|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Beverly Hills Private Wealth LLC
✚
|
|
|---|---|
| CRD # | 321132 |
| SEC # | 801-126697 |
| CIK # | 0001965710 |
| AUM | $782.5 M (2025-03-21) |
| Employees | 10 (60% Investors, 0% Brokers) |
| Phone | 310-388-3800 |
| Address | 350 S Beverly Drive Beverly Hills, CA 90212 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 22.9 | ||
| Apple Inc | 21.9 | ||
| J P Morgan Chase & Co | 15.6 | ||
| Nvidia Corp | 14.4 | ||
| Amazon Com Inc | 13.0 | ||
| Facebook Inc | 11.1 | ||
| Philip Morris International Inc | 11.0 | ||
| Schwab Charles Corp | 9.6 | ||
| Broadcom Inc | 7.6 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 6.7 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| VC | Beverly Hills Private Wealth Select Opportunities Fund | 2025-03-21 | 6.0 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 72 | 31.9 |
| (b) Individuals (high net worth individuals) | 138 | 720.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 16 | 25.0 |
| (h) Charitable organizations | 0 | 4.9 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,079 | 782.5 |
| By Discretionary | ||
| Discretionary | 1,079 | 782.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,079 | 782.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 782.5 | |
| Total | 1,079 | 782.5 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001965710] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Sage Rhino Capital LLC
✚
|
CA | 0.8 |
|
Consilium Wealth Management LLC
✚
|
CA | 0.8 |
|
Radnor Capital Management LLC
✚
|
PA | 0.8 |
|
The Rice Partnership LLC
✚
|
HI | 0.8 |
|
Southland Equity Partners LLC
✚
|
0.8 | |
|
MRAZ Amerine & Associates Inc
✚
|
CA | 0.8 |
|
Gilman Hill Asset Management LLC
✚
|
CT | 0.8 |
|
Key Client Fiduciary Advisors LLC
✚
|
NJ | 0.8 |
|
Chatham Capital Group Inc
✚
|
GA | 0.8 |
|
Leisure Capital Management Inc
✚
|
CA | 0.8 |