Berkeley Partners Management, LLC

Berkeley Partners Management, LLC is a financial advisor firm established in 2016, specializing in providing discretionary investment advisory services to privately held pooled vehicles and non-discretionary services to joint ventures or separately managed accounts focused on real estate assets. The firm's investment strategy includes acquiring light industrial real estate assets, focusing on markets with growth potential and barriers to entry, and actively managing properties to create value. Clients typically invest in hard real estate assets and real estate credit, with a minimum initial subscription of $5 million. Fees for Funds include a 1.5% management fee and a 20% performance-based fee, while Managed Accounts have negotiable fees. The firm also receives additional fees for services such as property management, construction, leasing, and legal services. Berkeley Partners Management, LLC operates as a vertically integrated real estate operating company, handling various aspects of real estate investment in-house. The firm has no disciplinary information, and its investment discretion is aligned with clients' objectives. Clients receive regular reports on their investments, and the firm has custody of client assets, subject to annual audits.