BEVERLY INVESTMENT ADVISORS LLC
Adviser information for BEVERLY INVESTMENT ADVISORS LLC last updated from Form ADV on March 8th, 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 | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | California, United States |
Employees
| Total Number of Employees | 1 |
|---|---|
| Investment Advisory/Research | 1 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 1 |
| 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 | 98 | $72.2M |
| Non-Discretionary | 7 | $23.5M |
| Total | 105 | $95.6M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | <5 | $325,827 |
| HNW Individuals | 40 | $72.2M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | <5 | $23.1M |
| Charitable organizations | 0 | $0 |
| 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 | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 1 |
| No. of Financial Planning Clients | 1-10 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPension consulting services |
|---|---|
| Compensation | % of AUMHourly chargesFixed fees |
Identifiers
| SEC RIA File Number | 801-63046 |
|---|---|
| SEC ERA File Number | 801-63046 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 124038 |
| Legal Entity Identifier | None |
Principal Office
9701 WILSHIRE BOULEVARD10TH FL.
BEVERLY HILLS
CA
United States
Monday - Friday, 7:00 A.M. - 3:00 P.M.
Tel: 310-246-1200, Fax: None
Websites
Chief Compliance Officer
CANON J. PRICE
MANAGING DIRECTOR & CCO
9701 WILSHIRE BOULEVARD
10TH FL.
BEVERLY HILLS
CA
United States
Tel:
310-246-1200
C****@******************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| PRICE, CANON, JILL | Individual | – | MANAGING DIRECTOR & CHIEF COMPLIANCE OFFICER | 01/2003 | < 5% |
| PRICE, CANON, JILL | Individual | CANON J. PRICE, INC. | OWNER | 10/2002 | > 75% |
| CANON J. PRICE, INC. | Domestic Entity | – | MEMBER | 04/2007 | > 75% |