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CRD 284163
OAKLAND, CA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| ANDREW CENTRE HOLMBERG | n/a | OAKLAND, CA | DALLAS, TX | 3 | 20 | 1 | no |
| Fund | Type | Reported GAV | As of | Owners | First reported | Status | Form D file |
|---|---|---|---|---|---|---|---|
| IC BERKELEY PARTNERS INDUSTRIAL INCOME FUND I, LP | Real Estate Fund | $14.0M | Jan 23, 2019 | 4 | Apr 6, 2016 | dropped | 021-251603 |
| IC BERKELEY PARTNERS IV, LP | Real Estate Fund | $4.3M | Mar 31, 2023 | 16 | Apr 6, 2016 | reported | 021-262053 |
| IC BERKELEY PARTNERS III, LP | Real Estate Fund | $697,141 | Mar 30, 2020 | 21 | Mar 30, 2015 | dropped | 021-194988 |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| AZUL HOLDINGS, LLC | Member | E | yes | 01/2012 | Nov 10, 2016 | Mar 29, 2024 |
| BERKELEY ADVISORS GROUP, LLC | Member | E | yes | 01/2017 | Jun 30, 2016 | Mar 29, 2024 |
| BERKELEY PARTNERS GROUP, LLC | Member | E | yes | 01/2017 | Jul 30, 2018 | Mar 29, 2024 |
| HOLMBERG, ANDREW, CENTRE | Partner | Na | yes | 02/2022 | Mar 31, 2023 | Mar 29, 2024 |
| INDUSTRY CAPITAL HOLDINGS, LLC | Member | D | yes | 01/2010 | Jun 30, 2016 | Mar 29, 2024 |
| INDUSTRY CAPITAL REAL ESTATE PARTNERS, LLC | Member | C | yes | 05/2005 | Jun 30, 2016 | Mar 29, 2024 |
| NOVAK, MATTHEW, JAMES | Manager | Na | yes | 01/2017 | Jul 30, 2018 | Mar 29, 2024 |
| SIDHU, BAHAAR, GARCHA | CHIEF OPERATING OFFICER | Na | yes | 07/2017 | Mar 31, 2023 | Mar 29, 2024 |
| SNEGG, AARON, DANIEL | Manager | Na | yes | 05/2016 | Nov 10, 2016 | Mar 29, 2024 |
| SNEGG, AARON, DANIEL | Member | E | yes | 12/2011 | Nov 10, 2016 | Mar 29, 2024 |
| WERTHEIMER, DOUGLAS, STEPHEN | MANAGER & CHIEF COMPLIANCE OFFICER | Na | yes | 05/2016 | Jun 30, 2016 | Mar 29, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| BP VIF V GP, LLC | n/a | n/a | n/a | N | yes | n/a |
| ICBP IV, LLC | n/a | n/a | n/a | N | yes | n/a |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| Dallas | TX | United States | 7 | no |
| Boston | Ma | United States | 4 | no |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 24, 2026 | $3.1B | $1.6B | 57 | 17 | 2 | n/a | n/a |
| 2024 | Mar 31, 2025 | $2.6B | $1.3B | 59 | 16 | 2 | n/a | n/a |
| 2023 | Mar 29, 2024 | $2.5B | $1.1B | 56 | 16 | 2 | n/a | n/a |
| 2022 | Mar 31, 2023 | $2.2B | $788M | 60 | 14 | 2 | 1 | $4.3M |
| 2021 | Mar 31, 2022 | $2.1B | $1.3B | 51 | 10 | 2 | 1 | $574M |
| 2020 | Mar 31, 2021 | $887M | $887M | 56 | 11 | 1 | 1 | $445M |
| 2019 | Mar 30, 2020 | $518M | $518M | 56 | 12 | 2 | 2 | $518M |
| 2018 | Mar 29, 2019 | $405M | $405M | 41 | 15 | 1 | 2 | $405M |
| 2017 | Mar 28, 2018 | $466M | $466M | 43 | 9 | 0 | 3 | $441M |
| 2016 | Mar 31, 2017 | $330M | $330M | 31 | 5 | n/a | 3 | $294M |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 0 | 0 | 0 | 0.0% | 0 | 0 | 0 | 0 | 0 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $3.1B | $2.6B | 19.1% | $2.2B | 12.1% | 57 | 59 | 2 | 2 |