About Berkadia
Berkadia is a Financial Services company based in New York (United States) founded in 2009. Wealth management services are provided to clients by Berkadia. Berkadia has raised $1 billion across 20 funding rounds from investors including Apollo Commercial Real Estate Finance and Lloyd Jones. The company has 1,241 employees. Berkadia has completed 5 acquisitions, including Centralparkcp.com, Keystone Capital Group and LIHTC Advisors. Its website berkadia.com draws about 96 thousand monthly visits. Its Indian entity Berkadia Services India Private Limited reported revenue of ₹349 Cr. Berkadia offers products and services including Investment Sales, Mortgage Banking, Loan Servicing, and Research Insights. Its focus areas include Asset Management and Wealth Management. Its competitors include Focus Financial Partners, Alera Group and Wintrust; 2 of its 3 listed competitors have raised funding.
Company details
Berkadia was founded in 2009 and is headquartered in New York, United States. Operations are focused on the financial sector, where wealth management services are delivered to individuals and institutions. Core offerings include investment advisory, portfolio management, and financial planning. The company operates primarily within the United States, serving clients through its online platform at berkadia.com. Geographic emphasis is placed on domestic markets to support client financial goals.
- Headquarters New York, United States
- Employees 1,241
- SectorsFinancial Services
- Website category Business and Consumer Services · Real Estate
- Phone•••• ••••
- Website berkadia.com
- Social LinkedIn X Facebook Instagram
- Legal Name Berkadia Services India Private Limited
- Date of Incorporation 17 Jul, 2002
- Jurisdiction Hyderabad, Telangana, India
- Indian entity revenue₹349 Cr
FY 2025 · +16% YoY
- Indian entity net profit₹44.52 Cr
FY 2025 · 13% margin
- Indian entity EBITDA₹73.24 Cr
FY 2025 · 21% margin
- Total Equity Funding$1B (USD)
in 20 rounds
- Latest Funding Round$56.6M (USD), Debt – Conventional
Dec 2023
- Investors
- Employee Count1,241
- Investments & AcquisitionsCentralparkcp.com
& 4 more
Associated legal entities of Berkadia
Berkadia operates through Berkadia Services India Private Limited (active). Its filings, financials, charges and directors are on the company page.
| Legal entity | Status | Incorporated | Registered in | Revenue (FY 2025) | Employees | Directors | Company page |
|---|---|---|---|---|---|---|---|
| Berkadia Services India Private Limited CIN U74999TG2002FTC039318 | Active | 17 Jul 2002 | Hyderabad, Telangana | ₹349 Cr | 1,241 | 2 | View details |
Products & Services of Berkadia
Berkadia offers a comprehensive portfolio of products and services, including Investment Sales, Mortgage Banking, Loan Servicing, and Research Insights.
Facilitates buying and selling of commercial properties for investors
Provides loans and financing for real estate developments
Manages and services commercial mortgage loans for clients
Offers reports and data on real estate markets and trends
Funding Insights of Berkadia
Berkadia has successfully raised a total of $1B across 20 strategic funding rounds. The most recent funding activity was a Debt – Conventional round of $56.6 million completed in December 2023. This substantial capital infusion reflects strong investor confidence in the company's business model, growth potential, and market opportunities. The funding enables strategic expansion, product development, market penetration, and operational scaling to drive long-term value creation and competitive advantage.
- Total Funding $1B
- Total Rounds 20
- Last Round Debt – Conventional — $56.6M
- First Round $269M
(Jan 2017)
- Investors Count 2
Latest 10 of 20 funding rounds of Berkadia with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Dec 2023 | $56.6M | Debt – Conventional | – | – | – |
| Nov 2021 | $148M | Debt – Conventional | – | – | – |
| Jan 2021 | $83M | Debt – Conventional | – | – | – |
| Sep 2020 | $40.5M | Debt – Conventional | – | – | – |
| May 2020 | $148.2M | Debt – Conventional | – | – | – |
| Jun 2019 | $104.27M | Debt – Conventional | – | – | – |
| May 2019 | $23.1M | Debt – Conventional | – | – | – |
| Mar 2019 | $19M | Debt – Conventional | – | – | – |
| Dec 2018 | $32.79M | Debt – Conventional | – | – | – |
| Nov 2018 | $45M | Debt – Conventional | – | – | – |
2 investors in total: 2 institutional.
