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CRD 112322
NAPLES, FL
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Fund | Type | Reported GAV | As of | Owners | First reported | Status | Form D file |
|---|---|---|---|---|---|---|---|
| BBH WEALTH STRATEGIES, LLC - REMS GROUP SERIES | Hedge Fund | $181M | Nov 7, 2018 | 426 | Sep 22, 2016 | dropped | 021-230014 |
| REMS REAL ESTATE RECOVERY FUND, LP | Real Estate Fund | $5.5M | Mar 13, 2014 | 16 | Mar 7, 2012 | dropped | n/a |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| BEACH INVESTMENT MANAGEMENT LLC. | Member | C | yes | 05/2002 | Mar 7, 2012 | Apr 21, 2021 |
| BEACH, THOMAS, EARL | MANAGING MEMBER | C | yes | 01/1998 | Mar 7, 2012 | Apr 21, 2021 |
| BEACH, WALTER, THOMAS | MANAGING MEMBER | E | yes | 01/1998 | Mar 7, 2012 | Apr 21, 2021 |
| TURVILLE, EDWARD, WRIGHT | CHAIRMAN AND MANAGING DIRECTOR | C | yes | 03/2002 | Mar 7, 2012 | Apr 21, 2021 |
| WEBSTER, JOHN, E. | PRESIDENT; MEMBER | B | yes | 05/2002 | Mar 7, 2012 | Apr 21, 2021 |
| ZAPALSKI, TANIA | CHIEF COMPLIANCE OFFICER AND CHIEF FINANCIAL OFFICER | Na | yes | 01/2021 | Mar 19, 2021 | Apr 21, 2021 |
| SHELLY, MICHAEL, HAIGHT | Member | A | no | 05/2002 | Mar 7, 2012 | Apr 21, 2021 |
| WHITAKER, JOHN, S. | Member | A | no | 05/2002 | Mar 7, 2012 | Apr 21, 2021 |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2020 | Mar 19, 2021 | $218M | $218M | 4 | 4 | 0 | n/a | n/a |
| 2019 | Feb 20, 2020 | $518M | $356M | 8 | 5 | 1 | n/a | n/a |
| 2018 | Feb 14, 2019 | $348M | $348M | 12 | 7 | 1 | n/a | n/a |
| 2017 | Mar 6, 2018 | $747M | $747M | 11 | 6 | 1 | 1 | $181M |
| 2016 | Mar 16, 2017 | $814M | $814M | 12 | 6 | n/a | 1 | $181M |
| 2015 | Mar 3, 2016 | $884M | $884M | 12 | 6 | n/a | n/a | n/a |
| 2014 | Mar 3, 2015 | $988M | $849M | 10 | 5 | n/a | n/a | n/a |
| 2013 | Mar 13, 2014 | $741M | $638M | 9 | 7 | n/a | 1 | $5.5M |
| 2012 | Mar 15, 2013 | $638M | $546M | 9 | 7 | n/a | 1 | $5.5M |
| 2011 | Mar 7, 2012 | $590M | $497M | n/a | n/a | n/a | 1 | $5.5M |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2020 | $218M | $518M | -58.0% | $747M | -33.7% | 4 | 8 | 0 | 1 |