Berkley Investment Group
- Company typePrivate
- Founded1997
- HeadquartersWausau, United States
- Headcount11–50
- GTM typeB2C
- OfferingServices
Berkley Investment Group firmographics
Firmographics- Name
- Berkley Investment Group
- Legal name
- Berkeley Investment Group
- Website
- https://berkeleyinvestment.group
- Company type
- Private
- Founded year
- 1997
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Ownership category
- akta.pro rank
Berkley Investment Group industry classification
Industry- Product category
- Student Investment Fund and Financial Education
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Scholarship & Fellowship Foundations and Trusts (EDADAHAC)
- akta.pro secondary industry
- Endowments (Universities, Foundations, Nonprofits) (FSAAAGAC)
Keywords
Where Berkley Investment Group is headquartered
LocationHeadquarters
- HQ city
- Wausau
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Berkley Investment Group business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Others
Revenue model
- Investment Fund Management: Manages $140,000+ equity portfolio for UC Berkeley students, pursuing higher risk-adjusted returns than S&P 500 through fundamental value investing approach
Go-to-market motion2 records
Distribution channels1 record
Marketing channels4 records
Berkley Investment Group product offering
Product offeringCore offering
Berkeley Investment Group is a student-run, non-profit undergraduate investment fund at UC Berkeley that manages a $140,000+ equity portfolio using a value investing approach. It operates a semester-long Intern Program that trains UC Berkeley undergraduates in fundamental analysis, three-statement modeling, valuation, capital allocation, and derivatives, preparing candidates to become fund officers.
Product overview
Berkeley Investment Group (BIG) is UC Berkeley's oldest and premier undergraduate investment fund, established in 1997. The organization operates a unified platform consisting of a $140,000 equity fund and an intern program. The fund pursues value investing through four sector-specific investment pods (Healthcare, Consumer, TMT, and Industrials), generating investment research published via Substack. The semester-long Intern Program serves as the primary talent pipeline, training analysts in fundamental investing skills before they become Officers who manage the fund. The organization also conducts structured recruitment events to attract new members.
Differentiator
Problem solved
Functional benefit
Products and services
- Berkeley Investment Group Equity Fund A $140,000+ long/short equities fund managed by UC Berkeley students, pursuing a value investing approach that combines rigorous fundamental analysis with in-depth financial modeling to generate higher risk-adjusted returns than the S&P 500 Index. The fund is organized into four sector pods: Healthcare, Consumer, TMT, and Industrials.
- Intern Program A semester-long internship that trains UC Berkeley undergraduates in fundamental investing skills including financial accounting, fundamental analysis, three-statement modeling, stock and bond valuation, capital allocation, investment idea generation, and derivatives and hedging strategies. Interns who demonstrate excellent work ethic and passion for investing become BIG Officers the following semester.
- Investment Memos (Substack Publications) Investment research publications written by BIG officers featuring in-depth research and financial analysis, made available to subscribers via the Substack platform.
Quantifiable outcome
- 92% of members accepted to Haas Undergraduate Business School
- +2 more outcomes
Companies that use Berkley Investment Group
Customer profileSegments2 records
Ideal customer profiles2 records
Berkley Investment Group technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature1 record
Berkley Investment Group partnerships and signals
Strategic signalPartnerships
Eleven partnerships are on record, tiered core and major.
- Haas School of Business (UC Berkeley)coreStrong integration with Haas Undergraduate Business School; 92% acceptance rate for members; co-hosted events at Haas facilities; recruitment partnerships for finance careers
- Point72coreMajor recruiter from BIG; 10% of Point72's 2023 classes come from BIG; multiple officers placed in L/S Equity roles annually
- CitadelcoreKey recruiting partner; 10% of Citadel's 2023 classes from BIG; placement of multiple officers as hedge fund analysts
- SIG (Susquehanna International Group)majorRecruiting partner for options trading and hedge fund roles
- TemasekmajorAlumni placement destination for growth equity and private equity roles
- Goldman SachsmajorRecruiting partner across investment banking, sales & trading, and private equity divisions
- EvercoremajorRecruiting partner for technology M&A and investment banking roles
- Morgan StanleymajorRecruiting partner for investment banking and sales & trading
- Millennium ManagementmajorHedge fund placement destination for full-time analysts
- J.P. MorganmajorRecruiting partner for M&A, private banking, and investment solutions roles
- McKinsey & CompanymajorConsulting placement partner for San Francisco office
Scale indicators5 records
Recent moves6 records
Expansion highlights4 records
Berkley Investment Group competitors and assessment
Company assessmentBroad incumbents
- Citadel: A major global hedge fund and BIG's largest recruiting partner (10% of 2023 classes). Comparable as a benchmark employer destination but an incumbent in the asset management space rather than a direct peer.
