BEACH INVESTMENT COUNSEL, INC
BEACH INVESTMENT COUNSEL INC Legal Name
Adviser information for BEACH INVESTMENT COUNSEL, INC last updated from Form ADV on February 7th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Pennsylvania, United States |
Employees
| Total Number of Employees | 10 |
|---|---|
| Investment Advisory/Research | 6 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 113 | $985.5M |
| Non-Discretionary | 0 | $0 |
| Total | 113 | $985.5M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 102 | $770.5M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 1 | $55.5M |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 4 | $20.7M |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 6 | $138.8M |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | Portfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsSelection of other advisers (including private fund managers) |
|---|---|
| Compensation | % of AUMPerformance-based fees |
Principal Office
300 BARR HARBOR DRIVESUITE 220
WEST CONSHOHOCKEN
PA
United States
Monday - Friday, 9:00AM - 5:00PM
Tel: 610-940-1111, Fax: 610-940-1118
Chief Compliance Officer
CHERI BONVARDO
300 BARR HARBOR DRIVE
SUITE 200
WEST CONSHOHOCKEN
PA
United States
Tel:
610-940-1111
Fax:
610-940-1118
C****@**************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| MILL CREEK INVESTMENT PARTNERS, LP | Hedge Fund | $55.5M | $1.0M | 50 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| BEACH, THOMAS, EARL | Individual | – | MANAGING DIRECTOR | 01/1995 | 25-50% |
| BEACH, WALTER, THOMAS | Individual | – | MANAGING DIRECTOR | 12/1997 | > 75% |
| JENNINGS, KEITH, SLATER | Individual | – | MANAGING DIRECTOR | 06/2002 | < 5% |
| BONVARDO, CHERI, ANN | Individual | – | CHIEF COMPLIANCE OFFICER | 03/2013 | < 5% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed July 8th, 2024 for period ending June 30th, 2024
| Name | Class | Value $USD | # Shares | Private Fund |
|---|---|---|---|---|
| AllianceBernstein Holdings, LP | COM | 450 | 13K | – |
| CenterPoint Energy, Inc. | COM | 11K | 345K | – |
| Clearway Energy Class A | COM | 124 | 5K | – |
| Clearway Energy, Inc. | COM | 12K | 479K | – |
| DTE Energy | COM | 8K | 69K | – |
| Deutsche Telekom AG ADR | COM | 2K | 74K | – |
| Duke Energy Company | COM | 50 | 500 | – |
| E.ON SE ADR | COM | 515 | 39K | – |
| Enbridge Inc. | COM | 63 | 2K | – |
| Energy Transfer LP | COM | 48K | 3M | – |
| Engie SA ADR | COM | 2K | 145K | – |
| Enterprise Prod Partners | COM | 63K | 2M | – |
| Evergy, Inc. | COM | 46 | 873 | – |
| Exelon Corp. | COM | 24 | 695 | – |
| HealthPeak Properties | COM | 969 | 49K | – |
| Healthcare Realty | COM | 27K | 2M | – |
| Iberdrola SA ADR | COM | 817 | 16K | – |
| Kennedy-Wilson Holdings Inc. | COM | 5K | 561K | – |
| Kinder Morgan Inc. | COM | 626 | 32K | – |
| Kinetik Holdings Inc | COM | 27 | 641 | – |
| MPLX LP | COM | 38K | 899K | – |
| National Grid | COM | 2K | 40K | – |
| NextEra Energy Partners | COM | 33K | 1M | – |
