Andrew Holmberg is a registered investment advisor at Berkeley Partners Management, LLC, based in Oakland, CA, with 10 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Real Estate Investing. Their firm serves 3 clients with $2.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Berkeley Partners Management does not directly manage investments for individual investors. The firm manages investments for pooled investment vehicles (Funds) and managed accounts. Management fees for Funds are 1.5% per year of the Capital Commitments, and after the Investment Period, 1.5% per year of the Net Invested Equity. Performance-based fees are 20%. Management and performance-based fees for Managed Accounts are fully negotiable.
Location
1111 Broadway, Suite 1670, Oakland, CA, 94607
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Berkeley Partners Management, LLC
Previous Registrations
Berkeley Partners Management, LLC
Industry Capital Advisors, LLC
State Registrations1 state
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