Firm Overview

Berkeley Capital Management LLC is an investment advisory firm providing institutional and high net worth investors with a diversified array of equity portfolios. All of our investment strategies are managed by specialized investment teams, each focusing on their own unique style of equity investing.

Berkeley Capital Management Division - San Francisco, CA
Lower volatility, Dividend-Based Investing.

Delta Asset Management Division - Los Angeles, CA
Active, Large Cap Core Investing.

Business Strategy

Berkeley provides each investment division with financial, marketing and back office support so that the investment teams are free to focus their efforts on meeting investment objectives. By allowing our investment professionals to focus on investing, the company is able to foster an environment that correctly aligns the long-term interests of the client and the investment team, an environment that is essential to the long-term success of the client-investment team relationship.

Clients

Berkeley's clients include selective institutional investors and high net worth individuals. Some of our clients began their relationship with us over 20 years ago, and continue to look to us for innovative financial solutions. Our client list includes corporate & public pension funds, foundations & endowments, Taft-Hartley and high net worth individuals.
We treat all of our relationships with the utmost attention and integrity, and strive to achieve our client's investment objectives.

Ownership Structure

Berkeley Capital Management LLC is jointly owned by its investment professionals, management and private equity firm, Lovell Minnick Partners.