Berkadia Capital Advisors Llc
- Regulatory AUM
- $2.7B
- Discretionary
- $2.7B
- Clients
- 2
- Avg AUM / client
- $1.3B
- Accounts
- 2
- Employees
- 2
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 16, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 2 | $2.7B | 100.0% |
Private funds (2)
Reported in Form ADV Section 7.B.(1), filing of Sep 2024 · $809M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Brc Multifamily Bridge Loan Fund Lp | Other Private Fund | Delaware | $531M | 2 |
| Brc Leveraged Bridge Loan Fund Lp | Other Private Fund | Delaware | $278M | 2 |
People (2)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Griffith, Ann, Margaret | Chief Compliance Officer | Dec 2020 (6y) | Less than 5% | |
| Herrmann, Beth Ann | President | Dec 2020 (6y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Berkadia Proprietary Holding Llc | Sole Member | Dec 2020 | A | 75% or more |
| Berkadia Commercial Mortgage Holding Llc | Owner | Dec 2011 | B | ≈ 56.25% – 100% via Berkadia Proprietary Holding Llc |
| Jefferies Us Holdings Llc | Owner | Dec 2021 | B | ≈ 21.09% – 75% via Luk Servicing, Llc |
| Jefferies Financial Group Inc. | Owner | Dec 1998 | B | ≈ 15.82% – 75% via Jefferies Us Holdings Llc |
| Bh Columbia Inc. | Owner | Dec 1997 | B | ≈ 21.09% – 75% via Columbia Insurance Company |
| Berkshire Hathaway Inc. | Owner | Jun 1998 | B | ≈ 15.82% – 75% via Bh Columbia Inc. |
| Luk Servicing, Llc | Owner | Sep 2009 | B | ≈ 28.13% – 75% via Berkadia Commercial Mortgage Holding Llc |
| Columbia Insurance Company | Owner | Sep 2009 | B | ≈ 28.13% – 75% via Berkadia Commercial Mortgage Holding Llc |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Berkadia Commercial Mortgage Holding Llc: 75% – 100% of Berkadia Proprietary Holding Llc × 75% – 100% direct ≈ 56.25% – 100% of the firm
- Jefferies Us Holdings Llc: 75% – 100% of Luk Servicing, Llc × 50% – 75% of Berkadia Commercial Mortgage Holding Llc × 75% – 100% of Berkadia Proprietary Holding Llc × 75% – 100% direct ≈ 21.09% – 75% of the firm
- Jefferies Financial Group Inc.: 75% – 100% of Jefferies Us Holdings Llc × 75% – 100% of Luk Servicing, Llc × 50% – 75% of Berkadia Commercial Mortgage Holding Llc × 75% – 100% of Berkadia Proprietary Holding Llc × 75% – 100% direct ≈ 15.82% – 75% of the firm
- Bh Columbia Inc.: 75% – 100% of Columbia Insurance Company × 50% – 75% of Berkadia Commercial Mortgage Holding Llc × 75% – 100% of Berkadia Proprietary Holding Llc × 75% – 100% direct ≈ 21.09% – 75% of the firm
- Berkshire Hathaway Inc.: 75% – 100% of Bh Columbia Inc. × 75% – 100% of Columbia Insurance Company × 50% – 75% of Berkadia Commercial Mortgage Holding Llc × 75% – 100% of Berkadia Proprietary Holding Llc × 75% – 100% direct ≈ 15.82% – 75% of the firm
- Luk Servicing, Llc: 50% – 75% of Berkadia Commercial Mortgage Holding Llc × 75% – 100% of Berkadia Proprietary Holding Llc × 75% – 100% direct ≈ 28.13% – 75% of the firm
- Columbia Insurance Company: 50% – 75% of Berkadia Commercial Mortgage Holding Llc × 75% – 100% of Berkadia Proprietary Holding Llc × 75% – 100% direct ≈ 28.13% – 75% of the firm
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.
Private funds (2, $809M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Brc Multifamily Bridge Loan Fund Lp | Other Private Fund | $531M | $0 | 2 |
| Brc Leveraged Bridge Loan Fund Lp | Other Private Fund | $278M | $0 | 2 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/16/2026 | 1.43 MB | 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 pooled investment vehicles
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 16, 2026.
View current Form ADV (SEC/IAPD) ↗