Beach Investment Counsel Inc
CRD 107615SEC# 801-53638West Conshohocken, PA
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 #3,024 of 6,004 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 3,024 of 6,004 private fund managers.
Beach Investment Counsel Inc private funds
1 funds · $46M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Mill Creek Investment Partners, LP | Hedge | $46M | $1M |
Beach Investment Counsel Inc owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Cheri Ann Bonvardo Control | Chief Compliance Officer | Under 5% | 2013 |
| Keith Slater Jennings Control | Managing Director | Under 5% | 2002 |
| Thomas Earl Beach Control | Managing Director | 25-50% | 1995 |
See all 4 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently 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
| Address | 300 Barr Harbor Drive, Suite 220, West Conshohocken, PA 19428 |
| Office hours | 9:00a.m. - 5:00p.m. |
| Discloses disciplinary history | No |
Regulatory AUM
$981.7MNo change
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 33%
Larger than 67% of 16,271 advisers
AUM vs fund managersTop 50%
Larger than 50% of 6,004 private-fund managers
Number of fundsTop 76%
More funds than 24% of fund managers
EmployeesTop 40%
More than 60% of 16,825 advisers
Assets under management
$981.7Mregulatory AUM
Discretionary $981.7M
Service providers
Auditor
Prime broker
Custodian
Administrator