Beverly Hills Capital Management LLC

Overview

Beverly Hills Capital Management LLC is a small, privately owned advisory firm that focuses on portfolio management for individual clients and small businesses. The firm charges clients a percentage of assets under management and implements strategies that skew heavily toward publicly traded equities and exchange-traded funds. It is not positioned as an ESG-driven adviser, does not operate across multiple states as a multi-state adviser, and does not act as a pension consultant or independent capital allocator. Investment emphasis is equity-oriented: the firm prefers liquid, listed instruments to build core portfolios and uses mutual funds and commodity exposures as complements. Given the asset base and client count, the firm appears to deliver personalized portfolio management rather than institutional-scale product manufacturing.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices