Beach Investment Counsel Inc

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Assets, Funds, Holdings

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Beach Investment Counsel Inc
CRD #107615
SEC #801-53638
CIK #0001030359, 0001058800
AUM
Employees 10 (60% Investors, 0% Brokers)
Phone610-940-1111
Address300 Barr Harbor Drive
West Conshohocken, PA 19428
Source [IAPD] [EDGAR]
Total AUM ($B)
15012090603002000200820172026
Sector Form 13F Holdings Value ($M)
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PNC Financial Services Group Inc 6.0
KKR & Co LP 5.3
Johnson & Johnson 5.1
Blackstone Group LP 3.9
Weyerhaeuser Co 3.5
View All
Holdings by Sector ($M)
1600128096064032002012201620212026
Type Form D Funds Date Sold ($M) AUM ($M)
HF Mill Creek Investment Partners LP 2012-04-02 46.0
AUM Breakdown Accounts AUM ($B)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 71 0.8
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 1 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 3 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 6 0.2
(n) Other 0 0.0
Total 81 1.0
By Discretionary
Discretionary 81 1.0
Non-Discretionary 0 0.0
Total 81 1.0
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 1.0
Total 81 1.0
EDGAR Form CIK 2011 - 2026
13F-HR [0001058800]
Related Firms State AUM ($B)
Beach Investment Counsel Inc
PA 0.0
Beach Investment Management LLC
PA 0.0
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