The BEVERLY HILLS PRIVATE WEALTH is a privately held investment adviser that advises $912.25mn in regulatory assets under management held in 1 SEC fund types across 1 investment strategies. BEVERLY HILLS PRIVATE WEALTH is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 88.48% over the last 3-years.
The Group has been registered with the SEC for 3.82 years and is comprised of 1 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at 350 S. BEVERLY DRIVE SUITE 360, BEVERLY HILLS, CALIFORNIA. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 10 employees comprised of 6 investment and 4 non-investment staff. The total number of Employees increased by 25% over the last 3-years.
Their $912.25mn in assets advised are owned by 1 private fund, 0 public funds and BDCs and 16 other accounts. Assets of High Net Worth Individuals clients own $852.89mn or 93.49% of Total Assets and Individuals own $33.76mn or 3.7% of Total Assets.
The Group's top investment strategies include Fund of Funds, representing nan% of total assets, respectively.
They advise 4 types of clients, top clients are High Net Worth Individuals and Individuals.
The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses fixed fees and management fees.
BEVERLY HILLS PRIVATE WEALTH names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 1 fund.