BACK BEACH PARTNERS, LLC

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
MANHATTAN BEACH, California
CRD number
332161

Firm profile

FINTRX

Overview

Back Beach Partners, LLC is a small, privately held investment adviser organized as a limited liability company and controlled by an individual owner. The firm’s public footprint centers on a single private equity vehicle rather than a broad retail advisory practice. It is not registered or marketed as a multi-state adviser, does not identify as an active ESG investor, and does not operate as a pension consultant or a related adviser to other registered entities. The firm’s activity appears focused on private capital deployment through its fund structure rather than on managing retail or institutional advisory accounts. Back Beach Partners does not present itself as a capital allocator to third-party managers, which suggests its resources are concentrated on direct fund management and the investments held within that private fund.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

2 of 2
  • Kelley Jimenez

    Managing MemberCRD 8040678

  • Joseph Mahalic

    Managing MemberCRD 8040677

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

MANHATTAN BEACH, CA

LOS ANGELES

Location

MANHATTAN BEACH, CA

Headquartered in MANHATTAN BEACH, 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
665 13th St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth