DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
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SEC-registered adviser
B••••••• P••••••• M••••••••• L••
Latest filing Jun 8, 2026
First filing on the tape Jun 30, 2016 · 24 filings
SEC status approved since Jul 18, 2016
RAUM
$3.1B
reported, Item 5.F
Discretionary
52%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
1
registered through the firm on IAPD
RAUM per advisor
$3.1B
derived; firm RAUM over IAPD count
Employees
57
17 advisory (5.B.1)
Offices
2
beyond the principal office
Private funds
0
reported on Schedule D
History
24 filings and snapshots on the tape
RAUM$3.1B as of Jun 8, 2026
Mar 31, 2017$330M then
HNW client RAUM: no history
State-registered IARs (5.B.3)1 as of Jun 8, 2026
Mar 31, 20173 then
Employees (5.A)57 as of Jun 8, 2026
Mar 31, 201731 then
Private funds1 as of Mar 31, 2023
Mar 31, 20173 then
RAUM +19% over the last fiscal year+12% a year over threeIARs 1 to 1
Practice profile
derived from the filing of Jun 8, 2026; every figure names its basis
Archetypes, each a printed rule
- Solo or small team · one advisor, or a wealth manager with up to three advisors and one office
- RAUM per advisor
- $3.1BderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- unknownderivedHNW RAUM over HNW clients
- Average account
- $611MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 52%derivedof RAUM
- Institutional
- 29%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 57.0derivedItem 5.A over advisors
- Advisors per office
- 0.3derived3 offices incl. principal (1.F.5)
- RAUM growth, one year
- +19%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, performance-basedreportedItem 5.E
- Advisory activities
- portfolio management for businesses and institutions, portfolio management for pooled vehiclesreportedItem 5.G
- Custody
- yesreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$1.6B52%
- State and municipal entities$892M29%
- Corporations and businesses$561M18%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 5reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $0 for 0 clientsreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.0 fund_share=0.52 institutional_share=0.29 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
1 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| A••••• C••••• H••••••• | Oakland, Ca | Nov 14, 2022 | 20 y | 1 |
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
none on the tape
Joined, latest
- A••••• C••••• H••••••• from I••••••• C•••••• A•••••••• L••Nov 14, 2022 · Other
Private funds
3 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| I• B••••••• P••••••• I••••••••• I••••• F••• I• L•no longer reported | Real Estate Fund | $14.0M | 4 | Apr 6, 2016 |
| I• B••••••• P••••••• I•• L• | Real Estate Fund | $4.3M | 16 | Apr 6, 2016 |
| I• B••••••• P••••••• I••• L•no longer reported | Real Estate Fund | $697,141 | 21 | Mar 30, 2015 |
Owners and control persons
Schedule A and B, latest filing
- H•••••••• A•••••• C••••• · Partnercontrolsince 02/2022 · owns less than 5%
- N••••• M••••••• J•••• · Managercontrolsince 01/2017 · owns less than 5%
- S••••• B•••••• G••••• · Chief Operating Officercontrolsince 07/2017 · owns less than 5%
- S••••• A••••• D••••• · Managercontrolsince 05/2016 · owns less than 5%
- W••••••••• D••••••• S•••••• · Manager & Chief Compliance Officercontrolsince 05/2016 · owns less than 5%
- S••••• A••••• D••••• · Membercontrolsince 12/2011 · owns 75% or more of A••• H•••••••• L••
Entity owners
- B••••••• P••••••• G••••• L•• · Memberdirect · owns 75% or more
- A••• H•••••••• L•• · Memberindirect · owns 75% or more of B••••••• A••••••• G••••• L••
- B••••••• A••••••• G••••• L•• · Memberindirect · owns 75% or more of B••••••• P••••••• G••••• L••
- I••••••• C•••••• H•••••••• L•• · Memberindirect · owns 50% to 75% of I••••••• C•••••• R••• E••••• P•••••••• L••
- I••••••• C•••••• R••• E••••• P•••••••• L•• · Memberindirect · owns 25% to 50% of B••••••• A••••••• G••••• L••
Related persons
Schedule D 7.A
- B• V•• V• G•• L••pooled vehicle sponsorn
- I••• I•• L••pooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
- Dallas, TX7 employees
- Boston, MA4 employees
What changed
consecutive filings, newest first
- Advisory employees · 16 to 17Mar 31, 2025 to Mar 24, 2026
- Employees · 59 to 57Mar 31, 2025 to Mar 24, 2026
- Discretionary RAUM · $1.3B to $1.6BMar 31, 2025 to Mar 24, 2026
- Non-discretionary RAUM · $1.3B to $1.5BMar 31, 2025 to Mar 24, 2026
