Berkeley Capital Management

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

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
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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 Investments (2)

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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
  • 2 buyers