# East Beach Asset Management, LLC

> 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.

- CRD: 310563
- Filed as: EAST BEACH ASSET MANAGEMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Los Angeles, CA
- Filing period: October 2026
- Form ADV filing dated: April 2, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/310563
- AdvisorCensus page: https://advisorcensus.com/firm/east-beach-asset-management-llc-los-angeles-ca-310563

## Quick answers

**How is East Beach Asset Management, LLC compensated?**
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.

**How much does East Beach Asset Management, LLC charge?**
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.

**Where is East Beach Asset Management, LLC located?**
East Beach Asset Management, LLC's principal office is in Los Angeles, CA, according to its Form ADV.

**Is East Beach Asset Management, LLC registered with the SEC or a state?**
East Beach Asset Management, LLC is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 310563.

**How much does East Beach Asset Management, LLC manage?**
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).

**How have East Beach Asset Management, LLC's assets and staff changed since 2024?**
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.

**Does East Beach Asset Management, LLC report any disciplinary disclosures?**
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

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated April 2, 2026)

- Asset-based fee: 1.5% of assets a year

> 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.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Regulatory assets under management (Item 5.F)
- Total: $125,000,000
- Discretionary: $0
- Non-discretionary: $125,000,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Other investment advisers | Fewer than 5 | $125,000,000 |

### Advisory services (Item 5.G)
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2024 (2 years)
- Employees: 3 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [eastbeacham.com](https://eastbeacham.com)
- LinkedIn @eastbeacham

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $125,000,000 | 3 | May 27, 2024 |
| October 2025 | $125,000,000 | 3 | March 24, 2025 |
| October 2026 | $125,000,000 | 3 | April 2, 2026 |

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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. East Beach Asset Management, LLC (CRD 310563): Form ADV filing data as of October 2026.