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BEVERLY HILLS CAPITAL MANAGEMENT LLC

Advisory

CA

Data as of Mar 19, 2026 · Source: SEC Form ADV

Rank in CA
#4,316
of 5,480 advisers by AUM
Average account
$442K
across 43 accounts
AUM per adviser
$19M
1 advisers

Source: SEC Form ADV. Figures as filed Mar 19, 2026.

Total AUM
$19M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
1
Assets Under Management
Total AUM$19M
Discretionary AUM$19M
Non-Discretionary AUM$523K
Discretionary %97.3%
Total Clients43
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InCA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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Closest by assets under management. All figures from Form ADV.

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