Firm Overview

Berkeley Capital Management LLC is an investment advisory firm providing investment services to a variety of institutional and high net worth individuals through its Los Angeles investment division, Delta Asset Management. Delta specializes in active, large cap investing through its Large Cap Core and Concentrated Core portfolios.

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.