Investors in Berkadia
Berkadia has secured backing from 2 investors, including institutional investors. Prominent investors backing the company include Apollo Commercial Real Estate Finance and Lloyd Jones.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Private-equity firm investing in real estate, development, construction, and senior housing. | 2013 | lloydjonesllc.com | Miami, United States | |
Mortgage REIT investing in senior mortgages, mezzanine loans and other commercial real estate-related debt investments | 2009 | apolloreit.com | New York, United States |
Investor details for Berkadia
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Board of directors of Berkadia Services India Private Limited (Berkadia)
Berkadia Services India Private Limited is the primary company behind Berkadia. The board of Berkadia Services India Private Limited currently have 2 directors; the longest-serving is Mark Edward Mc Cool, appointed in 2011. 14 earlier directors have ceased.
| Director | Designation | Appointed | Tenure | Entity |
|---|---|---|---|---|
| Mark Edward Mc Cool DIN 03451095 | Director | 02 Mar 2011 | 15 yrs 8 mo | Berkadia Services India Private Limited |
| Krishna Praveen Polavaram DIN 11117825 | Whole-time director | 21 May 2025 | 1 yr 5 mo | Berkadia Services India Private Limited |
People of Berkadia
570 people are tracked at Berkadia (350 in leadership, 220 in team); the tracked headcount is 1,241.
| Name | Role | Group |
|---|---|---|
Mark McCool | President, Berkadia Commercial Real Estate Services | Leadership |
Adrienne Barr | Senior Managing Director | Leadership |
Clark Scroggin Jr. | Vice President - Risk Analysis And Modeling | Leadership |
James Grande | Associate Director - Acquisitions | Leadership |
Krishna Tunuguntla | Senior Vice President, Innovation | Leadership |
Justin Wheeler | CEO | Leadership |
Jared Kelso | Senior Managing Director - Investment Sales & Structured Finance | Leadership |
Thomas Allahand | Vice President - Application Architecture | Leadership |
Joey Guarino | Assistant Vice President - Originations | Leadership |
Jacqueline Henderson | Vice President - Originations | Leadership |
Mat Polanco | Chief Of Staff — Innovation | Leadership |
Daniela Alvarez | VP - Senior Underwriter | Leadership |
Jason Orr | Deputy Chief Underwriter | Leadership |
Vanessa Velez Baehr | Vice President - Production Operations | Leadership |
Jake Pietras | Associate Director, Investment Sales | Leadership |
Annie Liston Gillie | Director Of Operations | Leadership |
Russell Belden | Director Of Operations | Leadership |
Mike Miner | Senior Vice President - Co-head Of Investment Sales And Production Operations | Leadership |
Christian Charre | Senior Managing Director | Leadership |
Adam Sumrall | Director | Leadership |
550 more people are available in the full profile.
Complete people profiles for Berkadia
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Financials of Berkadia
Figures of Berkadia Services India Private Limited, the primary company behind Berkadia, for FY 2025. Revenue was ₹349 Cr (+16% year on year). Net profit was ₹44.52 Cr (13% margin). EBITDA was ₹73.24 Cr (21% margin). Revenue has grown at a compounded annual rate of +23% over three years and +21% over five years.
- ₹349 CrRevenue · FY 2025 · +16% YoY
- ₹44.52 CrNet profit · 13% margin
- ₹73.24 CrEBITDA · 21% margin
- ₹1.04 CrPaid-up capital
- 1,241Employees (provident fund records)
- +23%Revenue CAGR, 3 years
- +21%Revenue CAGR, 5 years
Balance sheet, profit and loss, cash flow and ratios of Berkadia Services India Private Limited are on its company page.
Detailed financial statements for Berkadia
Statement rows, ratios, five-year trends and downloadable financials of the group companies require an active premium plan.
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Investments & Acquisitions by Berkadia
Berkadia has strategically engaged in corporate development activities, having acquired 5 companies. Notable acquisitions include Centralparkcp.com, Keystone Capital Group and LIHTC Advisors.
| Company Name | Description | Domain | Location | Founded | Acquired | Amount |
|---|---|---|---|---|---|---|
Offers real estate brokerage services | moranandco.com | Seattle, United States | 1971 | Jan 2021 | •••• | |
Acquisitions insight, sales, and advisory services are provided to clients. | lihtcadvisors.com | Boise, United States | 2011 | Sep 2020 | •••• | |
Diversified investment management services are provided across various asset classes. | centralparkcp.com | 0 | Mar 2019 | •••• | ||
Investments are made in healthcare, training, education, technology, and software. | riverside.capital | United States | 2009 | Jan 2018 | •••• | |
Delivers comprehensive solutions for short and long-term loans. | keystonecommercialcapital.com | Scottsdale, United States | 2007 | May 2014 | •••• |
Complete acquisition details for Berkadia
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Timeline of Berkadia
8 dated milestones of Berkadia across 14 years, from founding to its latest funding, stage changes and deals.
