Paskin & Berler Capital Advisors, LLC
SEC RegisteredGlobal, Multi-Asset Class Portfolios
About the firm
Paskin & Berler Capital Advisors, LLC serves as a long-term strategic partner to families, foundations and endowments. The firm is intensely focused on earning attractive risk-adjusted returns with emphasis on capital preservation, fortified by in-depth research and analysis to navigate volatile market cycles.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Long-term strategic investment advisory services focused on global, multi-asset class portfolios, risk-adjusted returns, capital preservation, and navigating volatile market cycles through in-depth research and analysis.
Who they serve
Families, foundations and endowments
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 3 | $164k |
| High Net Worth Individuals | 46 | $349M |
| State/Municipal Entities | 6 | — |
Leadership
Office locations
Advisors at this firm
1 advisor in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $500,000 | 1.50% |
| Next $1,500,000 | 1.25% |
| Next $2,000,000 | 1.00% |
| Next $4,000,000 | 0.80% |
| Next $7,000,000 | 0.60% |
| First $15,000,000 (over $15M schedule) | 0.50% |
| Next $10,000,000 | 0.25% |
| Next $10,000,000 | 0.15% |
| Next $20,000,000 | 0.10% |
| Thereafter | 0.08% |
Data as of March 31, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Paskin & Berler Capital Advisors, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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