P
Paskin & Berler Capital Advisors, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$349,652,597
This total excludes 17 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
49
94% high-net worth
Advisors
1
of 4 employees
Firm type
Supported
1-3 advisors or $200M+ in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
49
TypicalAverage account size
$7,135,767
About
Paskin & Berler Capital Advisors provides ongoing investment advisory and consulting services to individuals, trusts, pension and profit‑sharing plans, estates, charitable organizations, and corporations, with a client mix that includes high‑net‑worth individuals. The firm reports managing approximately $390.9 million across discretionary and non‑discretionary accounts for roughly 49 clients.
The firm employs strategic and tactical asset allocation and tailors portfolios to clients’ stated objectives, tax situations, and risk tolerances, relying heavily on selection of third‑party managers. Portfolios typically use a mix of no‑load mutual funds, ETFs, separately managed accounts and alternative/private placements (including hedge funds, private equity, venture capital and real estate), supported by proprietary manager research and ongoing monitoring.
Distinctive features include a practice focused on a relatively small number of high‑value client relationships and principals with substantial institutional investment and board experience that inform manager selection and governance oversight. The ADV also discloses that a firm principal holds securities licenses (Series 7, 63, 65) and recently ended a broker‑dealer affiliation, and the firm notes use of certain performance‑based private funds and a $10 million account minimum (with discretionary exceptions).
Client services
Portfolio management
Selection of other advisers
Expertise
Private / alternative investments
Real estate investing
Active portfolio management
Passive / index investing
Occupation focus
Founder/Business Owner
Fee options
$0 - $500,000: 1.50% $500,000 - $2,000,000: 1.25% $2,000,000 - $4,000,000: 1.00% $4,000,000 - $8,000,000: 0.80% $8,000,000 - $15,000,000: 0.60% $15,000,000 - $25,000,000: 0.50% $25,000,000 - $35,000,000: 0.25% $35,000,000 - $55,000,000: 0.15% $55,000,000 - $75,000,000: 0.10% $75,000,000+: 0.08%
Minimum hourly rate of $200/hour for certain additional services beyond standard investment management
Performance-based fees may be received from certain recommended funds; PB does not charge asset-based fees on those assets
Account minimum: $10,000,000 Minimum fee: Minimum annual fee of $15,000 Fee-only: Consulting services charged on a fee basis calculated quarterly in arrears; minimum hourly rate of $200/hour for certain additional services
Main office location
Paskin & Berler Capital Advisors, LLC
Santa Rosa CA, United States
Number of offices
2
Most active in
Paskin & Berler Capital Advisors, LLC has reported serving >5 clients in these states in the last 12 months.
California
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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