{
  "crd_number": 164142,
  "slug": "beverly-hills-capital-management-llc-beverly-hills-ca-164142",
  "primary_business_name": "BEVERLY HILLS CAPITAL MANAGEMENT LLC",
  "legal_name": "BEVERLY HILLS CAPITAL MANAGEMENT LLC",
  "dbas": [],
  "city": "Beverly Hills",
  "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": "state",
  "registration_status": "APPROVED",
  "registration_date": "2012-06-13",
  "years_registered": 14,
  "period": "2026-10-01",
  "filing_date": "2026-03-19",
  "carried_forward": false,
  "raum_total": 19027207.0,
  "raum_discretionary": 18504109.0,
  "raum_non_discretionary": 523098.0,
  "raum_band": "under_25m",
  "raum_band_label": "Under $25 million",
  "total_employees": 1,
  "advisory_employees": 1,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 6429797.0,
      "count": 32
    },
    "high_net_worth_individuals": {
      "raum": 12597410.0,
      "count": 11
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 1,
  "states_registered": [
    "CA"
  ],
  "websites": [],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/164142",
  "disclosure_items": [
    {
      "item": "11.D(5)",
      "question": "Has another federal regulator, a state regulator, or a foreign financial regulator ever denied, suspended, or revoked the registration or license of the firm or an advisory affiliate, prevented either by order from associating with an investment-related business, or restricted either one's activity?"
    }
  ],
  "city_as_filed": "BEVERLY HILLS",
  "url": "https://advisorcensus.com/firm/beverly-hills-capital-management-llc-beverly-hills-ca-164142",
  "display_name": "Beverly Hills Capital Management LLC",
  "summary": "Beverly Hills Capital Management LLC is a state-registered investment advisory firm in Beverly Hills, CA, registered since 2012, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 19, 2026.",
  "citation": "AdvisorCensus. Beverly Hills Capital Management LLC (CRD 164142): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses"
  ],
  "quick_answers": [
    {
      "q": "How is Beverly Hills Capital Management LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Beverly Hills Capital Management LLC reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Beverly Hills Capital Management LLC located?",
      "a": "Beverly Hills Capital Management LLC's principal office is in Beverly Hills, CA, according to its Form ADV."
    },
    {
      "q": "Is Beverly Hills Capital Management LLC registered with the SEC or a state?",
      "a": "Beverly Hills Capital Management LLC is a state-registered investment advisory firm, registered since 2012. Status as filed: APPROVED. CRD 164142."
    },
    {
      "q": "How much does Beverly Hills Capital Management LLC manage?",
      "a": "Beverly Hills Capital Management LLC reports $19,027,207 in regulatory assets under management in its Form ADV filing dated March 19, 2026 (97% discretionary)."
    },
    {
      "q": "What types of clients does Beverly Hills Capital Management LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (32); high net worth individuals (11)."
    },
    {
      "q": "Does Beverly Hills Capital Management LLC report any disciplinary disclosures?",
      "a": "Reports 1 disclosure item on Form ADV Item 11: yes answers to 11.D(5) (another regulator's denial, suspension, or revocation of a registration or license, bar, or restriction). 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 public record on IAPD: https://adviserinfo.sec.gov/firm/summary/164142"
    }
  ],
  "filing_history": [],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/beverly-hills-capital-management-llc-beverly-hills-ca-164142.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 32,
      "fewer_than_5": false,
      "raum": 6429797.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 11,
      "fewer_than_5": false,
      "raum": 12597410.0
    }
  ],
  "disclosure_line": "Reports 1 disclosure item 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/164142",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}