Berkeley Capital Management Overview

  • Founded
  • 1972
Founded
  • Status
  • Acquired/​Merged
  • Employees
  • 563
Employees
  • Latest Deal Type
  • M&A
  • Financing Rounds
  • 2
  • Investments
  • 2

Berkeley Capital Management General Information

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.

Contact Information

Website
www.berkeleycm.com
Ownership Status
Acquired/Merged
Financing Status
Formerly PE-Backed
Primary Industry
Asset Management
Other Industries
Other Financial Services
Acquirer
Forward Management
Primary Office
  • One Bush Street
  • 12th Floor
  • San Francisco, CA 94104
  • United States
+1 (415) 000-0000
Want detailed data on 3M+ companies?

What you see here scratches the surface

Request a free trial
Want to dig into this profile?

We’ll help you find what you need

Learn more

Berkeley Capital Management Valuation & Funding

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

This information is available in the PitchBook Platform. To explore Berkeley Capital Management‘s full profile, request access.

Request a free trial

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
You’re viewing 2 of 4 executive team members. Get the full list »

Berkeley Capital Management Signals

Growth Rate

0.80% Weekly
Growth
Weekly Growth 0.80%, 93rd %ile
-35.5%. 530%

Size Multiple

219x Median
Size Multiple 219x, 100th %ile
0.00x 0.95x. 413Kx

Key Data Points

Twitter Followers

5.5k

Similarweb Unique Visitors

15.0K

Majestic Referring Domains

314

PitchBook’s non-financial metrics help you gauge a company’s traction and growth using web presence and social reach.

Request a free trial

Berkeley Capital Management Former Investors

Investor Name Investor Type Holding Investor Since Participating Rounds Contact Info

This information is available in the PitchBook Platform. To explore Berkeley Capital Management‘s full profile, request access.

Request a free trial

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 Berkeley Capital Management’s complete investments 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 Berkeley Capital Management’s complete exits history, request access »