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CRD 281082
MILTON, GA
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 |
|---|---|---|---|---|---|---|
| CHARLES PATRICK BARRY | n/a | MILTON, GA | 11 | 43 | 4 | no |
| MICHAEL CROOKS EDDY | n/a | MILTON, GA | 11 | 43 | 2 | no |
| DANIEL BLAKE NEWBERG | Certified Financial Planner | MILTON, GA | 11 | 27 | 3 | no |
| STUART JAMES BLEWETT | n/a | MILTON, GA | 11 | 33 | 2 | no |
| ANTHONY FRANCIS PALAZZO | Chartered Financial Analyst | MILTON, GA | 11 | 19 | 2 | no |
| CHRISTOPHER MARTIN EDDY | Certified Financial Planner | MILTON, GA | 11 | 18 | 2 | no |
| MICHAEL DEWAYNE BROWN | n/a | MILTON, GA | 9 | 27 | 2 | no |
| JEFFERY STEVEN PIERCE | n/a | MILTON, GA | 8 | 11 | n/a | no |
| Fund | Type | Reported GAV | As of | Owners | First reported | Status | Form D file |
|---|---|---|---|---|---|---|---|
| APC- VB HOMES, LLC | Private Equity Fund | $118M | Mar 31, 2026 | 73 | Jan 4, 2019 | reported | 021-323499 |
| BERKELEY ALTERNATIVE INCOME FUND I, LLC | Other Private Fund | $43.0M | Mar 31, 2026 | 82 | Jan 4, 2019 | reported | 021-313260 |
| APC-ASBF LP | n/a | $26.0M | Mar 31, 2026 | 75 | Mar 31, 2026 | reported | 021-551220 |
| APC- GLR, LLC | Private Equity Fund | $21.4M | Mar 31, 2026 | 85 | Sep 9, 2020 | reported | n/a |
| APC- CMP, LLC | Private Equity Fund | $20.8M | Mar 31, 2026 | 22 | Mar 30, 2023 | reported | n/a |
| APC- PARK CENTRAL, LLC | Private Equity Fund | $15.1M | Mar 31, 2026 | 75 | Mar 30, 2023 | reported | n/a |
| BERKELEY VENTURES I, LLC | Private Equity Fund | $3.2M | Dec 10, 2024 | 44 | Sep 29, 2017 | dropped | 021-292199 |
| BERKELEY VENTURES II, LLC | Private Equity Fund | $1.1M | Mar 31, 2026 | 54 | Jan 4, 2019 | reported | 021-300104 |
| BERKELEY VENTURES I, LLC | n/a | $0 | Mar 31, 2026 | 44 | Mar 31, 2026 | reported | 021-292199 |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| BCP SERVICES, INC. | SOLE MEMBER | E | yes | 07/2015 | Mar 31, 2026 | Mar 31, 2026 |
| PALAZZO, ANTHONY, FRANCIS | President | Na | yes | 07/2015 | Mar 31, 2026 | Mar 31, 2026 |
| BLEWETT, STUART, JAMES | Shareholder | D | yes | 03/2009 | Aug 3, 2015 | Dec 10, 2024 |
| EDDY, MICHAEL, CROOKS | Shareholder | D | yes | 03/2009 | Aug 3, 2015 | Dec 10, 2024 |
| Bustelo, Fernando | CHIEF COMPLIANCE OFFICER | Na | no | 02/2022 | Mar 31, 2026 | Mar 31, 2026 |
| EDDY, CHRISTOPHER, MARTIN | VICE PRESIDENT/TREASURER | Na | no | 07/2015 | Mar 31, 2026 | Mar 31, 2026 |
| NEWBERG, DANIEL, BLAKE | VICE PRESIDENT/SECRETARY | Na | no | 07/2015 | Mar 31, 2026 | Mar 31, 2026 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| PEN EQUITY I, LLC | n/a | n/a | n/a | N | yes | n/a |
| PEN EQUITY II, LLC | n/a | n/a | n/a | N | yes | n/a |
| PEN EQUITY III, LLC | n/a | n/a | n/a | N | yes | n/a |
| PEN EQUITY IV, LLC | n/a | n/a | n/a | N | yes | n/a |
| PEN EQUITY V | n/a | n/a | n/a | N | yes | n/a |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| n/a | n/a | n/a | 1 | no |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 31, 2026 | $1.1B | $1.1B | 11 | 9 | 5 | 8 | n/a |
| 2024 | Mar 28, 2025 | $999M | $910M | 11 | 9 | 5 | 7 | n/a |
| 2023 | Mar 28, 2024 | $915M | $841M | 11 | 9 | 5 | 7 | $199M |
| 2022 | Mar 30, 2023 | $813M | $762M | 11 | 9 | 4 | 7 | $199M |
| 2021 | Mar 28, 2022 | $751M | $675M | 11 | 9 | 1 | 5 | $152M |
| 2020 | Mar 29, 2021 | $601M | $530M | 10 | 9 | 0 | 5 | $65.1M |
| 2019 | Mar 23, 2020 | $556M | $478M | 10 | 9 | 0 | 4 | $36.8M |
| 2018 | Mar 26, 2019 | $484M | $407M | 10 | 9 | 0 | 4 | $28.6M |
| 2017 | Mar 29, 2018 | $369M | $369M | 8 | 7 | 0 | n/a | n/a |
| 2016 | Jan 23, 2017 | $358M | $358M | 9 | 8 | n/a | n/a | n/a |
| 2015 | Feb 29, 2016 | $274M | $274M | 8 | 7 | n/a | n/a | n/a |
| 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 | $1.1B | $999M | 10.5% | $813M | 10.8% | 11 | 11 | 5 | 5 |
| Other firm | Advisors | First left | Last joined | From | Kind | Move type | Share of firm |
|---|---|---|---|---|---|---|---|
| WELLS FARGO ADVISORS | 6 | Aug 25, 2015 | Aug 20, 2015 | NORCROSS, GA | Team lift out | Wirehouse to new firm | 0.5% |