BEVERLY HILLS CAPITAL MANAGEMENT LLC

BEVERLY HILLS CAPITAL MANAGEMENT LLC is an SEC-registered investment adviser (CRD 164142). Regulatory assets under management: $19.0M. This firm reports disciplinary history on Form ADV.

Registration

• CRD: 164142
• Type: Registered investment adviser
• Phone: (310) 742-6728
• Latest filing: 2026-03-19
• Regulatory AUM: $19.0M
• Discretionary AUM: $18.5M
• Non-discretionary AUM: $523K
• Clients: 1
• Accounts: 43

Business model

Compensation: % of AUM.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 164142 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search