Beverly Hills Private Wealth, LLC
Firm details
- Headquarters
- Beverly Hills, California
- CRD number
- 321132
- Website
- www.bhpw.com
- Custodians
- GOLDMAN SACHS & CO. LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI93.49%
- Individuals3.7%
- Pension & Profit Sharing Plans2.3%
- Charitable Organizations0.51%
Firm profile
FINTRXOverview
Beverly Hills Private Wealth, LLC is a private advisory firm that serves individual and family clients as well as institutional investors. The firm bills using a mix of percentage-of-AUM fees along with hourly and fixed-fee engagements. Public filings indicate ownership by a domestic entity and individual owners; its SEC registration year is not provided. It is listed as not being an active ESG investor and is not classified as a multi-state adviser. The firm is also noted as not operating as a capital allocator, and it places client capital with third‑party alternative fund managers rather than running pooled vehicle strategies in-house.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities54%
- US Government Bonds10%
- Public Funds/Mutual Funds10%
- State & Local Bonds8%
- Non-Exchange Traded Equities6%
Owners & executives
1 of 1
Nick Nejad
Chief Investment OfficerCRD 6787338
Contacts
3 of 5
Andrew Fuller
Senior Relationship ManagerCRD 7268562
Ira Ravitz
Managing Director, Co-FounderCRD 2922734
Scott Shagrin
Co-Founder and Managing DirectorCRD 1162316
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 54Active vs passive
$98.9M in ETFs
82%
$80.7M
8%
$18.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD INTERMEDIATE-TERM TREASURY INDEX FUND (VGIT) | Vanguard | Passive | Intermediate Government | $13.9M | 236,197 | 14.09% |
Location
Beverly Hills, CA
Los Angeles
Location
Beverly Hills, CA
Headquartered in Beverly Hills, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- Los Angeles
- Address
- 350 S Beverly Dr
- Time zone
- PT (UTC-8)
- Office locations
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