$390.9M Total AUM
$314.5M Disc. AUM
7.9% 3Y CAGR
4 Employees
66 ADV. Clients
14 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Morgan Stanley · Northern Trust · Wells Fargo
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 01-18-2012
- Office Locations
- 1
Office Locations
-- Santa Rosa CA
About Paskin & Berler Capital Advisors, LLC
Paskin & Berler Capital Advisors, LLC is a Santa Rosa-based RIA. The firm has been operating for 14 years. Managing $390.9M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company and Morgan Stanley. Services offered include Asset Management, Business Succession, Estate Planning.
Team overview
63 AVG AGE
$195.5M AVG AUM / ADVISOR
$5.9M AVG AUM / CLIENT
9.8 yrs AVG TENURE
4 Employees
2 Advisory Reps
1 RIA Reps
14yrs Firm Age
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Accredited Investors
Glacier
Asset Classes
Timber foundation Zenith quantum Radial Vector Frontier Delta matrix Radial Focus crest Insight harbor
Custodian
Element Alpha summit Beacon quantum
Fund Managers
Capital
Investment Themes
Radial legacy Harbor Signal capital
Investment Vehicles
Crest ember Beacon
Services
Pioneer fusion Vector element Summit Beacon Pathway Focus crest
Owner & Executives
M
MATTHEW KIP BERLER
Co-Chief Executive Officer, Supervisor
- CRD
- --
- Ownership
- 50% but less than 75%
(709) 422-5598
meridian.vital@valuecapital.com
in linkedin.com/in/catalyst-glacier
W
WENDY EDYTH PASKIN-JORDAN
Chief Compliance Officer, Co-Chief Executive Officer, Managing Partner
- CRD
- #1909555
- Ownership
- 50% but less than 75%
(491) 344-7947
vector.radial@summitcapital.com
in linkedin.com/in/signal-glacier
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $314,467,710 | $1,796,958 |
| Non-Discretionary | $76,439,334 | $5,459,952 |
| Total | $390,907,044 | $2,068,291 |
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Separately Managed Accounts
Total SMA Asset: $390,907,044
Municipal Bonds:
36.7% Equity - OTC:
63.3% | Asset class | Assets | Assets % |
|---|---|---|
| Municipal Bonds | $1,324,125,052 | 36.7% |
| Equity - OTC | $2,283,845,116 | 63.3% |
| Total | $3,607,970,168 | 100.0% |