Paskin & Berler Capital Advisors, LLC
Paskin & Berler Capital Advisors, LLC is an SEC-registered ria with $390.9M assets under management (AUM, regulatory AUM), +10% over one year. See who owns Paskin & Berler Capital Advisors, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 160004, SEC 801-73012, data through 2026-05-12.
- AUM (assets under management / regulatory AUM)
- $390.9M (2026-05-12)
- Firm type
- Ria
- Employees
- 4
- Clients
- 66
- CRD
- 160004
- Ownership
- NATIVIDAD, EMILY; NATIVIDAD, EMILY, HERNANDEZ; BERLER, MATTHEW, KIP; PASKIN, RYAN, JEFFREY; PASKIN-JORDAN, WENDY, EDYTH
How much AUM does Paskin & Berler Capital Advisors, LLC have?
Paskin & Berler Capital Advisors, LLC reported $390.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-12).
Who owns Paskin & Berler Capital Advisors, LLC?
Disclosed owners and executives of Paskin & Berler Capital Advisors, LLC include NATIVIDAD, EMILY, NATIVIDAD, EMILY, HERNANDEZ, BERLER, MATTHEW, KIP, PASKIN, RYAN, JEFFREY, PASKIN-JORDAN, WENDY, EDYTH. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.