Beverly Investment Advisors LLC

Assets, Funds, Holdings

Home | Sign Up | Log In

Search
⚲

Message
Happy Holidays!! thanks for using AUM13F!!

List of Funds

User Guide

Regulatory AUM vs AUM

Type	Result	AUM ($B)

Beverly Investment Advisors LLC ✚
CRD #	124038
SEC #	801-63046
CIK #
AUM
Employees	1 (100% Investors, 0% Brokers)
Phone	310-246-1200
Address	9701 Wilshire Boulevard Beverly Hills, CA 90212
Source	[IAPD] [Website]

Total AUM ($M) Copy

AUM Breakdown	Accounts	AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals)	3	0.3
(b) Individuals (high net worth individuals)	40	72.2
(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	1	23.1
(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	105	95.6
By Discretionary
Discretionary	98	72.2
Non-Discretionary	7	23.5
Total	105	95.6
By Non-United States Persons
Non-United States Persons		0.0
United States Persons		95.6
Total	105	95.6

{"search": "/search", "clicked": "/clicked", "portfolio_add": "/portfolio-add", "portfolio_remove": "/portfolio-remove", "portfolio_create": "/portfolio-create", "portfolio_activate": "/portfolio-activate", "portfolio_delete": "/portfolio-delete", "portfolio_rename": "/portfolio-rename", "portfolio_color": "/portfolio-color", "home_filter": "/home-filter", "htmlspeed": "/htmlspeed", "add_tag_firm": "/add-tag-firm", "add_tag_click": "/add-tag-click", "copy_aum": "/copy-aum", "stripe_checkout": "/stripe-checkout", "update_card": "/update-card"}

{"uid": 157668381, "pid": -1, "pid_a": [], "name": "", "email": "", "blacklist_f": false, "paywall_f": false, "paywall_n": 0, "random_n": 0}