{
  "crd_number": 310563,
  "slug": "east-beach-asset-management-llc-los-angeles-ca-310563",
  "primary_business_name": "EAST BEACH ASSET MANAGEMENT, LLC",
  "legal_name": "EAST BEACH ASSET MANAGEMENT, LLC",
  "dbas": [],
  "city": "Los Angeles",
  "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": "2024-06-27",
  "years_registered": 2,
  "period": "2026-10-01",
  "filing_date": "2026-04-02",
  "carried_forward": false,
  "raum_total": 125000000.0,
  "raum_discretionary": 0.0,
  "raum_non_discretionary": 125000000.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 3,
  "advisory_employees": 1,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "other_investment_advisers": {
      "raum": 125000000.0,
      "count": null,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "portfolio_management_businesses_institutional"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA"
  ],
  "websites": [
    "https://eastbeacham.com",
    "https://linkedin.com/company/eastbeacham"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/310563",
  "city_as_filed": "LOS ANGELES",
  "url": "https://advisorcensus.com/firm/east-beach-asset-management-llc-los-angeles-ca-310563",
  "display_name": "East Beach Asset Management, LLC",
  "summary": "East Beach Asset Management, LLC is an SEC-registered investment advisory firm in Los Angeles, CA, registered since 2024, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated April 2, 2026.",
  "citation": "AdvisorCensus. East Beach Asset Management, LLC (CRD 310563): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)",
    "Performance-based fees"
  ],
  "advisory_activity_labels": [
    "Portfolio management for businesses (other than small businesses) or institutional clients"
  ],
  "quick_answers": [
    {
      "q": "How is East Beach Asset Management, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), East Beach Asset Management, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); performance-based fees."
    },
    {
      "q": "How much does East Beach Asset Management, LLC charge?",
      "a": "Its Form ADV Part 2A brochure dated April 2, 2026 states: Asset-based fee: 1.5% of assets a year. Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is East Beach Asset Management, LLC located?",
      "a": "East Beach Asset Management, LLC's principal office is in Los Angeles, CA, according to its Form ADV."
    },
    {
      "q": "Is East Beach Asset Management, LLC registered with the SEC or a state?",
      "a": "East Beach Asset Management, LLC is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 310563."
    },
    {
      "q": "How much does East Beach Asset Management, LLC manage?",
      "a": "East Beach Asset Management, LLC reports $125,000,000 in regulatory assets under management in its Form ADV filing dated April 2, 2026 (0% discretionary)."
    },
    {
      "q": "How have East Beach Asset Management, LLC's assets and staff changed since 2024?",
      "a": "In the Form ADV data for East Beach Asset Management, LLC: Regulatory assets under management: $125,000,000 in the October 2024 data and $125,000,000 in the October 2026 data, unchanged. Total employees: 3 in October 2024 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "Does East Beach Asset Management, LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/310563"
    }
  ],
  "filing_history": [
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 125000000.0,
      "total_employees": 3,
      "filing_date": "2024-05-27"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 125000000.0,
      "total_employees": 3,
      "filing_date": "2025-03-24"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 125000000.0,
      "total_employees": 3,
      "filing_date": "2026-04-02"
    }
  ],
  "recent_changes": [],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated April 2, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": "1.5% of assets a year",
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Asset-based fee",
        "statements": [
          "Asset-based fee: 1.5% of assets a year"
        ],
        "quotes": [
          "The firm’s investment management fee (“Management Fee”) is 150 bps (1.50%) per annum, paid each calendar quarter, calculated on the monthly average value of managed assets in the prior quarter, and subject to a minimum quarterly fee."
        ]
      }
    ],
    "values": {
      "tiers": [
        {
          "min": null,
          "max": null,
          "rate_pct": 1.5
        }
      ],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": null,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "The firm’s investment management fee (“Management Fee”) is 150 bps (1.50%) per annum, paid each calendar quarter, calculated on the monthly average value of managed assets in the prior quarter, and subject to a minimum quarterly fee."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/east-beach-asset-management-llc-los-angeles-ca-310563.md",
  "clients": [
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": null,
      "fewer_than_5": true,
      "raum": 125000000.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "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/310563",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}