Investment adviser · CRD 107615

BEACH INVESTMENT COUNSEL, INC

Investment adviser filing (IA)

BEACH INVESTMENT COUNSEL INC

WEST CONSHOHOCKEN, PA, United States · Form ADV filed Mar 7, 2025

Regulatory AUM
$982M
Form ADV · Item 5.F
Client accounts
81
Accounts, not individual clients
Employees
10
Reported in this filing
Advisory professionals
6
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
High-net-worth individuals71$763,539,21377.8%
Corporations & businesses6$150,255,99615.3%
Pooled investment vehicles1$46,007,1424.7%
Charities3$21,894,9092.2%
Filing source

Form ADV 1951519 · Mar 7, 2025 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

1 Private fund

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

MILL CREEK INVESTMENT PARTNERS, LPHedge Fund · Last reported Mar 7, 2025$46MGross asset value

Form D fundraising filings

Mill Creek Investment Partners, L.P.

Fund administrator OPUS FUND SERVICES NAPERVILLE, Illinois, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor KPMG LLP DENVER, Colorado, United States
Custodian J.P. MORGAN SECURITIES LLC NEWARK, Delaware, United States Related to adviser: No
Prime broker J.P. MORGAN SECURITIES LLC NEWARK, Delaware, United States
Provider details
Annual audit
Yes
Prime brokers
Yes
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

KPMG LLP
PCAOB 185

J.P. MORGAN SECURITIES LLC
SEC 8-35008

J.P. MORGAN SECURITIES LLC
CRD 79 · SEC 8-35008

Fund details & source
Fund ID
805-9819569533
Reported beneficial owners
50
Minimum commitment
$1M
Form D file number
021-48850

Form ADV 1951519 · Mar 7, 2025 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Mar 7, 2025. View historical filings

Reported services

Individual portfolio management · Business portfolio management · Selection of other advisers

Compensation

Percentage of assets · Performance-based

Principal office

300 BARR HARBOR DRIVE, SUITE 220
WEST CONSHOHOCKEN, PA, 19428, United States

CRD 107615

Filing source

Form ADV 1951519 · Mar 7, 2025 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.