BEVERLY INVESTMENT ADVISORS LLC
CRD #124038 SEC #801-63046 BEVERLY HILLS, CA 310-246-1200
SEC Registered
Total AUM
$95.6M
Discretionary
$72.2M
Employees
1
Clients
1
Accounts
105
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2024 | $95.6M | $72.2M | $23.5M | 1 | 0 |
| Sep 2023 | $93.6M | $69.2M | $24.4M | 1 | 0 |
| Feb 2023 | $308.8M | $69.2M | $239.7M | 1 | 0 |
| Feb 2022 | $292.9M | $74.1M | $218.8M | 1 | 0 |
| Mar 2021 | $238.6M | $63.7M | $174.9M | 1 | 0 |
| Mar 2021 | $238.6M | $63.7M | $174.9M | 1 | 0 |
| Jun 2020 | $201.7M | $49.7M | $152M | 1 | 0 |
| Feb 2020 | $201.7M | $49.7M | $152M | 1 | 0 |
| Jan 2019 | $157.4M | $40.5M | $117M | 1 | 0 |
| Jan 2018 | $175.5M | $47.4M | $128.1M | 1 | 0 |
| Feb 2017 | $144M | $41.6M | $102.4M | 1 | 140 |
| Mar 2016 | $130.2M | $35.7M | $94.4M | 1 | 100 |
| Mar 2015 | $132.5M | $36.7M | $95.8M | 1 | 100 |
| Feb 2014 | $147.7M | $63.6M | $84M | 1 | 100 |
| Jan 2013 | $133.1M | $54.6M | $78.5M | 1 | 100 |
| Mar 2012 | $116.7M | $46M | $70.7M | 1 | 140 |
| Feb 2011 | $117.2M | $78M | $39.2M | 5 | -- |
| Jul 2010 | $96.8M | $40M | $56.7M | 5 | -- |
| Mar 2010 | $132.5M | $77M | $55.6M | 5 | -- |
| Mar 2010 | $132.5M | $77M | $55.6M | 5 | -- |
| Feb 2008 | $134M | $78M | $56M | 5 | -- |
| Jun 2007 | $93.2M | $40.3M | $52.9M | 5 | -- |
| Jun 2007 | $93.2M | $40.3M | $52.9M | 5 | -- |
| May 2007 | $93.2M | $40.3M | $52.9M | 5 | -- |
| May 2007 | $93.2M | $40.3M | $52.9M | 5 | -- |
| May 2007 | $93.2M | $40.3M | $52.9M | 5 | -- |
| Mar 2007 | $93.2M | $40.3M | $52.9M | 5 | -- |
| Mar 2007 | $93.2M | $40.3M | $52.9M | 5 | -- |
| Mar 2006 | $47.2M | $29.1M | $18.1M | 5 | -- |
| Mar 2006 | $70.1M | $30.7M | $39.5M | 5 | -- |
| Jan 2005 | $47.2M | $29.1M | $18.1M | 5 | -- |
| Jan 2005 | $34M | $27M | $7M | 5 | -- |
DateMar 2024
Total AUM$95.6M
Discretionary$72.2M
Non-Disc.$23.5M
Employees1
Clients0
DateSep 2023
Total AUM$93.6M
Discretionary$69.2M
Non-Disc.$24.4M
Employees1
Clients0
DateFeb 2023
Total AUM$308.8M
Discretionary$69.2M
Non-Disc.$239.7M
Employees1
Clients0
DateFeb 2022
Total AUM$292.9M
Discretionary$74.1M
Non-Disc.$218.8M
Employees1
Clients0
DateMar 2021
Total AUM$238.6M
Discretionary$63.7M
Non-Disc.$174.9M
Employees1
Clients0
DateMar 2021
Total AUM$238.6M
Discretionary$63.7M
Non-Disc.$174.9M
Employees1
Clients0
DateJun 2020
Total AUM$201.7M
Discretionary$49.7M
Non-Disc.$152M
Employees1
Clients0
DateFeb 2020
Total AUM$201.7M
Discretionary$49.7M
Non-Disc.$152M
Employees1
Clients0
DateJan 2019
Total AUM$157.4M
Discretionary$40.5M
Non-Disc.$117M
Employees1
Clients0
DateJan 2018
Total AUM$175.5M
Discretionary$47.4M
Non-Disc.$128.1M
Employees1
Clients0
DateFeb 2017
Total AUM$144M
Discretionary$41.6M
Non-Disc.$102.4M
Employees1
Clients140
DateMar 2016
Total AUM$130.2M
Discretionary$35.7M
Non-Disc.$94.4M
Employees1
Clients100
DateMar 2015
Total AUM$132.5M
Discretionary$36.7M
Non-Disc.$95.8M
Employees1
Clients100
DateFeb 2014
Total AUM$147.7M
Discretionary$63.6M
Non-Disc.$84M
Employees1
Clients100
DateJan 2013
Total AUM$133.1M
Discretionary$54.6M
Non-Disc.$78.5M
Employees1
Clients100
DateMar 2012
Total AUM$116.7M
Discretionary$46M
Non-Disc.$70.7M
Employees1
Clients140
DateFeb 2011
Total AUM$117.2M
Discretionary$78M
Non-Disc.$39.2M
Employees5
Clients--
DateJul 2010
Total AUM$96.8M
Discretionary$40M
Non-Disc.$56.7M
Employees5
Clients--
DateMar 2010
Total AUM$132.5M
Discretionary$77M
Non-Disc.$55.6M
Employees5
Clients--
DateMar 2010
Total AUM$132.5M
Discretionary$77M
Non-Disc.$55.6M
Employees5
Clients--
DateFeb 2008
Total AUM$134M
Discretionary$78M
Non-Disc.$56M
Employees5
Clients--
DateJun 2007
Total AUM$93.2M
Discretionary$40.3M
Non-Disc.$52.9M
Employees5
Clients--
DateJun 2007
Total AUM$93.2M
Discretionary$40.3M
Non-Disc.$52.9M
Employees5
Clients--
DateMay 2007
Total AUM$93.2M
Discretionary$40.3M
Non-Disc.$52.9M
Employees5
Clients--
DateMay 2007
Total AUM$93.2M
Discretionary$40.3M
Non-Disc.$52.9M
Employees5
Clients--
DateMay 2007
Total AUM$93.2M
Discretionary$40.3M
Non-Disc.$52.9M
Employees5
Clients--
DateMar 2007
Total AUM$93.2M
Discretionary$40.3M
Non-Disc.$52.9M
Employees5
Clients--
DateMar 2007
Total AUM$93.2M
Discretionary$40.3M
Non-Disc.$52.9M
Employees5
Clients--
DateMar 2006
Total AUM$47.2M
Discretionary$29.1M
Non-Disc.$18.1M
Employees5
Clients--
DateMar 2006
Total AUM$70.1M
Discretionary$30.7M
Non-Disc.$39.5M
Employees5
Clients--
DateJan 2005
Total AUM$47.2M
Discretionary$29.1M
Non-Disc.$18.1M
Employees5
Clients--
DateJan 2005
Total AUM$34M
Discretionary$27M
Non-Disc.$7M
Employees5
Clients--