| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Beverly Hills Private Wealth Select Opportunities Fund | Venture Capital | $6M | $300K |
| Name | Title | Ownership | Since |
|---|---|---|---|
| IRA Harry Ravitz Control | Chief Compliance Officer & Managing Director | Under 5% | 2022 |
| Lisa Madeleine Westermark | Member | Under 5% | 2022 |
| Ravitz Family Trust Control | Member | 25-50% | 2022 |
Beverly Hills Private Wealth, LLC reports $782.5 million in regulatory assets under management on its Form ADV.
Beverly Hills Private Wealth, LLC manages 1 private funds with combined gross assets of $6 million.
Beverly Hills Private Wealth, LLC reports 10 employees.
Beverly Hills Private Wealth, LLC is based in Beverly Hills, CA and has been SEC-registered since 2022.
Beverly Hills Private Wealth, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 350 S. Beverly Drive, Suite 360, Beverly Hills, CA 90212 |
| Phone | 310-388-3800 |
| Office hours | 6 a.m. - 4 p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| CIK | 1965710 |
| Discloses disciplinary history | No |
| Discretionary | $782.5M |
| Non-discretionary | $0 |
| Total (RAUM) | $782.5M |