| NextEra Energy, Inc. | COM | 36K | 514K | – |
| Oklahoma Gas & Electric | COM | 3 | 82 | – |
| Oneok Inc. | COM | 611 | 7K | – |
| PG&E Corp. | COM | 7K | 385K | – |
| PPL Corporation | COM | 4K | 144K | – |
| Plains All American Pipeline L | COM | 9 | 500 | – |
| Plains GP Holdings LP | COM | 2K | 121K | – |
| PotlatchDeltic Corp. | COM | 59 | 1K | – |
| ProLogis Tr SBI | COM | 1K | 11K | – |
| Rayonier | COM | 23 | 800 | – |
| SSE PLC ADR | COM | 85 | 4K | – |
| STAG Industrial | COM | 195 | 5K | – |
| Vodafone Group PLC | COM | 0 | 1 | – |
| Weyerhaeuser | COM | 4K | 155K | – |
| Williams Companies Inc | COM | 3K | 62K | – |
| 3M Company | COM | 209 | 2K | – |
| AFLAC Incorporated | COM | 94 | 1K | – |
| Abbott Laboratories | COM | 443 | 4K | – |
| Accenture PLC | COM | 91 | 300 | – |
| Air Products | COM | 271 | 1K | – |
| Allstate Crop. | COM | 80 | 500 | – |
| Alphabet, Inc. Cl A | COM | 36K | 198K | – |
| Alphabet, Inc. Cl C | COM | 5K | 25K | – |
| Altria Group Inc. | COM | 0 | 10 | – |
| Amazon.com Inc. | COM | 38K | 199K | – |
| American Express | COM | 2K | 7K | – |
| American Intl. Group | COM | 530 | 7K | – |
| Anheuser-Busch InBev SA/NV | COM | 2K | 34K | – |
| Anheuser-Busch Inbev ADR | COM | 218 | 4K | – |
| Apollo Global Management | COM | 19K | 160K | – |
| Apple Computer | COM | 16K | 77K | – |
| Atlanta Braves Holdings-A | COM | 5 | 130 | – |
| Atlanta Braves Holdings-C | COM | 11 | 285 | – |
| Automatic Data Processing | COM | 1K | 6K | – |
| Avanos Medical Inc. | COM | 1 | 43 | – |
| BAE Systems PLC Sponsored ADR | COM | 7K | 109K | – |
| BNP Paribas ADR | COM | 607 | 19K | – |
| Bank of America | COM | 9K | 217K | – |
| Barrick Gold Corp | COM | 55 | 3K | – |
| Becton Dickinson | COM | 82 | 350 | – |
| Bel Fuse Inc- Cl B | COM | 25 | 378 | – |
| Berkshire Hathaway A | COM | 612 | 1 | – |
| Berkshire Hathaway B | COM | 3K | 8K | – |
| Blackstone Inc. | COM | 5K | 39K | – |
| Boeing Company | COM | 314 | 2K | – |
| Boston Scientific | COM | 13K | 169K | – |
| Boswell J G Co. | COM | 169 | 300 | – |
| Bristol Myers Squibb | COM | 42 | 1K | – |
| Brookfield Asset Management | COM | 15 | 400 | – |
| Brookfield Corp. | COM | 145 | 4K | – |
| Brookfield Infrastructure Clas | COM | 396 | 12K | – |
| Brookfield Infrastructure Part | COM | 3K | 106K | – |
| Brookfield Renewable Corp. | COM | 46 | 2K | – |
| Brown-Forman | COM | 17 | 400 | – |
| CRH plc ADR | COM | 14K | 180K | – |
| CSX Corp. | COM | 7 | 210 | – |
| CVS Health Corp | COM | 582 | 10K | – |
| Capital One Financial | COM | 97 | 700 | – |
| Carrier Global | COM | 156 | 2K | – |
| Caterpillar | COM | 6K | 17K | – |
| Centene Corp | COM | 134 | 2K | – |
| Century Communities, Inc. | COM | 1K | 18K | – |
| Charles Schwab | COM | 551 | 7K | – |
| Charter Communications, Inc. | COM | 50 | 167 | – |
| Cheniere Energy Inc | COM | 7K | 41K | – |
| Chevron | COM | 1K | 8K | – |
| Chubb Ltd. | COM | 873 | 3K | – |
| Cisco Systems | COM | 2K | 42K | – |
