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The fee is billed in advance and requires an account of at least $5,000,000.","source":"FORM ADV PART 2A, filed 19 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Beverly Hills Private Wealth use?","answer":"Beverly Hills Private Wealth’s separately managed account assets are held at Goldman Sachs & Co. LLC (New York, NY), with $904M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 19 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Beverly Hills Private Wealth have?","answer":"Beverly Hills Private Wealth has 6 investment adviser representatives registered with state securities authorities, out of 10 employees, and 6 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Beverly Hills Private Wealth invest in?","answer":"At the end of its last fiscal year, Beverly Hills Private Wealth’s separately managed accounts held 54% exchange-traded equities, 10% U.S. government and agency bonds, 10% registered funds (mutual funds, ETFs, BDCs), 8% state and local bonds, 6% non-exchange-traded equities, 6% investment grade corporate bonds and 6% cash and equivalents.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Does Beverly Hills Private Wealth have a minimum investment?","answer":"Yes, Beverly Hills Private Wealth’s minimum account size for its Comprehensive Portfolio Management is $5M.","source":"FORM ADV PART 2A, filed 19 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Who owns Beverly Hills Private Wealth?","answer":"Beverly Hills Private Wealth’s direct owners are Ravitz Family Trust (25% to 50%), Scott M. 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Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}