RIA Intelligence

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

Firm Details

Organization Type
Limited Liability Company
State of Formation
California
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 8, 2024
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
KAHN, JORDANIMANAGING PARTNERNA Control
KAHN, JORDANIMANAGING PARTNERNA Control
KAHN, JORDANIMANAGING PARTNERNA Control
PRICE, CANON, JILLIMANAGING DIRECTOR & CHIEF COMPLIANCE OFFICERNA Control
PRICE, CANON, JILLIMANAGING DIRECTOR & CHIEF COMPLIANCE OFFICERNA Control
PRICE, CANON, JILLIMANAGING DIRECTOR & CHIEF COMPLIANCE OFFICERNA Control
PRICE, CANON, JILLIMANAGING DIRECTOR/CHIEF COMPLIANCE OFFICERNA Control
PRICE, CANON, JILLIMANAGING DIRECTOR/CHIEF COMPLIANCE OFFICERNA Control
PRICE, CANON, JILLIMANAGING DIRECTOR/CHIEF COMPLIANCE OFFICERNA Control
PRICE, CANON, JILLIMANAGING DIRECTOR & CHIEF COMPLIANCE OFFICERNA Control
PRICE, CANON, JILLIMANAGING DIRECTOR & CHIEF COMPLIANCE OFFICERNA Control
PRICE, CANON, JILLIMANAGING DIRECTOR & CHIEF COMPLIANCE OFFICERNA Control
PRICE, CANON, JILLIMANAGING DIRECTOR & CHIEF COMPLIANCE OFFICERNA Control
PRICE, CANON, JILLIMANAGING DIRECTOR & CHIEF COMPLIANCE OFFICERNA Control
PRICE, CANON, JILLIMANAGING DIRECTOR & CHIEF COMPLIANCE OFFICERNA Control
PRICE, CANON, JILLIMANAGING DIRECTOR & CHIEF COMPLIANCE OFFICERNA Control
PRICE, CANON, JILLIMANAGING DIRECTOR & CHIEF COMPLIANCE OFFICERNA Control
PRICE, CANON, JILLIMANAGING DIRECTOR & CHIEF COMPLIANCE OFFICERNA Control
PRICE, CANON, JILLIMANAGING DIRECTOR & CHIEF COMPLIANCE OFFICERNA Control
PRICE, CANON, JILLIMANAGING DIRECTOR & CHIEF COMPLIANCE OFFICERNA Control
PRICE, CANON, JILLIMANAGING DIRECTOR & CHIEF COMPLIANCE OFFICERNA Control
PRICE, CANON, JILLIMANAGING DIRECTOR & CHIEF COMPLIANCE OFFICERNA Control
PRICE, CANON, JILLIMANAGING DIRECTOR & CHIEF COMPLIANCE OFFICERNA Control
PRICE, CANON, JILLIMANAGING DIRECTOR & CHIEF COMPLIANCE OFFICERNA Control
PRICE, CANON, JILLIMANAGING DIRECTOR & CHIEF COMPLIANCE OFFICERNA Control
PRICE, CANON, JILLIMANAGING DIRECTOR & CHIEF COMPLIANCE OFFICERNA Control
PRICE, CANON, JILLIMANAGING DIRECTOR & CHIEF COMPLIANCE OFFICERNA Control
PRICE, CANON, JILLIMANAGING DIRECTOR & CHIEF COMPLIANCE OFFICERNA Control
CANON J. PRICE, INC.DEDIRECT OWNERE Control
CANON J. PRICE, INC.DEDIRECT OWNERE Control
CANON J. PRICE, INC.DEMEMBERE Control
CANON J. PRICE, INC.DEMEMBERE Control
CANON J. PRICE, INC.DEMEMBERE Control
CANON J. PRICE, INC.DEDIRECT OWNERE Control
CANON J. PRICE, INC.DEDIRECT OWNERE Control
CANON J. PRICE, INC.DEDIRECT OWNERE Control
CANON J. PRICE, INC.DEDIRECT OWNERE Control
CANON J. PRICE, INC.DEMEMBERE Control
CANON J. PRICE, INC.DEMEMBERE Control
CANON J. PRICE, INC.DEMEMBERE Control
CANON J. PRICE, INC.DEMEMBERE Control
CANON J. PRICE, INC.DEMEMBERE Control
CANON J. PRICE, INC.DEMEMBERE Control
CANON J. PRICE, INC.DEMEMBERE Control
CANON J. PRICE, INC.DEMEMBERE Control
CANON J. PRICE, INC.DEMEMBERE Control
CANON J. PRICE, INC.DEMEMBERE Control
CANON J. PRICE, INC.DEMEMBERE Control
CANON J. PRICE, INC.DEMEMBERE Control
CANON J. PRICE, INC.DEMEMBERE Control
CANON J. PRICE, INC.DEMEMBERE Control
CANON J. PRICE, INC.DEMEMBERE Control
CANON J. PRICE, INC.DEMEMBERE Control
CANON J. PRICE, INC.DEMEMBERE Control
CANON J. PRICE, INC.DEMEMBERE Control
CANON J. PRICE, INC.DEMEMBERE Control
PRICE, CANON, JILLIPRESIDENT/CCOE Control
PRICE, CANON, JILLIPRESIDENT/CCOE Control
PRICE, CANON, JILLIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
PRICE, CANON, JILLIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
PRICE, CANON, JILLIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
PRICE, CANON, JILLIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
PRICE, CANON, JILLIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
PRICE, CANON, JILLIMANAGING DIRECTOR/CHIEF COMPLIANCE OFFICERE Control
PRICE, CANON, JILLIMANAGING DIRECTOR/CHIEF COMPLIANCE OFFICERE Control
PRICE, CANON, JILLIPRESIDENT/CCOE Control
PRICE, CANON, JILLIPRESIDENT/CCOE Control
BEVERLY INVESTMENT ADVISORS LLCDEDIRECT OWNERD Control
BEVERLY INVESTMENT ADVISORS LLCDEDIRECT OWNERD Control
CANON J. PRICE, INC.DEDIRECT OWNERD Control
KAHN ASSET MANAGEMENT, INC.DEDIRECT OWNERC Control
KAHN ASSET MANAGEMENT, INC.DEDIRECT OWNERC Control
KAHN ASSET MANAGEMENT, INC.DEDIRECT OWNERC Control

