RIA Intelligence

CARBON BEACH ASSET MANAGEMENT, LLC

CRD #281228 SEC #801-108513 SANTA MONICA, CA (203) 554 8896
SEC Registered
Total AUM
$7.5M
Discretionary
$7.5M
Employees
2
Clients
0
Accounts
11

Firm Details

Organization Type
Limited Liability Company
State of Formation
California
Fiscal Year End
AUGUST
Registration Date
--
Latest Filing
Sep 28, 2017
Branch Offices
--

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
CARLISLE, TOBIAS, ERICIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERD Control
CARLISLE, TOBIAS, ERICIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERD Control
CARLISLE, TOBIAS, ERICIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERD Control
CARLISLE, TOBIAS, ERICIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERD Control
CARLISLE, TOBIAS, ERICIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERD Control
CARLISLE, TOBIAS, ERICIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERD Control
CARLISLE, TOBIAS, ERICIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERD Control
MACINTOSH, COLIN, SCOTTIMANAGING MEMBERD Control
MACINTOSH, COLIN, SCOTTIMANAGING MEMBERD Control
MACINTOSH, COLIN, SCOTTIMANAGING MEMBERD Control
MACINTOSH, COLIN, SCOTTIMANAGING MEMBERD Control
MACINTOSH, COLIN, SCOTTIMANAGING MEMBERD Control
MACINTOSH, COLIN, SCOTTIMANAGING MEMBERD Control
MACINTOSH, COLIN, SCOTTIMANAGING MEMBERD Control

Registrations

Federal

IA
Sep 28, 2017 REGISTERED

Notice Filings (1)

CA

Address

201 OCEAN AVENUE SUITE 1702P
SANTA MONICA, CA 90402
United States
Phone: (203) 554 8896