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
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

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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)

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 »