Indirect Owners (Schedule B)

NameTypeEntityOwnershipControl
KAHN, JORDANIKAHN ASSET MANAGEMENT, INC.E Control
KAHN, JORDANIKAHN ASSET MANAGEMENT, INC.E Control
KAHN, JORDANIKAHN ASSET MANAGEMENT, INC.E Control
PRICE, CANON, JILLICANON J. PRICE, INC.E Control
PRICE, CANON, JILLICANON J. PRICE, INC.E Control
PRICE, CANON, JILLICANON J. PRICE, INC.E Control
PRICE, CANON, JILLICANON J. PRICE, INC.E Control
PRICE, CANON, JILLICANON J. PRICE, INC.E Control
PRICE, CANON, JILLICANON J. PRICE, INC.E Control
PRICE, CANON, JILLICANON J. PRICE, INC.E Control
PRICE, CANON, JILLICANON J. PRICE, INC.E Control
PRICE, CANON, JILLICANON J. PRICE, INC.E Control
PRICE, CANON, JILLICANON J. PRICE, INC.E Control
PRICE, CANON, JILLICANON J. PRICE, INC.E Control
PRICE, CANON, JILLICANON J. PRICE, INC.E Control
PRICE, CANON, JILLICANON J. PRICE, INC.E Control
PRICE, CANON, JILLICANON J. PRICE, INC.E Control
PRICE, CANON, JILLICANON J. PRICE, INC.E Control
PRICE, CANON, JILLICANON J. PRICE, INC.E Control
PRICE, CANON, JILLICANON J. PRICE, INC.E Control
PRICE, CANON, JILLICANON J. PRICE, INC.E Control
PRICE, CANON, JILLICANON J. PRICE, INC.E Control
PRICE, CANON, JILLICANON J. PRICE, INC.E Control
PRICE, CANON, JILLICANON J. PRICE, INC.E Control
PRICE, CANON, JILLICANON J. PRICE, INC.E Control
PRICE, CANON, JILLICANON J. PRICE, INC.E Control
PRICE, CANON, JILLICANON J. PRICE, INC.E Control
PRICE, CANON, JILLICANON J. PRICE, INC.E Control
PRICE, CANON, JILLICANON J. PRICE, INC.E Control
PRICE, CANON, JILLICANON J. PRICE, INC.E Control
PRICE, CANON, JILLICANON J. PRICE, INC.E Control
PRICE, CANON, JILLICANON J. PRICE, INC.E Control
PRICE, CANON, JILLICANON J. PRICE, INC.E Control
PRICE, CANON, JILLICANON J. PRICE, INC.E Control

Registrations

Federal

IA
Mar 8, 2024 REGISTERED

Notice Filings (2)

CA NH

Address

9701 WILSHIRE BOULEVARD
10TH FL.
BEVERLY HILLS, CA 90212
United States
Phone: 310-246-1200