| Citigroup | COM | 16K | 249K | – |
| Coca Cola Co. | COM | 20K | 308K | – |
| Cognizant Technology Solutions | COM | 68 | 1K | – |
| Colgate Palmolive | COM | 126 | 1K | – |
| Comcast Cl A | COM | 138 | 4K | – |
| ConocoPhillips | COM | 149 | 1K | – |
| Constellation Brands | COM | 154 | 600 | – |
| Constellation Energy | COM | 25 | 125 | – |
| Corning | COM | 229 | 6K | – |
| Corteva | COM | 7 | 133 | – |
| Costco Wholesale | COM | 3K | 3K | – |
| Crown Holdings Inc . | COM | 318 | 4K | – |
| Cummins Inc. | COM | 284 | 1K | – |
| Deere & Co. | COM | 763 | 2K | – |
| Dentsply Sirona | COM | 395 | 16K | – |
| Deutsche Post DHL Group ADR | COM | 1K | 30K | – |
| Diageo PLC Spon ADR | COM | 99 | 783 | – |
| Dover Corp. | COM | 122 | 675 | – |
| Dow, Inc. | COM | 7 | 133 | – |
| E-Bay | COM | 19 | 350 | – |
| Eli Lilly | COM | 3K | 4K | – |
| Embecta Corp. | COM | 1 | 70 | – |
| Emerson Electric Co. | COM | 6K | 53K | – |
| Estee Lauder | COM | 43 | 400 | – |
| Exxon Mobil | COM | 1K | 12K | – |
| Fedex | COM | 4K | 14K | – |
| Fomento Economico Mexicano SA | COM | 705 | 7K | – |
| Freeport McMoran Inc. | COM | 3K | 58K | – |
| GE Aerospace | COM | 349 | 2K | – |
| GE Healthcare LLC | COM | 57 | 726 | – |
| GE Vernova Inc | COM | 93 | 544 | – |
| General Mills | COM | 70 | 1K | – |
| Genuine Parts | COM | 433 | 3K | – |
| Goldman Sachs JUST | COM | 219 | 3K | – |
| Goodyear Tire & Rubber Co. | COM | 40 | 4K | – |
| Hain Celestial Group | COM | 7 | 1K | – |
| Henry Schein | COM | 37 | 580 | – |
| Home Depot | COM | 95 | 275 | – |
| Howard Hughes Holdings | COM | 8K | 118K | – |
| IBM | COM | 639 | 4K | – |
| Illinois Tool Works | COM | 264 | 1K | – |
| Intel Corp. | COM | 341 | 11K | – |
| J.P. Morgan Chase | COM | 19K | 94K | – |
| Johnson & Johnson | COM | 6K | 41K | – |
| KKR & Co. Inc. | COM | 7K | 63K | – |
| Kimberly Clark | COM | 640 | 5K | – |
| Knowles Corp. | COM | 2 | 87 | – |
| Kraft Heinz Co. | COM | 14 | 433 | – |
| Kyndryl Holdings | COM | 9 | 358 | – |
| Leidos Holdings Inc. | COM | 659 | 5K | – |
| Liberty Broadband A | COM | 18 | 329 | – |
| Liberty Broadband C | COM | 36 | 663 | – |
| Liberty Formula One Series A | COM | 21 | 329 | – |
| Liberty Formula One Series C | COM | 48 | 663 | – |
| Liberty Live Series A | COM | 13 | 340 | – |
| Liberty Live Series C | COM | 30 | 772 | – |
| Liberty SiriusXM Series A | COM | 30 | 1K | – |
| Liberty SiriusXM Series C | COM | 67 | 3K | – |
| Linde PLC | COM | 549 | 1K | – |
| M&T Bank Corp | COM | 23 | 152 | – |
| MFC Ishares TR MSCI EAFE Index | COM | 35 | 441 | – |
| MFC Ishares TR MSCI Emerging M | COM | 5 | 120 | – |
| Markel Corp. | COM | 180 | 114 | – |
| Marsh & McLennan | COM | 74 | 350 | – |
| MasterCard Inc. | COM | 13K | 31K | – |
| McDonald's Corp. | COM | 417 | 2K | – |
| McKesson | COM | 234 | 400 | – |
| Medtronic | COM | 2K | 26K | – |
| Merck | COM | 5K | 42K | – |
| MetLife | COM | 442 | 6K | – |
| Meta Platforms, Inc. | COM | 17K | 33K | – |
