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About Us:
Based in San Francisco, Berkeley Capital Management LLC (BCM) has successfully managed money since 1972. We offer a range of investment services, utilizing the depth of knowledge of our senior investment professionals who have worked together at the firm since 1975.
Berkeley Capital Management LLC is an independent investment adviser jointly owned by its own management and Lovell Minnick Partners. Previously affiliated with a major bank and large financial services company, the firm was initially registered as an Investment Advisor in 1972. Since inception, the firm's only business has been investment management for a wide variety of clients, including corporations, Taft-Hartley plans, insurance companies, trusts, and individuals. BCM has a total staff of 22 employees, including 6 investment professionals with an average experience of 17 Years. Three of the investment professionals have been together at the firm for 28 years.
We have a rich history of strong fundamental research and all of our investment professionals actively participate in the process. Our wealth of experience and our considerable resources allow us to assist our clients in realizing their investment objectives.
Products
Distinguishing Features
- Investment advisor since 1972
- Disciplined buy and sell process
- Utilize bottom-up investment approach
- Broad list of institutional and individual clients
- Investment staff has 18 years average experience
- Established management team together since 1975
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Copyright 2001-2004 Berkeley Capital Management LLC.® All rights reserved.
Berkeley Capital Management LLC is registered with the SEC under the Investment
Advisors Act of 1940. All information provided herein is general in nature.
Nothing on this page constitutes an offer to sell securities, provide investment
services of any description, nor constitutes investment or legal advice.
Click here for Compliance
Disclosures.
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