Asset ManagerRIA · CRD 164142SEC-Registered

Updated:

Beverly Hills Capital Management

Beverly Hills Capital Management LLC is an SEC-registered investment adviser in Beverly Hills, CA. The firm manages $19 million in assets on a discretionary...

Beverly Hills Capital Management

Beverly Hills Capital Management LLC is an SEC-registered investment adviser in Beverly Hills, CA. The firm manages $19 million in assets on a discretionary basis. It has 1 employee and 1 investment adviser.

General information

Firm type

Asset Manager

Location

Region

North America

Country

United States

City

Beverly Hills

Corporate office

Beverly Hills, CA, United States

Frequently asked questions

Who runs investment decisions at Beverly Hills Capital Management?

No named principals or investment committee members have been identified in any public source for Beverly Hills Capital Management. The firm maintains a very low profile, with no managing partner or CEO disclosed on any verifiable record.

How does Beverly Hills Capital Management source proprietary deal flow?

The firm's deal-sourcing methodology is not publicly documented. Unlike many asset managers that highlight partnerships, networks, or direct origination capabilities, Beverly Hills Capital Management has not described its sourcing strategy in any public forum.

Is Beverly Hills Capital Management structured as a single family office or does it operate more like an institutional asset manager?

The firm's legal name — Beverly Hills Capital Management LLC — suggests a limited liability company structured as a general asset manager, not a family office. However, without a public website or regulatory filings (such as an SEC ADV), its exact structure remains unverified.

Does Beverly Hills Capital Management participate in fund commitments or only direct deals?

The firm's investment vehicle preferences are unknown. No fund commitment data or direct-deal participation records have appeared in any publicly accessible database or press report.

What investment stages does Beverly Hills Capital Management typically target?

The firm has not publicly stated any stage preference — whether venture, growth, buyout, or credit. No website or pitch document describing its target stages has been located.

Which sectors does Beverly Hills Capital Management explicitly avoid?

The firm has not published any sector exclusions. With no public disclosure of its investment policy, determined allocators would need to request such information directly.

Where does the underlying wealth come from?

The source of capital that Beverly Hills Capital Management manages has not been disclosed. The firm's name and Beverly Hills location may hint at Southern California family wealth, but no specific family, institution, or endowment has been identified as a capital provider.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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