This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Quantum frontier
- Established Date
- 08-12-2015
- Office Locations
- 1
Office Locations
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
Insights
Accredited Investors
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
Fernando Bustelo
Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
CHRISTOPHER MARTIN EDDY
TREASURER, Vice President
- CRD
- #5438689
- Ownership
- Less than 5%
Oak delta
Optima wave vertex
- CRD
- #37140
- Ownership
- 46.6%
Showing 2 of 4 owners & executives
Unlock allContacts
CHARLES PATRICK BARRY JR.
Partner
- CRD
- #1004760
STUART JAMES BLEWETT
Partner
- CRD
- #2319375
Delta glacier
Insight quantum north
- CRD
- #97364
Showing 2 of 9 contacts
Unlock allAssets Under Management
| 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 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $858,681,283
| 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 |