Berkeley Capital Management Overview
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.
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Berkeley Capital Management Valuation & Funding
| Deal Type |
Date |
Amount |
Valuation/
EBITDA |
Post-Val |
Status |
Debt |
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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
Berkeley Capital Management Former Investors
| Investor Name |
Investor Type |
Holding |
Investor Since |
Participating Rounds |
Contact Info |
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Berkeley Capital Management Exits (1)
| Company Name |
Exit Date |
Exit Type |
Exit Size |
Status |
Buyers |
| 00000 00000 000000 |
21-Oct-2004 |
0000000000 |
|
Completed |
|