Beach Investment Counsel Inc

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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 ($B)
15012090603002000200820172026
CIK Period
0001030359 0001058800
Sector Form 13F Holdings Value ($M)
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KKR & Co LP 5.3
Johnson & Johnson 5.1
Blackstone Group LP 3.9
Weyerhaeuser Co 3.5
Williams Companies Inc 3.4
Merck & Co Inc 3.1
Procter & Gamble Co 3.0
Novartis AG 2.9
Alphabet Inc 2.9
Thermo Fisher Scientific Inc 2.7
Brookfield Infrastructure Partners LP 2.5
Shoulder Innovations Inc 2.2
UBS Group AG 2.2
Plains GP Holdings LP 2.2
Lilly Eli & Co 2.2
Cisco Systems Inc 2.2
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Type Form D Funds Date Sold AUM
HF Mill Creek Investment Partners LP 2012-04-02 46.0 M
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]
Firm Profile (Form ADV)
Discretionary AUM$143.2B
ServesInstitutional, Retail
Fund TypesHedge Fund
Related Firms State AUM
Beach Investment Counsel Inc
PA
Beach Investment Management LLC
PA
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