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EAST BEACH ASSET MANAGEMENT, LLC

CRD 310563File 801-130553
APPROVED
Filing as of Apr 2, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$125.0M
Bottom 25% of cohort (national)
Discretionary AUM
$0
Non-discretionary $125.0M
Clients
0
1 accounts
Employees
3
Bottom 25% of cohort in CA

Identity & registration

ADV Item 1
Organization form
Limited Liability Company
Firm type
Registered
SEC region
LARO
Registration date
Jun 27, 2024
Principal office
12130 MILLENNIUM DR, SUITE 300, LOS ANGELES, CA, 90094
Phone
949-779-2590
Website
https://www.eastbeacham.com/

Assets & accounts

ADV Item 5F
Total regulatory AUM
$125.0M
Discretionary AUM
$0
Non-discretionary AUM
$125.0M
Discretionary accounts
0
Non-discretionary accounts
1
Total accounts
1
AUM per client
—

Clients by type

ADV Item 5D
Client typeClientsAUM
Other investment advisersFewer than 5$125.0M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Fixed fees
  • Performance-based fees
  • A percentage of assets under your management

Advisory activities

  • Portfolio management for businesses

Custody

ADV Item 9
Firm Custody Cash
No
Firm Custody Assets
No
Firm Custody Clients
No
Firm Custody Securities
No
Related Person Custody Cash
No
Related Person Custody Assets
No
Related Person Custody Clients
No
Related Person Custody Securities
No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromToChange
May 1, 2025Registration—APPROVED

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “EAST BEACH” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“EAST BEACH” may also match similarly-named firms). Confirm identity against each filing.

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.