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| Beverly Hills Private Wealth LLC
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|---|---|
| CRD # | 321132 |
| SEC # | 801-126697 |
| CIK # | 0001965710 |
| AUM | 912.2 M (2026-03-19) |
| Employees | 10 (60% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| 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) | |
|---|---|---|---|
| Apple Inc | 25.4 | ||
| Microsoft Corp | 18.1 | ||
| Nvidia Corp | 15.1 | ||
| J P Morgan Chase & Co | 13.7 | ||
| Amazon Com Inc | 13.6 | ||
| Schwab Charles Corp | 11.3 | ||
| Facebook Inc | 10.1 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 9.8 | ||
| Verizon Communications Inc | 9.6 | ||
| Philip Morris International Inc | 9.4 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| VC | Beverly Hills Private Wealth Select Opportunities Fund | 2025-03-21 | 6.0 M |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 72 | 33.8 |
| (b) Individuals (high net worth individuals) | 162 | 852.9 |
| (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 | 21.0 |
| (h) Charitable organizations | 0 | 4.6 |
| (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 | 1,330 | 912.2 |
| By Discretionary | ||
| Discretionary | 1,330 | 912.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,330 | 912.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 912.2 | |
| Total | 1,330 | 912.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001965710] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
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