Investment adviser · CRD 321132

BEVERLY HILLS PRIVATE WEALTH, LLC

Investment adviser filing (IA)

BEVERLY HILLS, CA, United States · Form ADV filed Mar 19, 2026

Regulatory AUM
$912M
Form ADV · Item 5.F
Client accounts
1,330
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 individuals162$852,887,86493.5%
Individuals72$33,756,6693.7%
Retirement plans16$20,968,4492.3%
CharitiesFewer than 5$4,634,1080.5%
Filing source

Form ADV 2077355 · Mar 19, 2026 · 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.

BEVERLY HILLS PRIVATE WEALTH SELECT OPPORTUNITIES FUNDVenture Capital Fund · Last reported Mar 21, 2025$6MGross asset value
Fund administrator PPB CAPITAL PARTNERS, LLC WEST CONSHOHOCKEN, Pennsylvania, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor TAIT WELLER PHILADELPHIA, Pennsylvania, United States
Custodian FOLIO INVESTMENTS, INC. MCCLEAN, Virginia, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

TAIT WELLER
PCAOB 445

FOLIO INVESTMENTS, INC.
SEC 8-52009

Fund details & source
Fund ID
805-9592953247
Reported beneficial owners
12
Minimum commitment
$300K

Form ADV 1958608 · Mar 21, 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 19, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers

Compensation

Percentage of assets · Hourly · Fixed

Principal office

350 S. BEVERLY DRIVE, SUITE 360
BEVERLY HILLS, CA, 90212, United States

CRD 321132

Filing source

Form ADV 2077355 · Mar 19, 2026 · 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.