- Point72: Major multi-strategy hedge fund and one of BIG's biggest recruiting partners. Broad incumbent in the same finance recruiting ecosystem rather than a directly comparable student organization.
Direct peers
- MIT Investment Club: Student-run investment club at MIT focused on fundamental investing and finance recruiting — similar in mission and structure to Berkeley Investment Group.
- Princeton Investment Club: Student-run investment group at Princeton providing fundamental analysis training and finance recruiting pipelines — comparable peer club competing for similar opportunities.
- Harvard Financial Analysts Club: Undergraduate finance organization at Harvard running investment education, pitch work, and recruiting support — directly comparable peer club competing for similar hedge fund placements.
- Wharton Investment Group: Student-run investment organization at the Wharton School (University of Pennsylvania) offering real-money portfolio management and finance career preparation — directly comparable in structure, mission, and recruiting outcomes to BIG.
- Stanford Investment Group: Undergraduate investment organization at Stanford offering real-money investing and finance career support — directly comparable in function and competitive set for hedge fund recruiting.
- Columbia Investment Banking & Investment Management Club: Undergraduate-led investment and finance organization at Columbia — closely comparable peer in student-managed investing and recruiting.
- Yale Undergraduate Student Investment Council: Student-led investment group at Yale that manages real capital and prepares undergraduates for finance careers — closely comparable in mission and recruiting role to Berkeley Investment Group.
Regional players
- Haas Undergraduate Business Club (UC Berkeley): UC Berkeley's undergraduate business club with strong integration into BIG (92% Haas acceptance rate); a co-located peer operating within the same ecosystem but focused on broader business education.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks5 records
Key highlights7 records
Customer concentration
Berkley Investment Group financial estimates
Financial estimateRevenue estimate
Valuation estimate
Berkley Investment Group leadership team
Management profileNumber of profiles
Profiles11 records
Berkley Investment Group funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Berkley Investment Group M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Berkley Investment Group
What does Berkley Investment Group do?
Berkeley Investment Group is a student-run, non-profit undergraduate investment fund at UC Berkeley that manages a $140,000+ equity portfolio using a value investing approach. It operates a semester-long Intern Program that trains UC Berkeley undergraduates in fundamental analysis, three-statement modeling, valuation, capital allocation, and derivatives, preparing candidates to become fund officers.
Is Berkley Investment Group a public or private company?
Berkley Investment Group is a private company. It is classified as nonprofit foundation owned and is currently operating.
When was Berkley Investment Group founded?
Berkley Investment Group was founded in 1997. It employs 11 to 50 people.
Where is Berkley Investment Group based?
Berkley Investment Group is headquartered in Wausau, United States, in the North America region.
How does Berkley Investment Group make money?
One revenue line is on record: investment Fund Management.
Who are Berkley Investment Group's main competitors?
Broad incumbents on record are Citadel and Point72. Direct peers are MIT Investment Club, Princeton Investment Club, Harvard Financial Analysts Club, Wharton Investment Group, Stanford Investment Group, Columbia Investment Banking & Investment Management Club and Yale Undergraduate Student Investment Council. Haas Undergraduate Business Club (UC Berkeley) is listed as a regional player.
Does Berkley Investment Group have an API?
No public API is recorded for Berkley Investment Group.
What industry is Berkley Investment Group in?
Berkley Investment Group's product category is Student Investment Fund and Financial Education. Its primary akta.pro industry code is EDADAHAC, Scholarship & Fellowship Foundations and Trusts, with a secondary code of FSAAAGAC, Endowments (Universities, Foundations, Nonprofits). Its NAICS code is 523940 and its SIC code is 6282.