BEVERLY HILLS PRIVATE WEALTH, LLC
CRD #321132 SEC #801-126697 BEVERLY HILLS, CA 310-388-3800
SEC Registered Private Funds
Total AUM
$782.5M
Discretionary
$782.5M
Employees
10
Clients
0
Accounts
1,079
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 21, 2025
- Branch Offices
- 0
- LEI
- 0028973570
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| HAMELIN, ANDREW, WILLIAM | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| RAVITZ, IRA, HARRY | I | CHIEF COMPLIANCE OFFICER & MANAGING DIRECTOR | NA | Control |
| RAVITZ, IRA, HARRY | I | CHIEF COMPLIANCE OFFICER & MANAGING DIRECTOR | NA | Control |
| RAVITZ, IRA, HARRY | I | CHIEF COMPLIANCE OFFICER & MANAGING DIRECTOR | NA | Control |
| RAVITZ, IRA, HARRY | I | CHIEF COMPLIANCE OFFICER & MANAGING DIRECTOR | NA | Control |
| RAVITZ, IRA, HARRY | I | CHIEF COMPLIANCE OFFICER & MANAGING DIRECTOR | NA | Control |
| RAVITZ, IRA, HARRY | I | CHIEF COMPLIANCE OFFICER & MANAGING DIRECTOR | NA | Control |
| RAVITZ, IRA, HARRY | I | CHIEF COMPLIANCE OFFICER & MANAGING DIRECTOR | NA | Control |
| RAVITZ, IRA, HARRY | I | CHIEF COMPLIANCE OFFICER & MANAGING DIRECTOR | NA | Control |
| RAVITZ, IRA, HARRY | I | CHIEF COMPLIANCE OFFICER & MANAGING DIRECTOR | NA | Control |
| RAVITZ, IRA, HARRY | I | CHIEF COMPLIANCE OFFICER & MANAGING DIRECTOR | NA | Control |
| SANDRA ZAHN-ORECK GENERATION-SKIPPING TRUST | DE | MEMBER | NA | |
| SANDRA ZAHN-ORECK GENERATION-SKIPPING TRUST | DE | MEMBER | NA | |
| SANDRA ZAHN-ORECK GENERATION-SKIPPING TRUST | DE | MEMBER | NA | |
| SANDRA ZAHN-ORECK GENERATION-SKIPPING TRUST | DE | MEMBER | NA | |
| SANDRA ZAHN-ORECK GENERATION-SKIPPING TRUST | DE | MEMBER | NA | |
| SANDRA ZAHN-ORECK GENERATION-SKIPPING TRUST | DE | MEMBER | NA | |
| SANDRA ZAHN-ORECK GENERATION-SKIPPING TRUST | DE | MEMBER | NA | |
| SANDRA ZAHN-ORECK GENERATION-SKIPPING TRUST | DE | MEMBER | NA | |
| SANDRA ZAHN-ORECK GENERATION-SKIPPING TRUST | DE | MEMBER | NA | |
| SANDRA ZAHN-ORECK GENERATION-SKIPPING TRUST | DE | MEMBER | NA | |
| SHAGRIN, SCOTT, MARSHALL | I | MANAGING DIRECTOR | NA | Control |
| SHAGRIN, SCOTT, MARSHALL | I | MANAGING DIRECTOR | NA | Control |
| SHAGRIN, SCOTT, MARSHALL | I | MANAGING DIRECTOR | NA | Control |
| SHAGRIN, SCOTT, MARSHALL | I | MANAGING DIRECTOR | NA | Control |
| SHAGRIN, SCOTT, MARSHALL | I | MANAGING DIRECTOR | NA | Control |
| SHAGRIN, SCOTT, MARSHALL | I | MANAGING DIRECTOR | NA | Control |
| SHAGRIN, SCOTT, MARSHALL | I | MANAGING DIRECTOR | NA | Control |
| SHAGRIN, SCOTT, MARSHALL | I | MANAGING DIRECTOR | NA | Control |
| SHAGRIN, SCOTT, MARSHALL | I | MANAGING DIRECTOR | NA | Control |
| SHAGRIN, SCOTT, MARSHALL | I | MANAGING DIRECTOR | NA | Control |
| WEINER, LISA, MADELEINE | I | MEMBER | NA | |
| WEINER, LISA, MADELEINE | I | MEMBER | NA | |
| WEINER, LISA, MADELEINE | I | MEMBER | NA | |
| WEINER, LISA, MADELEINE | I | MEMBER | NA | |
| WEINER, LISA, MADELEINE | I | MEMBER | NA | |
| WEINER, LISA, MADELEINE | I | MEMBER | NA | |
| WEINER, LISA, MADELEINE | I | MEMBER | NA | |
| WESTERMARK, LISA, MADELEINE | I | MEMBER | NA | |
| WESTERMARK, LISA, MADELEINE | I | MEMBER | NA | |
| WESTERMARK, LISA, MADELEINE | I | MEMBER | NA | |
| BEVERLY HILLS HOLDING COMPANY, LLC | DE | OWNER | E | Control |
| SCOTT M. SHAGRIN SEPARATE PROPERTY TRUST | DE | MEMBER | D | Control |
| SCOTT M. SHAGRIN SEPARATE PROPERTY TRUST | DE | MEMBER | D | Control |
| SCOTT M. SHAGRIN SEPARATE PROPERTY TRUST | DE | MEMBER | D | Control |
