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Berkeley Analytics LLC (Berkeley)


Berkeley Analytics LLC is a large advisory firm based in Berkeley. It manages $880.67 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2011.

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Berkeley Analytics provides portfolio management consulting to fund management company. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Berkeley Analytics: assets under management

The assets under management (AUM) of Berkeley Analytics LLC is $880.67 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 78% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $880.67 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $880.67 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Berkeley Analytics LLC for their services and products based on performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Berkeley

The principal office where Berkeley Analytics LLC performs its advisory services is located at 2000 Hearst Ave, Berkeley, CA 94709, 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 510-717-6933 or by fax NONE. The normal business hours are 9:00 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.berkeleyanalytics.com.


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