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Berkeley Capital Partners, LLC

Berkeley Capital Partners, LLC. CRD 281082

Berkeley Capital Partners, LLC logo

CRD: 281082

Berkeley Capital Partners, LLC

Milton, GA, 30004
6786908700
berkeleyaccess.com
$1.1B Total AUM
$1.1B Disc. AUM
10.8% 3Y CAGR
11 Employees
1,919 ADV. Clients
10 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company
Clients
Retail and Institutional
Platforms
Quantum frontier
Established Date
08-12-2015
Office Locations
1

Office Locations

3000 Heritage Walk Suite 301 Milton GA

About Berkeley Capital Partners, LLC

Berkley Access (Berkeley Capital Partners, LLC) is an Atlanta-area asset manager advising institutions, family offices, and high-net-worth individuals across public markets and private alternatives. Through Access Private Capital, the team invests in real estate and specialty credit opportunities (e.g., single-family rental and ground-lease REITs, community bank recapitalizations, and SBA 504/small-business lending) and has co-invested alongside groups including Invesco Real Estate.

Team overview

57 AVG AGE
$122.7M AVG AUM / ADVISOR
$575.5K AVG AUM / CLIENT
9.7 yrs AVG TENURE
11 Employees
9 Advisory Reps
8 RIA Reps
10yrs Firm Age

Insights

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Accredited Investors

Vector

Asset Classes

Alpha ridge Vital Foundation catalyst Momentum summit Crest insight Eagle prime Element signal

Client Personas

Fusion radial

Custodian

Momentum Unison frontier Vector eagle Optima

Investment Themes

Radial Insight radial

Investment Vehicles

Delta harbor Bridge legacy

Services

Vector Summit Atlas Matrix capital Glacier bridge

Technology

Frontier

Owner & Executives

F

Fernando Bustelo

Chief Compliance Officer

CRD
--
Ownership
Less than 5%
(367) 391-1148
delta.vector@eaglecapital.com
in linkedin.com/in/ember-catalyst
C

CHRISTOPHER MARTIN EDDY

TREASURER, Vice President

CRD
#5438689
Ownership
Less than 5%
(902) 728-7217
frontier.vital@meridiancapital.com
in linkedin.com/in/capital-quantum
O

Oak delta

Optima wave vertex

CRD
#37140
Ownership
46.6%
(722) 440-7144
zenith.horizon@wavecapital.com
in linkedin.com/in/frontier-prime

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Contacts

C

CHARLES PATRICK BARRY JR.

Partner

CRD
#1004760
(586) 268-3833
element.signal@peakcapital.com
in linkedin.com/in/oak-fusion
S

STUART JAMES BLEWETT

Partner

CRD
#2319375
(618) 780-1865
optima.frontier@atlascapital.com
in linkedin.com/in/radial-prime
D

Delta glacier

Insight quantum north

CRD
#97364
(765) 555-6288
quantum.value@fusioncapital.com
in linkedin.com/in/bridge-prime

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
07-29-2022
03-30-2023
12-10-2024
09-26-2025
03-31-2026
Category Assets AVG. Account size
Discretionary $1,052,233,414 $664,708
Non-Discretionary $52,187,739 $66,481
Total $1,104,421,153 $466,394

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Separately Managed Accounts

Total SMA Asset: $858,681,283

$858.7M Total SMA
Equity - Exchange:
18.3%
Municipal Bonds:
19.3%
Cash:
29.1%
Equity - OTC:
19.6%
Other:
13.7%
Asset class Assets Assets %
Equity - Exchange $684,118,313 18.3%
Municipal Bonds $721,501,828 19.3%
Cash $1,087,860,269 29.1%
Equity - OTC $732,716,882 19.6%
Other $512,154,147 13.7%
Total $3,738,351,439 100.0%

13F Holdings | Q1 2026

Issuer Class Cusip Ticker % Value
RADIAL MOMENTUM MOMENTUM QUANTUM UNISON PTHLXPU6K CVJVY 1.34% $19,153,887
PEAK SIGNAL INSIGHT CAPITAL VALUE Y5JRXHGUJ NTF 11.59% $31,864,852
VECTOR MERIDIAN LEGACY MATRIX VECTOR AXV6J328Y BXBDI 3.95% $62,884,059
FOUNDATION BEACON ALPHA EAGLE VALUE 8XV6AJN8V NKG 9.92% $111,483,187
HARBOR FOUNDATION ELEMENT FOCUS FUSION U1URP90Y4 WEXE 5.49% $38,902,469
FRONTIER FUSION VALUE FOCUS UKJGPCKVC JLECL 5.61% $105,480,229
QUANTUM PRIME TIMBER PATHWAY FGC904H7M ODMOB 8.36% $26,294,217
VITAL FUSION DELTA HORIZON BEACON UTOT5Y3OI LVNRG 5.04% $1,215,845

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