Investment adviser · CRD 281228

CARBON BEACH ASSET MANAGEMENT, LLC

Investment adviser filing (IA)

SANTA MONICA, CA, United States · Form ADV filed Sep 28, 2017

Regulatory AUM
$7.54M
Form ADV · Item 5.F
Client accounts
11
Accounts, not individual clients
Employees
2
Reported in this filing
Advisory professionals
2
Investment advisory functions

Private funds & service providers

0 Private funds

The 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: Sep 28, 2017. View historical filings

Reported services

Individual portfolio management · Investment company portfolio management

Compensation

Percentage of assets · Performance-based

Principal office

201 OCEAN AVENUE SUITE 1702P
SANTA MONICA, CA, 90402, United States

CRD 281228

Filing source

Form ADV 1143669 · Sep 28, 2017 · 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.