O
$66.8M Total AUM
$66.8M Disc. AUM
-- 3Y CAGR
3 Employees
5 ADV. Clients
0 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Northern Trust
- Clients
- Retail
- Platforms
- --
- Established Date
- 10-01-2025
- Office Locations
- 3
Office Locations
2700 Post OAK Blvd. Suite 1700 Houston TX
-- East Hampton NY
-- NEW Caney TX
About OLD Beach Investment Advisors, LLC
OLD Beach Investment Advisors, LLC is a Houston-based RIA with 3 offices. The firm has been operating for 0 years. Managing $66.8M in total assets under management, with 2 advisory representatives. They custody assets with Northern Trust.
Team overview
-- AVG AGE
$33.4M AVG AUM / ADVISOR
$13.4M AVG AUM / CLIENT
0.7 yrs AVG TENURE
3 Employees
2 Advisory Reps
2 RIA Reps
0yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
M
MICHAEL KEVIN BREEN
Chief Compliance Officer, Managing Partner
- CRD
- --
- Ownership
- Less than 5%
Available
Available
Available
S
Sean Thomas Lamb
Managing Partner, PORTFOLIO MANAGER
- CRD
- #8117519
- Ownership
- Less than 5%
Available
Available
Available
Showing 2 of 2 owners & executives
Unlock allContacts
R
RICHARD VERNON CULL
--
- CRD
- #4467870
Available
Available
Available
Showing 1 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $66,762,625 | -- |
| Non-Discretionary | $0 | -- |
| Total | $66,762,625 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Other:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Other | Available | Available |
| Total | Available | Available |
Continue browsing