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EAST BEACH ASSET MANAGEMENT, LLC

LOS ANGELES, CA · CRD 310563 · IAPD ↗ · eastbeacham.com · 949-779-2590

$125.0MRegulatory AUM
1Advisory reps
3Employees
0Clients
n/aPlanning clients
0Private funds
1States
0Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

85
July 2024 — EAST BEACH ASSET MANAGEMENT, LLC (LOS ANGELES, CA) is newly SEC-registered with $125.0M RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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