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RIA / WealthRegistered adviserformer SEC adviserleft the SEC rosterRAUM 100m 1b

BEACH INVESTMENT COUNSEL, INC

BEACH INVESTMENT COUNSEL INC, CRD 107615

WEST CONSHOHOCKEN, PA

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Search this name across graphsid dfx:ria:cad0bc93-2c1e-2d53-8812-9752767b6286

Data as of Mar 7, 2025 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:44 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 2
On other graphs: 1
Observed: Apr 2, 2012 to Mar 7, 2025
22 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Family Officesidentity

record 06a266c7

shared cik

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $982MItem 5.F on the latest filing (2025-03-07); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $982M
Private client RAUM: $764MderivedItem 5.D individuals plus high net worth individuals
Private client share: 78%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 10
Advisory employees: 6
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 81
Individual clients: 0
High net worth clients: 71
Private funds: 1Schedule D 7.B(1)
Custody, client assets: $116M
SEC number: 801-53638
CIK: 1058800
CRD: 107615
Filings on the tape: 22
First filed: Apr 2, 2012
Latest filed: Mar 7, 2025
Organised: Corporation, PA

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
MILL CREEK INVESTMENT PARTNERS, LP	Hedge Fund	$55.5M	Feb 7, 2024	50	Apr 2, 2012	reported	021-48850

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
BEACH, THOMAS, EARL	MANAGING DIRECTOR	C	yes	01/1995	Apr 2, 2012	Feb 7, 2024
BEACH, WALTER, THOMAS	MANAGING DIRECTOR	E	yes	12/1997	Apr 2, 2012	Feb 7, 2024
BONVARDO, CHERI, ANN	CHIEF COMPLIANCE OFFICER	Na	yes	03/2013	Mar 28, 2013	Feb 7, 2024
JENNINGS, KEITH, SLATER	MANAGING DIRECTOR	Na	yes	06/2002	Apr 2, 2012	Feb 7, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2024	Mar 7, 2025	$982M	$982M	10	6	0	1	n/a
2023	Feb 7, 2024	$985M	$985M	10	6	0	1	$55.5M
2022	Feb 10, 2023	$1.0B	$1.0B	10	6	0	1	$62.9M
2021	Feb 8, 2022	$1.5B	$1.5B	9	5	0	1	$62.9M
2020	Feb 15, 2021	$1.3B	$1.3B	12	5	0	1	$59.4M
2019	Jan 29, 2020	$1.4B	$1.4B	12	4	0	1	$54.8M
2018	Feb 12, 2019	$1.1B	$1.1B	12	4	0	n/a	n/a
2017	Mar 5, 2018	$1.3B	$1.3B	9	4	0	n/a	n/a
2016	Feb 9, 2017	$1.2B	$1.2B	9	4	n/a	n/a	n/a
2015	Jan 29, 2016	$1.4B	$1.4B	9	4	n/a	n/a	n/a
2014	Mar 31, 2015	$1.6B	$1.6B	9	4	n/a	n/a	n/a
2013	Mar 6, 2014	$143B	$143B	10	4	n/a	n/a	n/a
2012	Mar 26, 2013	$1.2B	$1.2B	8	6	n/a	n/a	n/a
2011	Apr 2, 2012	$1.0B	$1.0B	n/a	n/a	n/a	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2024	$982M	$985M	-0.4%	$1.5B	-13.0%	10	10	0	0

Relationships

Advises (1)

→ MILL CREEK INVESTMENT PARTNERS, LPPrivate fundHedge Fund, IA
Apr 2, 2012 to presentfactForm ADV

Affiliated with (1)

← BEACH INVESTMENT MANAGEMENT LLC.Registered adviserother investment adviser, common control
factForm ADV

Controls (4)

← BEACH, THOMAS, EARLOwnerMANAGING DIRECTOR, ownership code C, individual
Apr 2, 2012 to Feb 7, 2024factForm ADV
← JENNINGS, KEITH, SLATEROwnerMANAGING DIRECTOR, ownership code NA, individual
Apr 2, 2012 to Feb 7, 2024factForm ADV
← BEACH, WALTER, THOMASOwnerMANAGING DIRECTOR, ownership code E, individual
Apr 2, 2012 to Feb 7, 2024factForm ADV
← BONVARDO, CHERI, ANNOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Mar 28, 2013 to Feb 7, 2024factForm ADV

Dated events

Occurred
Jun 2, 2025
Left the SEC roster
Beach Investment Counsel, Inc no longer on the SEC adviser roster (last listed 2025-05-02, RAUM $981.7M)
Form ADVobserved 6 days ago
$982M
Occurred
Feb 10, 2023
Regulatory AUM changed
Beach Investment Counsel, Inc reported RAUM $1.0B, down 31% from $1.5B (2022-02-08 to 2023-02-10)
Form ADVobserved 6 days ago
$-467M

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:cad0bc93-2c1e-2d53-8812-9752767b6286
First observed: Apr 2, 2012
Last observed: Mar 7, 2025 18 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

BEACH INVESTMENT COUNSEL, INC

BEACH INVESTMENT COUNSEL INC, CRD 107615

WEST CONSHOHOCKEN, PA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:cad0bc93-2c1e-2d53-8812-9752767b6286

Data as of Mar 7, 2025 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:44 PM UTC and rebuilt at most every 15 minutes.

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

MILL CREEK INVESTMENT PARTNERS, LP

Hedge Fund

$55.5M

Feb 7, 2024

Apr 2, 2012

reported

021-48850

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BEACH, THOMAS, EARL

MANAGING DIRECTOR

yes

01/1995

Apr 2, 2012

Feb 7, 2024

BEACH, WALTER, THOMAS

MANAGING DIRECTOR

yes

12/1997

Apr 2, 2012

Feb 7, 2024

BONVARDO, CHERI, ANN

CHIEF COMPLIANCE OFFICER

yes

03/2013

Mar 28, 2013

Feb 7, 2024

JENNINGS, KEITH, SLATER

MANAGING DIRECTOR

yes

06/2002

Apr 2, 2012

Feb 7, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2024

Mar 7, 2025

$982M

n/a

2023

Feb 7, 2024

$985M

$55.5M

2022

Feb 10, 2023

$1.0B

$62.9M

2021

Feb 8, 2022

$1.5B

$62.9M

2020

Feb 15, 2021

$1.3B

$59.4M

2019

Jan 29, 2020

$1.4B

$54.8M

2018

Feb 12, 2019

$1.1B

n/a

2017

Mar 5, 2018

$1.3B

n/a

2016

Feb 9, 2017

$1.2B

n/a

2015

Jan 29, 2016

$1.4B

n/a

2014

Mar 31, 2015

$1.6B

n/a

2013

Mar 6, 2014

$143B

n/a

2012

Mar 26, 2013

$1.2B

n/a

2011

Apr 2, 2012

$1.0B

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2024

$982M

$985M

-0.4%

$1.5B

-13.0%