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BEACH INVESTMENT COUNSEL, INC

WEST CONSHOHOCKEN, PA · CRD 107615 · IAPD ↗ · 610-940-1111

$981.7MRegulatory AUM
6Advisory reps
10Employees
0Clients
n/aPlanning clients
1Private funds
6States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
June 2025 — BEACH INVESTMENT COUNSEL, INC (WEST CONSHOHOCKEN, PA) left the SEC roster (was $981.7M RAUM, 6 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.