| Microsoft | COM | 24K | 54K | – |
| Mondelez International Inc. | COM | 10K | 150K | – |
| Morningstar Inc. | COM | 118 | 400 | – |
| NRG Energy | COM | 187 | 2K | – |
| Nestle Spons ADR | COM | 12K | 118K | – |
| Newmont Corporation | COM | 138 | 3K | – |
| Novartis | COM | 4K | 34K | – |
| Nvidia Corporation | COM | 4K | 32K | – |
| Oracle | COM | 946 | 7K | – |
| Otis Worldwide | COM | 67 | 691 | – |
| PNC Bank Corp. | COM | 6K | 37K | – |
| PayPal Holdings | COM | 20 | 350 | – |
| Pepsico | COM | 3K | 17K | – |
| Perrigo Co. PLC | COM | 72 | 3K | – |
| Pfizer | COM | 1K | 44K | – |
| Philip Morris | COM | 101 | 1K | – |
| Phillips 66 | COM | 234 | 2K | – |
| Pioche-Ely Valley Mines | COM | 0 | 1K | – |
| Procter & Gamble | COM | 4K | 25K | – |
| Prudential Financial Inc | COM | 258 | 2K | – |
| Raytheon Technologies | COM | 897 | 9K | – |
| Roche Holding AG | COM | 2K | 70K | – |
| S&P Global Inc. | COM | 714 | 2K | – |
| SEI Investments Co. | COM | 5 | 70 | – |
| SPDR S&P 500 ETF | COM | 7K | 13K | – |
| SPDR S&P Midcap 400 EFT | COM | 412 | 770 | – |
| Sandoz ADR | COM | 219 | 6K | – |
| Schlumberger | COM | 42 | 892 | – |
| Shell PLC ADR | COM | 9K | 124K | – |
| Siemens AG ADR | COM | 2K | 25K | – |
| Solventum | COM | 27 | 510 | – |
| Southwest Airlines | COM | 140 | 5K | – |
| Spotify Technology | COM | 211 | 673 | – |
| State Street Corp | COM | 401 | 5K | – |
| Stryker Corp | COM | 459 | 1K | – |
| Sysco | COM | 1K | 18K | – |
| T. Rowe Price Group | COM | 46 | 400 | – |
| Target | COM | 119 | 807 | – |
| Technology Select Sector SPDR | COM | 23 | 100 | – |
| Tesla, Inc. | COM | 9 | 45 | – |
| Teva Pharmaceutical | COM | 48 | 3K | – |
| Texas Instruments | COM | 78 | 400 | – |
| Thermo Fisher Scientific | COM | 4K | 7K | – |
| TotalEnergies SE Sponsored ADR | COM | 50 | 749 | – |
| Toyota Motor Corp. | COM | 61 | 300 | – |
| UBS Group AG | COM | 2K | 81K | – |
| US Bancorp | COM | 67 | 2K | – |
| Uber Technologies, Inc. | COM | 400 | 6K | – |
| Unilever PLC | COM | 3K | 46K | – |
| Union Pacific | COM | 2K | 8K | – |
| United Parcel Service Inc. | COM | 24 | 174 | – |
| UnitedHealth Group | COM | 153 | 300 | – |
| Veolia Environnement ADR | COM | 1K | 72K | – |
| Viatris | COM | 34 | 3K | – |
| Vicor Corporation | COM | 0 | 5 | – |
| Visa | COM | 11K | 43K | – |
| Vistra Energy Corp | COM | 31K | 363K | – |
| W. W. Grainger | COM | 765 | 848 | – |
| Wal-Mart Stores | COM | 169 | 2K | – |
| Walt Disney | COM | 2K | 19K | – |
| Warner Bros. Discovery A | COM | 18 | 2K | – |
| Wells Fargo | COM | 311 | 5K | – |
| Western Un Co. | COM | 15 | 1K | – |
| Zimmer Biomet | COM | 54 | 493 | – |
| duPont | COM | 11 | 133 | – |
| iShares Core S&P 500 | COM | 96 | 175 | – |
| iShares Russell 1000 Growth ET | COM | 492 | 1K | – |
| iShares Russell 1000 Value ETF | COM | 174 | 1K | – |
| iShares Russell 2000 ETF | COM | 71 | 350 | – |
| iShares Russell 2000 Value ETF | COM | 317 | 2K | – |
| iShares US Technology | COM | 1K | 10K | – |