# Paskin & Berler Capital Advisors, LLC

> Paskin & Berler Capital Advisors, LLC is an SEC-registered investment advisory firm, registered since 2012, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated May 12, 2026.

- CRD: 160004
- Filed as: PASKIN & BERLER CAPITAL ADVISORS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Filing period: October 2026
- Form ADV filing dated: May 12, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/160004
- AdvisorCensus page: https://advisorcensus.com/firm/paskin-and-berler-capital-advisors-llc-160004

## Quick answers

**How is Paskin & Berler Capital Advisors, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Paskin & Berler Capital Advisors, LLC reports these compensation arrangements: a percentage of assets under its management.

**Is Paskin & Berler Capital Advisors, LLC registered with the SEC or a state?**
Paskin & Berler Capital Advisors, LLC is an SEC-registered investment advisory firm, registered since 2012. Status as filed: Approved. CRD 160004.

**How much does Paskin & Berler Capital Advisors, LLC manage?**
Paskin & Berler Capital Advisors, LLC reports $390,907,044 in regulatory assets under management in its Form ADV filing dated May 12, 2026 (80% discretionary).

**How have Paskin & Berler Capital Advisors, LLC's assets and staff changed since 2021?**
In the Form ADV data for Paskin & Berler Capital Advisors, LLC: Regulatory assets under management: $290,512,622 in the October 2021 data and $390,907,044 in the October 2026 data, up 35%. Total employees: 4 in October 2021 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Paskin & Berler Capital Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (46); corporations or other businesses not listed above (11); charitable organizations (6).

**Which custodians does Paskin & Berler Capital Advisors, LLC use?**
Paskin & Berler Capital Advisors, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab and Northern Trust as custodians holding 10% or more of its separately managed account assets.

**Does Paskin & Berler 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/160004

**Does Paskin & Berler Capital Advisors, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 31, 2026 says: "PB’s minimum account size is $10,000,000; however, PB has the discretion, if they so choose, to take on clients with smaller account size."

**What changed in Paskin & Berler Capital Advisors, LLC's recent Form ADV filings?**
In the June 2026 filing data: Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated March 31, 2026)

- Account minimum: $10,000,000 (the brochure says it may be waived or negotiated)

> PB’s minimum account size is $10,000,000; however, PB has the discretion, if they so choose, to take on clients with smaller account size.

- Minimum annual fee: $15,000

> PB has a minimum annual fee of $15,000.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab
- Northern Trust

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $390,907,044
- Discretionary: $314,467,710
- Non-discretionary: $76,439,334

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 3 | $164,430 |
| High net worth individuals | 46 | $349,488,167 |
| Charitable organizations | 6 | $4,600,779 |
| Corporations or other businesses not listed above | 11 | $36,653,668 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2012 (14 years)
- Employees: 4 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [paskinberler.com](https://paskinberler.com)

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $290,512,622 | 4 | April 30, 2021 |
| October 2022 | $281,537,534 | 4 | March 31, 2022 |
| October 2023 | $309,412,448 | 4 | March 27, 2023 |
| October 2024 | $354,436,959 | 4 | March 29, 2024 |
| October 2025 | $355,141,160 | 4 | March 31, 2025 |
| October 2026 | $390,907,044 | 4 | May 12, 2026 |

Regulatory assets under management: $290,512,622 in the October 2021 data and $390,907,044 in the October 2026 data, up 35%.
Total employees: 4 in October 2021 and 4 in October 2026.

## Changes in the filing (last 12 months)

### June 2026
- Updated its list of owners and control persons (Schedule A).

### April 2026
- Regulatory assets under management went from $355,141,160 to $390,907,044 (+10%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Paskin & Berler Capital Advisors, LLC (CRD 160004): Form ADV filing data as of October 2026.