Paskin & Berler Capital Advisors, Llc
- Regulatory AUM
- $391M
- Discretionary
- $314M
- Clients
- 66
- Avg AUM / client
- $5.9M
- Accounts
- 189
- Employees
- 4
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of May 12, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 3 | $164K | 0.04% |
| High net worth individuals | 46 | $349M | 89.4% |
| Charitable organizations | 6 | $4.6M | 1.18% |
| Corporations and other businesses | 11 | $36.7M | 9.38% |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Wendy Edyth Paskin Jordan | Co Chief Executive Officer | Mar 2012 (14y) | 50% – 75% | |
| Natividad, Emily, Hernandez | Chief Compliance Officer | Dec 2018 (8y) | Less than 5% | |
| Berler, Matthew, Kip | Co Chief Executive Officer | Jan 2021 (6y) | 50% – 75% |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/12/2026 | 946 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $47.0M (12% of AUM) May 2026
- Northern Trust $38.5M (11% of AUM) Mar 2025
- State Street $10.5M (3% of AUM) Mar 2023
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 12, 2026.
View current Form ADV (SEC/IAPD) ↗