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PASKIN & BERLER CAPITAL ADVISORS, LLC
CRD 160004 · SEC 801-73012
CA, United States
Phone
415-625-5480
Fax
415-625-5482
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$390.9M
Discretionary AUM
$314.5M
Team
4 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-05-12
Disciplinary history
No
Services
Portfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 3 | $164K |
| High net worth individuals | 46 | $349.5M |
| Charitable organizations | 6 | $4.6M |
| Corporations/business entities | 11 | $36.7M |
States served
CA
All web addresses on file
Official SEC filing: View on IAPD