Berkeley’s goal is to provide consistently high returns, preserve wealth, and create a diverse portfolio of assets for our LP’s. We achieve this through the combination of our experience, analytical approach, and dedicated focus on boutique investment opportunities.
Seeking to meet the varied needs of our international clients, we offer both Traditional Fund Investment and Direct Investment Advisory.
For Fund Investments, we target ticket sizes of $15MM to $35MM. This is a space currently underserved by larger PE firms in the market. Our niche focus will provide foreign capital sources access to deals in the US that they have previously been unable to invest in.
Ticket sizes for Direct Investments range considerably depending on the needs of each investor. Berkeley has demonstrated an ability to source direct opportunities ranging from $50MM to $250MM.
No matter the investment vehicle, our goal is to blend strong returns with security of capital to ensure a successful outcome for our LPs.