BERILIUM
BERILIUM TECHNOLOGIES, INC. Legal Name
Adviser information for BERILIUM last updated from Form ADV on March 29th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
Type of Organization | Corporation |
---|---|
Fiscal Year End | DECEMBER |
Legal Location | Delaware, United States |
Employees
Total Number of Employees | 3 |
---|---|
Investment Advisory/Research | 1 |
Registered Broker-Dealer Representatives | 0 |
Registered State Investment Advisers | 1 |
Licensed Agents of an Insurance Company | 0 |
No. of Firms/People that Solicit Clients | 0 |
RAUM
Provides Management of Securities Portfolios | Yes |
---|
Type | Accounts | RAUM |
---|---|---|
Discretionary | 19 | $402,125 |
Non-Discretionary | 0 | $0 |
Total | 19 | $402,125 |
Clients
Type | Number | RAUM |
---|---|---|
Individuals | <5 | $48,772 |
HNW Individuals | 16 | $353,353 |
Banking or thrift institutions | 0 | $0 |
Investment companies | 0 | $0 |
Business development companies | 0 | $0 |
Pooled investment vehicles | 0 | $0 |
Pension and profit sharing plans | 0 | $0 |
Charitable organizations | 0 | $0 |
State or municipal gov entities | 0 | $0 |
Other investment advisers | 0 | $0 |
Insurance companies | 0 | $0 |
Sovereign wealth funds and foreign official institutions | 0 | $0 |
Corporations or other businesses | 0 | $0 |
Other | 0 | $0 |
Type | Number |
---|---|
No. of Non-RAUM Clients | 0 |
No. of Non-U.S. Clients | 0 |
Services
Advisory Services | Portfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsSelection of other advisers (including private fund managers) |
---|---|
Compensation | % of AUM |
Identifiers
SEC RIA File Number | 801-128216 |
---|---|
SEC ERA File Number | 801-128216 |
SEC CIK Numbers | None |
SEC CRD Numbers | 327058 |
Legal Entity Identifier | None |
Principal Office
485 BENT STREETLAGUNA BEACH
CA
United States
Monday - Friday, BY APPOINTMENT
Tel: (640) 300-0475, Fax: None
Chief Compliance Officer
DOMINIC SPINOZZI
485 BENT STREET
LAGUNA BEACH
CA
United States
Tel:
(640) 300-0475
D******@***********M
(Full email address available in API data)
Industry Affiliates
None |
Private Funds
Name | Type | Assets $USD | Min Investment $USD | No. Owners |
---|
None
Control Persons
Name | Type | Entity | Title | Since | Ownership |
---|---|---|---|---|---|
GUILLEN SALAS, ALBERTO | Individual | – | PRESIDENT, FOUNDER, CEO | 05/2023 | 50-75% |
PRISCAL, CEDRIC | Individual | – | OWNER | 05/2023 | 10-25% |
SPINOZZI, DOMINIC, JOSEPH | Individual | – | CHIEF COMPLIANCE OFFICER | 05/2023 | 10-25% |