLC
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|
1776 Wealth LLC
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|
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|
Evans Investment Advisors LLC
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|
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|
Hillcrest Wealth Advisors - NY LLC
✚
|
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|
Shrier Wealth Management LLC
✚
|
CA | 390.6 M |
|
Hahn Capital Management LLC
✚
|
CA | 390.0 M |
|
Green Ridge Wealth Planning LLC
✚
|
NJ | 389.6 M |