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Beach Investment Counsel Inc

CRD 107615SEC# 801-53638West Conshohocken, PA
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No longer SEC-registered. Beach Investment Counsel Inc appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Ranks #2,722 of 5,911 private fund managers by regulatory AUM.
Reg. AUM
$981.7M
Fund GAV
$46M
Private funds
1
Employees
10
Accounts
81
Location
West Conshohocken, PA

Beach Investment Counsel Inc assets under management

Beach Investment Counsel Inc is a registered investment adviser overseen by the SEC based in West Conshohocken, PA. It reports $981.7 million in regulatory assets under management and employs 10 people. Beach Investment Counsel Inc manages 1 private fund with combined gross assets of $46 million, including Mill Creek Investment Partners, LP. By regulatory assets, it ranks 2,722 of 5,911 private fund managers.

Beach Investment Counsel Inc private funds

1 funds · $46M GAV
FundTypeGross assetsMin.
Mill Creek Investment Partners, LPHedge$46M$1M

Beach Investment Counsel Inc owners & executives

4 reported
NameTitleOwnershipSince
Cheri Ann Bonvardo ControlChief Compliance OfficerUnder 5%2013
Keith Slater Jennings ControlManaging DirectorUnder 5%2002
Thomas Earl Beach ControlManaging Director25-50%1995
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Frequently asked questions

How much does Beach Investment Counsel Inc manage?

Beach Investment Counsel Inc reports $981.7 million in regulatory assets under management on its Form ADV.

How many private funds does Beach Investment Counsel Inc manage?

Beach Investment Counsel Inc manages 1 private funds with combined gross assets of $46 million.

How many employees does Beach Investment Counsel Inc have?

Beach Investment Counsel Inc reports 10 employees.

Where is Beach Investment Counsel Inc located?

Beach Investment Counsel Inc is based in West Conshohocken, PA.

Does Beach Investment Counsel Inc disclose fund performance?

Beach Investment Counsel Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address300 Barr Harbor Drive, Suite 220, West Conshohocken, PA 19428
Office hours9:00a.m. - 5:00p.m.
Discloses disciplinary historyNo

Assets under management

Discretionary$981.7M
Non-discretionary$0
Total (RAUM)$981.7M

Service providers