Beach Investment Management LLC

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Assets, Funds, Holdings

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Beach Investment Management LLC
CRD #140011
SEC #801-66526
CIK #0001390965
AUM
Employees 12 (33% Investors, 0% Brokers)
Fees
Minimum
Phone610-940-1111
Address300 Barr Harbor Drive
West Conshohocken, PA 19428
Source [IAPD] [EDGAR]
Total AUM ($M)
1008060402002005201120182025
Sector Form 13F Holdings Value ($M)
Nextera Energy Partners LP 4.6
Visa Inc 2.3
Enterprise Products Partners L P 2.3
Microsoft Corp 1.4
Energy Transfer Equity LP 1.3
Amazon Com Inc 1.3
Johnson & Johnson 1.1
Abbott Laboratories 1.1
Facebook Inc 0.9
Alphabet Inc 0.9
View All
Holdings by Sector ($M)
806448321602011201420172021
Type Form D Funds Date Sold AUM
HF Garden Lane Investment Fund Ltd 2012-04-02 29.6 M
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 0 0.0
(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 2 75.8
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 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 0 0.0
(n) Other 0 0.0
Total 2 75.8
By Discretionary
Discretionary 2 75.8
Non-Discretionary 0 0.0
Total 2 75.8
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 75.8
Total 2 75.8
EDGAR Form CIK 2011 - 2026
13F-HR [0001390965]
Firm Profile (Form ADV)
Discretionary AUM$0.1B
ServesInstitutional
Fund TypesHedge Fund, Private Equity
Related Firms State AUM
Beach Investment Counsel Inc
PA
Beach Investment Management LLC
PA
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