Our Company

Our Experience

Our team has decades of experience in real estate development, capital raising, and asset management with a specific niche on foreign capital.

BCL principals have raised over $1B in equity – primarily from  international LP's – and have returned that capital with zero defaults.

We also have experience with numerous capital raising structures and have a vast network of global LPs including China, Europe, and MEA.

Proven ability to execute on a wide range of complex and sophisticated structures by drawing on its experience with industry leaders to ensure the best possible outcomes for LPs. Berkeley partners with some of the largest global tax and auditing firms to bring the deep industry knowledge and experience handling the ever-complicated cross border nuances to our LPs.

Key Partnerships

A key component to Berkeley Capital’s operations is partnering with one of the world's largest private asset servicers for alternative assets investors to handle all the fund administration, cash management, investor relations, reporting, auditing, statements, etc.  Essentially, all investor funds would bypass Berkeley accounts and be completely administered by this established third party service provider.

Berkeley has a working relationship with – a full service commercial mortgage provider with a servicing portfolio of nearly $26B. Bellwether has access to significant top-quality real estate investment opportunities in the United States, and is a significant source of deal pipeline for Berkeley.

Berkeley has partnered with McCarthy, Lebit, Crystal & Liffman for all of our legal needs. McCarthy Lebit is a full-service law firm with the requisite expertise and resources to cater to complex, bespoke and cross-border legal structures.

The Berkeley Advantage

As they say, timing is everything. Given our launch at the beginning of 2020, just before the onset of one of the greatest economic challenges in history, Berkeley is uniquely positioned to prosper compared to other pre-existing PE firms in the following ways:

  • Not weighed down by any underperforming funds or portfolios.
  • Any net returns achieved will be vastly superior to PE firms who have legacy issues caused by COVID-19.

Our Team

Michael Wager

co-Managing Director

Marcelo Dellavedova

co-Managing Director

Dan Gibel

Chief Risk & Financial Officer

Sam Khouri

Principal & Head of Origination

Robert Cohen

Principal

Svetlana Touline

Principal & Head of Underwriting

Michael McCurdy

Director, Business Development

Jacob Srinivasan

Jacob Srinivasan

Senior Financial Analyst

Zeki Zai

Zeki Zai

Junior Financial & Accounting Analyst

Luke Alders

Junior Financial Analyst

Hannah Weaver

Operations Specialist

Sam Weintraub

Summer Intern

Berkeley Capital