EAST BEACH ASSET MANAGEMENT, LLC

RIASEC RegisteredEst. 2024
Total AUM
$125M
Discretionary
$0
0% of AUM
Avg account
$125M
Accounts
1
Employees
3
Advisory reps
2

Firm details

Headquarters
Los Angeles, California
CRD number
310563
Registered since
June 27, 2024
Fee structure
Percentage of AUM, Fixed Fees, Performance Based Fees
Client types
  • Other Investment Advisers100%
Services
Portfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

East Beach Asset Management, LLC is an SEC-registered limited liability company that provides portfolio management services targeted at businesses and institutional clients. The firm registered with the SEC in 2024 and is owned by an individual. Its advisory fees can include a percentage of assets under management, fixed fees, and performance-based fees. East Beach does not identify as an active ESG investor, is not a multi-state adviser, and is not described as a capital allocator or pension consultant.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Other 100%100%
  • Other100%

Owners & executives

1 of 1
  • SEYAVASH SARABI

    CIOCRD 4433526

Contacts

1 of 1
  • RACHAEL STIMAC

    Founding PartnerCRD 5370721

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

FINTRX

Location

Primary office

Los Angeles, CA

LOS ANGELES

Location

Los Angeles, CA

Headquartered in Los Angeles, 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
12130 Millennium
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth