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OLD BEACH INVESTMENT ADVISORS, LLC
CRD 339424
2700 POST OAK BLVD., SUITE 1700, HOUSTON, TX, 77056, United States
Phone
713-416-1623
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$66.8M
Discretionary AUM
$66.8M
Team
3 total employees; 2 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-27
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 5 | $66.8M |
Official SEC filing: View on IAPD