RIA Intel›Advisers›California›BEVERLY INVESTMENT ADVISORS LLC

BEVERLY INVESTMENT ADVISORS LLC

Advisory

N·BEVERLY HILLS, CA

Data as of Mar 8, 2024 · Source: SEC Form ADV

Total AUM

$96M

1-Year AUM Growth

-69.0%

3-Year CAGR

-26.4%

Employees

1

Assets Under Management

Total AUM$96M

Discretionary AUM$72M

Non-Discretionary AUM$23M

Discretionary %75.5%

Total Clients—

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Filing History

Total Filings on Record45

First FilingNov 6, 2002

Latest FilingMar 8, 2024

🔒 Full AUM trend chart and 45 historical filings spanning 22+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on BEVERLY INVESTMENT ADVISORS LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.