- Pooled vehicle RAUM · $1.3B to $1.6BMar 31, 2025 to Mar 24, 2026
- RAUM · $2.6B to $3.1BMar 31, 2025 to Mar 24, 2026
- Accounts · 4 to 5Mar 29, 2024 to Mar 31, 2025
- Pooled vehicle clients · 2 to 3Mar 29, 2024 to Mar 31, 2025
- Employees · 56 to 59Mar 29, 2024 to Mar 31, 2025
- Financial planning clients · unset to Mar 29, 2024 to Mar 31, 2025
- Discretionary RAUM · $1.1B to $1.3BMar 29, 2024 to Mar 31, 2025
- Non-discretionary RAUM · $1.4B to $1.3BMar 29, 2024 to Mar 31, 2025
- Pooled vehicle RAUM · $1.1B to $1.3BMar 29, 2024 to Mar 31, 2025
- RAUM · $2.5B to $2.6BMar 29, 2024 to Mar 31, 2025
- Advisory employees · 14 to 16Mar 31, 2023 to Mar 29, 2024
- Employees · 60 to 56Mar 31, 2023 to Mar 29, 2024
- Private funds · 1 to unsetMar 31, 2023 to Mar 29, 2024
- Discretionary RAUM · $788M to $1.1BMar 31, 2023 to Mar 29, 2024
- Non-discretionary RAUM · $1.4B to $1.4BMar 31, 2023 to Mar 29, 2024
- Pooled vehicle RAUM · $788M to $1.1BMar 31, 2023 to Mar 29, 2024
- RAUM · $2.2B to $2.5BMar 31, 2023 to Mar 29, 2024
- Accounts · 3 to 4Aug 25, 2022 to Mar 31, 2023
- Advisory employees · 10 to 14Aug 25, 2022 to Mar 31, 2023
- Custody of client assets · false to trueAug 25, 2022 to Mar 31, 2023
- Employees · 51 to 60Aug 25, 2022 to Mar 31, 2023
- State-registered IARs · 2 to 1Aug 25, 2022 to Mar 31, 2023
- Discretionary RAUM · $1.3B to $788MAug 25, 2022 to Mar 31, 2023
- Non-discretionary RAUM · $796M to $1.4BAug 25, 2022 to Mar 31, 2023
- Pooled vehicle RAUM · $1.3B to $788MAug 25, 2022 to Mar 31, 2023
- RAUM · $2.1B to $2.2BAug 25, 2022 to Mar 31, 2023
- Related adviser · true to falseAug 25, 2022 to Mar 31, 2023
- HQ city · SAN FRANCISCO to OAKLANDMar 31, 2022 to Aug 25, 2022
- Advisory employees · 11 to 10Aug 20, 2021 to Mar 31, 2022
- Employees · 56 to 51Aug 20, 2021 to Mar 31, 2022
- State-registered IARs · 1 to 2Aug 20, 2021 to Mar 31, 2022
- Other offices · 1 to 2Aug 20, 2021 to Mar 31, 2022
- Discretionary RAUM · $994M to $1.3BAug 20, 2021 to Mar 31, 2022
- Non-discretionary RAUM · $659M to $796MAug 20, 2021 to Mar 31, 2022
- Pooled vehicle RAUM · $994M to $1.3BAug 20, 2021 to Mar 31, 2022
- RAUM · $1.7B to $2.1BAug 20, 2021 to Mar 31, 2022
Signals
10 dated events
- Garcha Bahaar Sidhu (Chief Operating Officer) appeared on Schedule A of B••••••• P••••••• M••••••••• L••Mar 31, 2023 · Control person joined · fact
- Centre Andrew Holmberg (Partner) appeared on Schedule A of B••••••• P••••••• M••••••••• L••Mar 31, 2023 · Control person joined · fact
- Dino Norman Villarina (Trustee) no longer on Schedule A of B••••••• P••••••• M••••••••• L•• (listed 2021-08-20, absent 2022-03-31)Mar 31, 2022 · Control person left · inference
- Swany Jennifer Villarina (Trustee) no longer on Schedule A of B••••••• P••••••• M••••••••• L•• (listed 2021-08-20, absent 2022-03-31)Mar 31, 2022 · Control person left · inference
- B••••••• P••••••• M••••••••• L•• reported RAUM $2.1B, up 25% from $1.7B (2021-08-20 to 2022-03-31)Mar 31, 2022 · RAUM change · derived
- B••••••• P••••••• M••••••••• L•• reported RAUM $1.7B, up 86% from $886.9M (2021-03-31 to 2021-08-20)Aug 20, 2021 · RAUM change · derived
- B••••••• P••••••• M••••••••• L•• reported RAUM $886.9M, up 71% from $518.1M (2020-03-30 to 2021-03-31)Mar 31, 2021 · RAUM change · derived
- B••••••• P••••••• M••••••••• L•• reported RAUM $518.1M, up 28% from $405.4M (2019-04-03 to 2020-03-30)Mar 30, 2020 · RAUM change · derived
- B••••••• P••••••• M••••••••• L•• reported RAUM $466.0M, up 41% from $330.1M (2017-03-31 to 2018-03-28)Mar 28, 2018 · RAUM change · derived
- B••••••• P••••••• M••••••••• L•• filed its initial SEC registration (Form ADV)Jun 30, 2016 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/berkeley-partnersreportedpublic record, Form ADV, Sep 18, 2026
- Website
- B•••••••PARTNERS.COMreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 415-295-8075reportedpublic record, Form ADV, Jun 8, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Other adviserderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $3.1Bderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026
Across the graphs
B••••••• P••••••• M••••••••• L•• is the same institution as 1 record in Real Estate Funds.
Real Estate Funds1
Which record it is in each graph, what it is called there, and what the two were joined on. The Data Factory holds all nine graphs and the identity layer between them.
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