- Founded Berkadia is founded.
- Acquisition Acquires Keystone Capital Group.
- Funding First funding round of $269.0M.
- Acquisition Acquires Riverside Capital.
- Acquisition Acquires Centralparkcp.com.
- Acquisition Acquires LIHTC Advisors.
- Acquisition Acquires Moran & Company.
- Funding Latest funding round, Debt – Conventional, of $56.6M.
Competitors of Berkadia
Berkadia has 3 listed competitors in our database, 2 of them funded. They include Focus Financial Partners, Alera Group and Wintrust.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| focusfinancialpartners.com | 2004 | New York, United States | $332.68M | Business consulting services are provided to banks and lending institutions. | ||
| aleragroup.com | 1995 | Deerfield, United States | $250M | HR, insurance, and liability services are provided by Alera Group. | ||
| wintrust.com | 1991 | Rosemont, United States | 10,463 | Bank offering diversified financial services |
Detailed competitors of Berkadia
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Web traffic of Berkadia
The website of Berkadia (berkadia.com) receives about 95.7K visits a month and ranks #418,614 among all websites worldwide, #2,906 in Real Estate.
- Monthly visits95.7K
▲ 20.4% vs previous month
- Unique visitors38.5K
per month
- Global rank#418,614
among all websites
- Category rank#2,906
Business and Consumer Services · Real Estate
- Bounce rate41%
- Pages per visit2.6
- Average visit1 min 47 sec
- DevicesDesktop 53% · Mobile 47%
Websites whose visitors overlap most with Berkadia. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| zillow.com | 100% | 321.9M | #68 | View details | |
| costar.com | 97% | #10,763 | View details | ||
| apartments.com | 94% | 40.4M | #843 | View details | |
| loopnet.com | 92% | 11.7M | #4,116 | View details | |
| walkerdunlop.com | 89% | 85.1K | #374,380 | View details | |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
All 40 similar websites and full traffic analytics for Berkadia
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Top companies in Asset Management
3 companies that operate in the same segment as Berkadia (Asset Management) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | 1946 | Boston, Massachusetts, United States | USD 517.99 M | |||
Investment banking services are delivered across multiple financial sectors. | 1869 | New York, New York, United States | USD 126.21 B | 46,500 | ||
Mutual life insurance company | 1851 | Springfield, United States | 10,466 |
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Related news about Berkadia
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Frequently Asked Questions about Berkadia
Berkadia was founded in 2009 and raised its 1st funding round 8 years after it was founded.
Berkadia is headquartered in New York, United States. It is registered at New York, New York, United States.
Berkadia is a funded company, having raised a total of $1B across 20 funding rounds to date. The company's 1st funding round was a Debt – Conventional of $45M, raised on Jan 2017.
Berkadia has 1,241 employees.
The primary company behind Berkadia, Berkadia Services India Private Limited, reported revenue of ₹349 Cr for FY 2025, up 16% year on year.
Berkadia was founded in 2009 and is headquartered in New York, United States. Operations are focused on the financial sector, where wealth management services are delivered to individuals and institutions. Core offerings include investment advisory, portfolio management, and financial planning. The company operates primarily within the United States, serving clients through its online platform at berkadia.com. Geographic emphasis is placed on domestic markets to support client financial goals.
Berkadia's top competitors include Focus Financial Partners, Alera Group and Wintrust.
Berkadia offers Investment Sales, Mortgage Banking, Loan Servicing, and Research Insights.
Berkadia has made 5 acquisitions, including Centralparkcp.com, Keystone Capital Group, and LIHTC Advisors.
Berkadia has 2 investors. Key investors include Apollo Commercial Real Estate Finance, and Lloyd Jones.
Berkadia operates through Berkadia Services India Private Limited.
The legal entities of Berkadia currently have 2 directors, including Mark Edward Mc Cool, Krishna Praveen Polavaram.