Investment adviser · CRD 323806
BROAD BEACH CAPITAL PARTNERS
Investment adviser filing (IA)
BROAD BEACH CAPITAL PARTNERS, LLC
MALIBU, CA, United States · Form ADV filed Jan 30, 2023
- Employees
- 2 Reported in this filing
- Advisory professionals
- 2 Investment advisory functions
Not available in this filing: Regulatory AUM, Client accounts.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jan 30, 2023. View historical filings
Reported services
Financial planning · Business portfolio management · Selection of other advisers · Educational seminars
Compensation
Percentage of assets · Hourly · Commissions · Performance-based
Principal office
31363 PACIFIC COAST HWYMALIBU, CA, 90265, United States
CRD 323806
Filing source
Form ADV 1706603 · Jan 30, 2023 · 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.