Beverly Hills Private Wealth, LLC
Firm details
- Headquarters
- Beverly Hills, California
- CRD number
- 321132
- Registered since
- October 6, 2022
- 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%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Beverly Hills Private Wealth, LLC is an independent registered investment adviser organized as an LLC and registered with the SEC in 2022. The firm serves both individuals/families and institutional clients and acts as a capital allocator, engaging outside managers where appropriate. Core services listed include financial planning, discretionary portfolio management for individuals, small businesses and institutions, pension consulting and the selection of other advisers. Fee arrangements include percentage-of-AUM billing along with hourly and fixed-fee options. The firm does not identify as an active ESG investor.
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
Lisa Westermark
Senior Vice President, Co-FounderCRD 6187514
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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