Old Beach Investment Advisors, LLC
Firm details
- Headquarters
- Houston, Texas
- CRD number
- 339424
- Custodians
- NORTHERN TRUST SECURITIES, INC., SUNBELT SECURITIES, INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Old Beach Investment Advisors, LLC is an independent investment adviser organized as an LLC and registered in Texas. The firm focuses on discretionary portfolio management for individuals, families and small businesses and bills clients on a percentage-of-assets basis. The business model is compact and client-focused rather than institutional: it is not positioned as a pension consultant, multi-state adviser, or an active ESG investor.
Assets & Accounts
Investments & Alternatives
Location & Offices
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
- Other100%
Owners & executives
2 of 2
Richard Cull
Chief Investment OfficerCRD 4467870
Michael Breen
Chief Compliance OfficerCRD 5507461
Contacts
1 of 1Sean Lamb
Managing PartnerCRD 8117519
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Houston, TX
Harris
Location
Houston, TX
Headquartered in Houston, TX, anchoring the Houston-The Woodlands, TX metro in the South.
- Metro area
- Houston-The Woodlands, TX
- Region
- South
- County
- Harris
- Address
- 2700 Post Oak Blvd
- Time zone
- CT (UTC-6)
- Office locations
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