{ "crd_number": 269959, "slug": "beryl-capital-management-llc-redondo-beach-ca-269959", "primary_business_name": "BERYL CAPITAL MANAGEMENT, LLC", "legal_name": "BERYL CAPITAL MANAGEMENT, LLC", "dbas": [ "BERYL CAPITAL MANAGEMENT LP" ], "city": "Redondo Beach", "state": "CA", "country": "United States", "cbsa_code": "31080", "metro": { "cbsa_code": "31080", "common_name": "Los Angeles", "msa_name": "Los Angeles-Long Beach-Anaheim, CA", "path": "/advisors/ca/los-angeles" }, "registration_type": "sec", "registration_status": "Approved", "registration_date": "2017-04-10", "years_registered": 9, "period": "2026-10-01", "filing_date": "2026-03-31", "carried_forward": false, "raum_total": 1034703425.0, "raum_discretionary": 1034703425.0, "raum_non_discretionary": 0.0, "raum_band": "1b_5b", "raum_band_label": "$1 billion to $5 billion", "total_employees": 6, "advisory_employees": 2, "client_count_bucket": null, "clients_by_type": { "pooled_investment_vehicles": { "raum": 1034703425.0, "count": 8 } }, "compensation_types": [ "percentage_of_aum", "performance_based" ], "advisory_activities": [ "portfolio_management_pooled_vehicles" ], "wrap_fee_participant": false, "disclosure_yes_count": 2, "states_registered": [ "CA" ], "websites": [ "https://berylcap.com", "https://linkedin.com/company/bcm-llc" ], "iapd_url": "https://adviserinfo.sec.gov/firm/summary/269959", "disclosure_items": [ { "item": "11.D(2)", "question": "Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate was involved in a violation of investment-related regulations or statutes?" }, { "item": "11.D(4)", "question": "In the past ten years, has another federal regulator, a state regulator, or a foreign financial regulator entered an order against the firm or an advisory affiliate in connection with investment-related activity?" } ], "city_as_filed": "REDONDO BEACH", "url": "https://advisorcensus.com/firm/beryl-capital-management-llc-redondo-beach-ca-269959", "display_name": "Beryl Capital Management, LLC", "summary": "Beryl Capital Management, LLC is an SEC-registered investment advisory firm in Redondo Beach, CA, registered since 2017, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 31, 2026.", "citation": "AdvisorCensus. Beryl Capital Management, LLC (CRD 269959): Form ADV filing data as of October 2026.", "registration_type_label": "SEC-registered investment adviser", "compensation_labels": [ "A percentage of assets under your management", "Performance-based fees" ], "advisory_activity_labels": [ "Portfolio management for pooled investment vehicles (other than investment companies)" ], "quick_answers": [ { "q": "How is Beryl Capital Management, LLC compensated?", "a": "On its Form ADV (Item 5.E, October 2026), Beryl Capital Management, LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure." }, { "q": "Where is Beryl Capital Management, LLC located?", "a": "Beryl Capital Management, LLC's principal office is in Redondo Beach, CA, according to its Form ADV." }, { "q": "Is Beryl Capital Management, LLC registered with the SEC or a state?", "a": "Beryl Capital Management, LLC is an SEC-registered investment advisory firm, registered since 2017. Status as filed: Approved. CRD 269959." }, { "q": "How much does Beryl Capital Management, LLC manage?", "a": "Beryl Capital Management, LLC reports $1,034,703,425 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary)." }, { "q": "How have Beryl Capital Management, LLC's assets and staff changed since 2021?", "a": "In the Form ADV data for Beryl Capital Management, LLC: Regulatory assets under management: $638,702,659 in the October 2021 data and $1,034,703,425 in the October 2026 data, up 62%. Total employees: 4 in October 2021 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going." }, { "q": "What types of clients does Beryl Capital Management, LLC serve?", "a": "By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (8)." }, { "q": "Does Beryl Capital Management, LLC report any disciplinary disclosures?", "a": "Reports 2 disclosure items on Form ADV Item 11: yes answers to 11.D(2) (another regulator's finding of a violation) and 11.D(4) (another regulator's order in the past ten years). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/269959" } ], "filing_history": [ { "period": "2021-10-01", "regulatory_assets_under_management": 638702659.0, "total_employees": 4, "filing_date": "2021-03-29" }, { "period": "2022-10-01", "regulatory_assets_under_management": 1889322836.0, "total_employees": 4, "filing_date": "2022-03-30" }, { "period": "2023-10-01", "regulatory_assets_under_management": 694752715.0, "total_employees": 4, "filing_date": "2023-03-29" }, { "period": "2024-10-01", "regulatory_assets_under_management": 576823328.0, "total_employees": 4, "filing_date": "2024-03-28" }, { "period": "2025-10-01", "regulatory_assets_under_management": 995890265.0, "total_employees": 5, "filing_date": "2025-03-31" }, { "period": "2026-10-01", "regulatory_assets_under_management": 1034703425.0, "total_employees": 6, "filing_date": "2026-03-31" } ], "recent_changes": [], "fees_from_brochure": null, "custodians": [], "custodians_note": null, "markdown_url": "https://advisorcensus.com/firm/beryl-capital-management-llc-redondo-beach-ca-269959.md", "clients": [ { "type": "pooled_investment_vehicles", "label": "Pooled investment vehicles (other than investment companies and business development companies)", "count": 8, "fewer_than_5": false, "raum": 1034703425.0 } ], "disclosure_line": "Reports 2 disclosure items on Form ADV Item 11.", "indexable": true, "suppressed": false, "claimed": false, "enhanced": false, "provided_by_the_firm": null, "source": { "name": "Form ADV", "as_of": "2026-10-01", "iapd_url": "https://adviserinfo.sec.gov/firm/summary/269959", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }