OLD BEACH INVESTMENT ADVISORS, LLC

OLD BEACH INVESTMENT ADVISORS, LLC of HOUSTON, TX is an SEC-registered investment adviser (CRD 339424). Regulatory assets under management: $66.8M.

Registration

• CRD: 339424
• Type: Registered investment adviser
• Location: 2700 POST OAK BLVD., HOUSTON, TX, 77056
• Phone: 713-416-1623
• Latest filing: 2026-03-27
• Regulatory AUM: $66.8M
• Discretionary AUM: $66.8M
• Clients: 3
• Accounts: 7

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 339424 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search