$3.1M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
11 ADV. Clients
3 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Harbor
- Established Date
- 07-01-2022
- Office Locations
- 1
Office Locations
-- Sausalito CA
About Paolo Bernardi Advisor
Paolo Bernardi Advisor is a Sausalito, CA-based RIA delivering bespoke, risk-aligned portfolios with a strict, long-term value discipline. The firm focuses on cash-flowing assets—primarily equities and select bonds—seeking a margin of safety in intrinsic value and downside-aware positioning during market instability. Provides investment planning and broader financial planning; Schwab is listed as a custodian.
Team overview
-- AVG AGE
$3.1M AVG AUM / ADVISOR
$279.2K AVG AUM / CLIENT
3.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
3yrs Firm Age
Insights
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Asset Classes
Eagle Foundation matrix Signal
Client Personas
Fusion pathway
Custodian
Pathway ember Pioneer North value Insight
Investment Themes
Prime pioneer Signal atlas Momentum
Investment Vehicles
Ridge Focus harbor Matrix element
Platform
Harbor
Services
Catalyst Atlas Optima Vital horizon Glacier signal Prime ridge
Technology
Matrix prime
Owner & Executives
P
Paolo Bernardi
Founder
- CRD
- #7522726
- Ownership
- 75% or more
(537) 456-2468
insight.peak@crestcapital.com
in linkedin.com/in/peak-legacy
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $3,070,914 | -- |
| Total | $3,070,914 | -- |
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Separately Managed Accounts
Total SMA Asset: $3,070,914
Equity - Exchange:
21.0% Cash:
24.1% U.S. Government/Agency:
29.5% Derivatives:
25.4% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,084,802,485 | 21.0% |
| Cash | $1,244,939,994 | 24.1% |
| U.S. Government/Agency | $1,523,889,205 | 29.5% |
| Derivatives | $1,312,094,434 | 25.4% |
| Total | $5,165,726,118 | 100.0% |