| SCOTT M. SHAGRIN SEPARATE PROPERTY TRUST | DE | MEMBER | D | Control |
| SCOTT M. SHAGRIN SEPARATE PROPERTY TRUST | DE | MEMBER | D | Control |
| SCOTT M. SHAGRIN SEPARATE PROPERTY TRUST | DE | MEMBER | D | Control |
| SCOTT M. SHAGRIN SEPARATE PROPERTY TRUST | DE | MEMBER | D | Control |
| SCOTT M. SHAGRIN SEPARATE PROPERTY TRUST | DE | MEMBER | D | Control |
| SCOTT M. SHAGRIN SEPARATE PROPERTY TRUST | DE | MEMBER | D | Control |
| SCOTT M. SHAGRIN SEPARATE PROPERTY TRUST | DE | MEMBER | D | Control |
| RAVITZ FAMILY TRUST | DE | MEMBER | C | Control |
| RAVITZ FAMILY TRUST | DE | MEMBER | C | Control |
| RAVITZ FAMILY TRUST | DE | MEMBER | C | Control |
| RAVITZ FAMILY TRUST | DE | MEMBER | C | Control |
| RAVITZ FAMILY TRUST | DE | MEMBER | C | Control |
| RAVITZ FAMILY TRUST | DE | MEMBER | C | Control |
| RAVITZ FAMILY TRUST | DE | MEMBER | C | Control |
| RAVITZ FAMILY TRUST | DE | MEMBER | C | Control |
| RAVITZ FAMILY TRUST | DE | MEMBER | C | Control |
| RAVITZ FAMILY TRUST | DE | MEMBER | C | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| RAVITZ, IRA, HARRY | I | RAVITZ FAMILY TRUST | F | Control |
| RAVITZ, IRA, HARRY | I | RAVITZ FAMILY TRUST | F | Control |
| RAVITZ, IRA, HARRY | I | RAVITZ FAMILY TRUST | F | Control |
| RAVITZ, IRA, HARRY | I | RAVITZ FAMILY TRUST | F | Control |
| RAVITZ, IRA, HARRY | I | RAVITZ FAMILY TRUST | F | Control |
| RAVITZ, IRA, HARRY | I | RAVITZ FAMILY TRUST | F | Control |
| RAVITZ, IRA, HARRY | I | RAVITZ FAMILY TRUST | F | Control |
| RAVITZ, IRA, HARRY | I | RAVITZ FAMILY TRUST | F | Control |
| RAVITZ, IRA, HARRY | I | RAVITZ FAMILY TRUST | F | Control |
| SHAGRIN, SCOTT, MARSHALL | I | SCOTT M. SHAGRIN SEPARATE PROPERTY TRUST | F | Control |
| SHAGRIN, SCOTT, MARSHALL | I | SANDRA ZAHN-ORECK GENERATION-SKIPPING TRUST | F | Control |
| SHAGRIN, SCOTT, MARSHALL | I | SCOTT M. SHAGRIN SEPARATE PROPERTY TRUST | F | Control |
| SHAGRIN, SCOTT, MARSHALL | I | SANDRA ZAHN-ORECK GENERATION-SKIPPING TRUST | F | Control |
| SHAGRIN, SCOTT, MARSHALL | I | SCOTT M. SHAGRIN SEPARATE PROPERTY TRUST | F | Control |
| SHAGRIN, SCOTT, MARSHALL | I | SANDRA ZAHN-ORECK GENERATION-SKIPPING TRUST | F | Control |
| SHAGRIN, SCOTT, MARSHALL | I | SCOTT M. SHAGRIN SEPARATE PROPERTY TRUST | F | Control |
| SHAGRIN, SCOTT, MARSHALL | I | SANDRA ZAHN-ORECK GENERATION-SKIPPING TRUST | F | Control |
| SHAGRIN, SCOTT, MARSHALL | I | SCOTT M. SHAGRIN SEPARATE PROPERTY TRUST | F | Control |
| SHAGRIN, SCOTT, MARSHALL | I | SANDRA ZAHN-ORECK GENERATION-SKIPPING TRUST | F | Control |
| SHAGRIN, SCOTT, MARSHALL | I | SCOTT M. SHAGRIN SEPARATE PROPERTY TRUST | F | Control |
| SHAGRIN, SCOTT, MARSHALL | I | SANDRA ZAHN-ORECK GENERATION-SKIPPING TRUST | F | Control |
| SHAGRIN, SCOTT, MARSHALL | I | SCOTT M. SHAGRIN SEPARATE PROPERTY TRUST | F | Control |
| SHAGRIN, SCOTT, MARSHALL | I | SANDRA ZAHN-ORECK GENERATION-SKIPPING TRUST | F | Control |
| SHAGRIN, SCOTT, MARSHALL | I | SCOTT M. SHAGRIN SEPARATE PROPERTY TRUST | F | Control |
| SHAGRIN, SCOTT, MARSHALL | I | SANDRA ZAHN-ORECK GENERATION-SKIPPING TRUST | F | Control |
| SHAGRIN, SCOTT, MARSHALL | I | SCOTT M. SHAGRIN SEPARATE PROPERTY TRUST | F | Control |
| SHAGRIN, SCOTT, MARSHALL | I | SANDRA ZAHN-ORECK GENERATION-SKIPPING TRUST | F | Control |
Registrations
Federal
IA
Mar 21, 2025 REGISTERED
Notice Filings (7)
AZ CA FL LA NH NY TX
Address
350 S. BEVERLY DRIVESUITE 360
BEVERLY HILLS, CA 90212
United States
Phone: 310-388-3800