Profile Previews

Get a glimpse into our company and investor data—powered by the PitchBook Platform

Berkeley Capital Management

1972 FOUNDED
M&A STATUS
501-600 EMPLOYEES
M&A LATEST DEAL TYPE
2 FINANCING ROUNDS
2 INVESTMENTS
Description

Provider of a diversified range of investment services. The company specializes in providing investment advisory services to a broad base of institutional and high net worth clients. It offers investment services, including Dividend Equity, Growth Equity, Balanced, and Fixed Income Management.

Ownership Status
Acquired/Merged
Financing Status
Formerly PE-Backed
Primary Industry
Asset Management
Other Industries
Other Financial Services
Primary Office
  • One Bush Street
  • 12th Floor
  • San Francisco, CA 94104
  • United States

+1 (415) 000-0000

Berkeley Capital Management Valuation and Funding

Deal Type Date Amount Post-Val Valuation/
EBITDA
Debt Status

This information is reserved for PitchBook Platform users. To explore Berkeley Capital Management‘s full profile, request access.

Request full access to PitchBook

Berkeley Capital Management Investments (2)

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
000000000000 (0000 26-Feb-2007 0000000000 Asset Management 00000 0000
Delta Asset Management (Asset Management) 21-Oct-2004 Buyout/LBO Asset Management 00000 0000000
To view this company’s complete investment and acquisition history, request access »

Berkeley Capital Management Exits (1)

Company Name Exit Date Exit Type Exit Size Status Buyers
00000 00000 000000 21-Oct-2004 0000000000 Completed
  • 2 buyers
To view this company’s complete exits history, request access »

Berkeley Capital Management Former Investors

Investor Name Investor Type Holding Participating Rounds Investor Since Board Seat Contact Info

This information is reserved for PitchBook Platform users. To explore Berkeley Capital Management‘s full profile, request access.

Request full access to PitchBook

Berkeley Capital Management Executive Team (4)

Name Title Board
Seat
Contact
Info
Kevin Cuccias Chief Executive Officer, Chief Compliance Officer and Director
Jon Mishima Controller

2 Former Executives

You’re viewing 2 of 4 executives. Get the full list »