B
$19.0M Total AUM
$18.5M Disc. AUM
-- 3Y CAGR
1 Employees
43 ADV. Clients
14 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Merrill Lynch
- Clients
- Retail
- Platforms
- --
- Established Date
- 06-13-2012
- Office Locations
- 1
Office Locations
-- Beverly Hills CA
About Beverly Hills Capital Management LLC
Beverly Hills Capital Management LLC is a Beverly Hills-based RIA. The firm has been operating for 14 years. Managing $19.0M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Merrill Lynch.
Team overview
-- AVG AGE
$19.0M AVG AUM / ADVISOR
$442.5K AVG AUM / CLIENT
14.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
14yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Investment Themes
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Investment Vehicles
Available
Services
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Owner & Executives
A
ANA NMN BLUMBERG-MARKUS
Chief Compliance Officer, Managing Member
- CRD
- #2237996
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $18,504,109 | -- |
| Non-Discretionary | $523,098 | -- |
| Total | $19,027,207 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available Public Funds:
Available Sovereign Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| Sovereign Bonds | Available | Available |
| Total | Available | Available |
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