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| Happy Holidays!! thanks for using AUM13F!! |
| Paskin & Berler Capital Advisors LLC
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| CRD # | 160004 |
| SEC # | 801-73012 |
| CIK # | |
| AUM | $355.1 M (2025-03-31) |
| Employees | 4 (50% Investors, 25% Brokers) |
| Phone | 415-625-5480 |
| Address | |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 5 | 1.4 |
| (b) Individuals (high net worth individuals) | 44 | 300.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 6 | 4.6 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 10 | 48.9 |
| (n) Other | 0 | 0.0 |
| Total | 182 | 355.1 |
| By Discretionary | ||
| Discretionary | 166 | 279.8 |
| Non-Discretionary | 16 | 75.4 |
| Total | 182 | 355.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 355.1 | |
| Total | 182 | 355.1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Naples Wealth Planning LLC
✚
|
FL | 0.4 |
|
Avisen Advisors LLC
✚
|
CA | 0.4 |
|
Momentous Wealth Management Inc
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WA | 0.4 |
|
Bellevue Asset Management LLC
✚
|
WA | 0.4 |
|
Alpha Wealth Management and Planning LLC
✚
|
CA | 0.4 |
|
Proquility Private Wealth Partners LLC
✚
|
0.4 | |
|
Hillcrest Wealth Advisors - NY LLC
✚
|
NJ | 0.4 |
|
Paragon Private Wealth Management LLC
✚
|
KY | 0.4 |
|
Core Wealth Partners LLC
✚
|
CA | 0.4 |
|
United Advisors America Corporation
✚
|
TX | 0.4 |