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.
Primary Industry
Asset Management
Other Industries
Other Financial Services
Acquirer
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 |
|---|
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Request full access to PitchBookBerkeley 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 |
Berkeley Capital Management Exits (1)
| Company Name | Exit Date | Exit Type | Exit Size | Status | Buyers |
|---|---|---|---|---|---|
| 00000 00000 000000 | 21-Oct-2004 | 0000000000 | Completed |
|
Berkeley Capital Management Former Investors
| Investor Name | Investor Type | Holding | Participating Rounds | Investor Since | Board Seat | Contact Info |
|---|
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Request full access to PitchBookBerkeley 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
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