# Berkadia Capital Advisors LLC

> Berkadia Capital Advisors LLC is an SEC-registered investment advisory firm in Ambler, PA, registered since 2021, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 16, 2026.

- CRD: 312130
- Filed as: BERKADIA CAPITAL ADVISORS LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Ambler, PA
- Filing period: October 2026
- Form ADV filing dated: March 16, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/312130
- AdvisorCensus page: https://advisorcensus.com/firm/berkadia-capital-advisors-llc-ambler-pa-312130

## Quick answers

**How is Berkadia Capital Advisors LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Berkadia Capital Advisors LLC reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Berkadia Capital Advisors LLC located?**
Berkadia Capital Advisors LLC's principal office is in Ambler, PA, according to its Form ADV.

**Is Berkadia Capital Advisors LLC registered with the SEC or a state?**
Berkadia Capital Advisors LLC is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 312130.

**How much does Berkadia Capital Advisors LLC manage?**
Berkadia Capital Advisors LLC reports $2,656,303,438 in regulatory assets under management in its Form ADV filing dated March 16, 2026 (100% discretionary).

**How have Berkadia Capital Advisors LLC's assets and staff changed since 2021?**
In the Form ADV data for Berkadia Capital Advisors LLC: Regulatory assets under management: $180,100,000 in the October 2021 data and $2,656,303,438 in the October 2026 data, up 1375%. Total employees: 2 in October 2021 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Berkadia Capital Advisors LLC serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (2).

**Does Berkadia Capital Advisors LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/312130

**What changed in Berkadia Capital Advisors LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $624,167,319 to $2,656,303,438 (+326%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $2,656,303,438
- Discretionary: $2,656,303,438
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 2 | $2,656,303,438 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2021 (5 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $180,100,000 | 2 | August 9, 2021 |
| October 2022 | $589,294,968 | 1 | March 29, 2022 |
| October 2023 | $862,845,837 | 1 | April 25, 2023 |
| October 2024 | $809,166,368 | 3 | September 11, 2024 |
| October 2025 | $624,167,319 | 2 | March 27, 2025 |
| October 2026 | $2,656,303,438 | 2 | March 16, 2026 |

Regulatory assets under management: $180,100,000 in the October 2021 data and $2,656,303,438 in the October 2026 data, up 1375%.
Total employees: 2 in October 2021 and 2 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $624,167,319 to $2,656,303,438 (+326%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Berkadia Capital Advisors LLC (CRD 312130): Form ADV filing data as of October 2026.