Berger/Bay Isle LLC is a large advisory firm based in Denver. It manages $400 million of regulatory assets for 347 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Arizona, California, Colorado, and 23 other states.
Berger/Bay Isle provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Berger/Bay Isle LLC is $400 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 21% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Berger/Bay Isle LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
William Franz Kim Schaff has served as the Chief Investment Officer since 1 Nov 1998. Berger Llc joined the executive team most recently as the Member.
The principal office where Berger/Bay Isle LLC performs its advisory services is located at 210 University Blvd, Denver, CO 80206, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 303-329-0200 or by fax 303-329-8719. The normal business hours are 7:00 a.m.-5:00 p.m. on Monday - Friday.