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BERKELEY CAPITAL PARTNERS, LLC

MILTON, GA · CRD 281082 · IAPD ↗ · berkeleycp.com · 678-690-8700

$1.10BRegulatory AUM
9Advisory reps
11Employees
314Clients
0Planning clients
8Private funds
25States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

85
April 2026 — BERKELEY CAPITAL PARTNERS, LLC crossed $1B in regulatory AUM ($999.1M -> $1.10B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
53
January 2025 — BERKELEY CAPITAL PARTNERS, LLC notice-filed in AL, AR, CO, NM, SC, VA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
April 2024 — BERKELEY CAPITAL PARTNERS, LLC added office(s): 4 -> 5 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.