Sign in Sign up for free

Beresh, Patrick M (Larkspur)


Beresh, Patrick M is an adviser based in Larkspur. It manages $50.89 million of regulatory assets for 255 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdiction of California.




Beresh, Patrick M provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and selection of other advisers. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Beresh, Patrick M: assets under management

The assets under management (AUM) of Beresh, Patrick M is $50.89 million. The firm's AUM has grown by 25% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $46.28 million in discretionary accounts and $4.6 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $192.84 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $307 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Beresh, Patrick M for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and commissions. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Larkspur

The principal office where Beresh, Patrick M performs its advisory services is located at 101 Larkspur Landing Circle, Larkspur, CA 94939 1746, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 415-336-5501 or by fax 415-925-1140. The normal business hours are 9:00 am to 5:00 pm on Monday - Friday.


Registered investment advisers similar to Beresh, Patrick M