← Tributary

BLUE BEACH CAPITAL

· CRD 328045 · IAPD ↗ · bluebeachcap.com · 787-647-7123

$141.8MRegulatory AUM
1Advisory reps
2Employees
0Clients
n/aPlanning clients
2Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

45
January 2025 — BLUE BEACH CAPITAL (location n/a) left the SEC roster (was $141.8M RAUM, 1 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
35
February 2024 — BLUE BEACH CAPITAL added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
40
February 2024 — BLUE BEACH CAPITAL, LLC is now doing business as BLUE BEACH CAPITAL.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
55
February 2024 — BLUE BEACH CAPITAL's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
55
February 2024 — BLUE BEACH CAPITAL now reports 2 private fund(s) ($157.4M gross).
Firm reports private funds for the first time.
Fund administrationCompliance

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