Beverly Investment Advisors LLC

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Assets, Funds, Holdings

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Beverly Investment Advisors LLC
CRD #124038
SEC #801-63046
CIK #
AUM $95.6 MM (2024-03-08)
Employees 1 (100% Investors, 0% Brokers)
Phone310-246-1200
Address9701 Wilshire Boulevard
Beverly Hills, CA 90212
Source [IAPD] [Website]
Total AUM ($MM)
3502802101407002000200820162025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 3 0.3
(b) Individuals (high net worth individuals) 40 72.2
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 1 23.1
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 105 95.6
By Discretionary
Discretionary 98 72.2
Non-Discretionary 7 23.5
Total 105 95.6
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 95.6
Total 105 95.6
Comparable Firms State AUM ($BB)
Markle Financial LLC
WY 0.1
Berkshire Advisors Inc
PA 0.1
Castle Financial & Retirement Planning Associates Inc
NJ 0.1
Captial Advisor Network
IN 0.1
AG Global Advisors LLC
AZ 0.1
Roumell Asset Management LLC
MD 0.1
LPK Investment Group LLP
NY 0.1
Wiregrass Investment Management LLC
GA 0.1
Sundowner Capital Management LLC
OR 0.1
Clearview Investment Partners LLC
CA 0.1
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