# Beryl Capital Management, LLC

> 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.

- CRD: 269959
- Filed as: BERYL CAPITAL MANAGEMENT, LLC
- Also doing business as: BERYL CAPITAL MANAGEMENT LP
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Redondo Beach, CA
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/269959
- AdvisorCensus page: https://advisorcensus.com/firm/beryl-capital-management-llc-redondo-beach-ca-269959

## Quick answers

**How is Beryl Capital Management, LLC compensated?**
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.

**Where is Beryl Capital Management, LLC located?**
Beryl Capital Management, LLC's principal office is in Redondo Beach, CA, according to its Form ADV.

**Is Beryl Capital Management, LLC registered with the SEC or a state?**
Beryl Capital Management, LLC is an SEC-registered investment advisory firm, registered since 2017. Status as filed: Approved. CRD 269959.

**How much does Beryl Capital Management, LLC manage?**
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).

**How have Beryl Capital Management, LLC's assets and staff changed since 2021?**
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.

**What types of clients does Beryl Capital Management, LLC serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (8).

**Does Beryl Capital Management, LLC report any disciplinary disclosures?**
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

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Regulatory assets under management (Item 5.F)
- Total: $1,034,703,425
- Discretionary: $1,034,703,425
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 8 | $1,034,703,425 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2017 (9 years)
- Employees: 6 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports 2 disclosure items on Form ADV Item 11.

### Item 11 questions answered yes
- 11.D(2): 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?
- 11.D(4): 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?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. The detail of each yes answer is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/269959

### Websites listed on Form ADV (Item 1.I)
- berylcap.com
- LinkedIn @bcm-llc

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $638,702,659 | 4 | March 29, 2021 |
| October 2022 | $1,889,322,836 | 4 | March 30, 2022 |
| October 2023 | $694,752,715 | 4 | March 29, 2023 |
| October 2024 | $576,823,328 | 4 | March 28, 2024 |
| October 2025 | $995,890,265 | 5 | March 31, 2025 |
| October 2026 | $1,034,703,425 | 6 | March 31, 2026 |

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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Beryl Capital Management, LLC (CRD 269959): Form ADV filing data as of October 2026.