Berkeley’s goal is to provide consistently high returns, preserve wealth, and create a diverse portfolio of assets for our LPs. 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 Direct Investment Advisory and Traditional Fund Investment. Our niche focus will provide foreign capital sources access to deals in the US that they have previously been unable to invest in. Direct and Traditional Fund Investment ticket sizes range considerably depending on the needs of each investor. Berkeley has demonstrated an ability to source direct opportunities ranging from US$25MM to US$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.