DFX Intelligence
RIA Intelligence
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SEC-registered adviser
E••• B•••• A•••• M••••••••• L••
Latest filing Apr 2, 2026
First filing on the tape Oct 18, 2022 · 9 filings
SEC status approved since Jun 27, 2024
RAUM
$125M
reported, Item 5.F
Discretionary
0.0%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
1
registered through the firm on IAPD
RAUM per advisor
$125M
derived; firm RAUM over IAPD count
Employees
3
1 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
9 filings and snapshots on the tape
RAUM$125M as of Apr 2, 2026
Mar 24, 2025$125M then
HNW client RAUM: no history
State-registered IARs (5.B.3)1 as of Apr 2, 2026
Mar 24, 20251 then
Employees (5.A)3 as of Apr 2, 2026
Mar 24, 20253 then
Private funds: no history
RAUM +0.0% over the last fiscal yearIARs 1 to 1
Practice profile
derived from the filing of Apr 2, 2026; every figure names its basis
Archetypes, each a printed rule
- Solo or small team · one advisor, or a wealth manager with up to three advisors and one office
- RAUM per advisor
- $125MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- unknownderivedHNW RAUM over HNW clients
- Average account
- $125MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 0.0%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 3.0derivedItem 5.A over advisors
- Advisors per office
- 1.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +0.0%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, fixed fees, performance-basedreportedItem 5.E
- Advisory activities
- portfolio management for businesses and institutionsreportedItem 5.G
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Other investment advisers$125M100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 1reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, fixed, performancereported
- Class basis
- private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
1 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| S••••••• N•• S••••• | Los Angeles, Ca | Nov 18, 2022 | 22 y | 0 |
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- S•••••• S•••••••• N•• · Managing Member/Chief Compliance Officercontrolsince 07/2020 · owns 75% or more
- S•••••• R••••••• M•••• · Founding Partner & Head Of Strategycontrolsince 08/2020 · owns less than 5%
Related persons
Schedule D 7.A
No related person reported.
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
ADV anomalies
2 against comparable advisers; where to look, not conclusions
- low discretionary shareStatic outlier · filing Apr 2, 2026discretionary share of RAUM of 0% against a peer median of 100% (1568 comparable advisers, 0.0th percentile, 33.7 robust deviations)peers: asset managers, $100M to $500M (1,568) · 0.0% percentile
- discretionary share shiftChange between filings · filing Apr 2, 2026discretionary share of RAUM moved from 100.0% to 0.0% between the annual amendments of 2025-03-24 and 2026-04-02peers: asset managers, $100M to $500M (1,568)
What changed
consecutive filings, newest first
- Discretionary RAUM · $125M to $0Mar 24, 2025 to Apr 2, 2026
- Non-discretionary RAUM · $0 to $125MMar 24, 2025 to Apr 2, 2026
- Financial planning clients · unset to Oct 7, 2024 to Mar 24, 2025
- Discretionary RAUM · $65.0M to $125MMay 24, 2023 to May 27, 2024
- RAUM · $65.0M to $125MMay 24, 2023 to May 27, 2024
- Accounts · 0 to 1Oct 18, 2022 to Mar 16, 2023
- Discretionary RAUM · $0 to $65.0MOct 18, 2022 to Mar 16, 2023
- RAUM · $0 to $65.0MOct 18, 2022 to Mar 16, 2023
Signals
2 dated events
- Andrew David Matteini (Founding Partner) no longer on Schedule A of E••• B•••• A•••• M••••••••• L•• (listed 2024-05-27, absent 2024-10-07)Oct 7, 2024 · Control person left · inference
- E••• B•••• A•••• M••••••••• L•• filed its initial SEC registration (Form ADV)Oct 18, 2022 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/eastbeachamreportedpublic record, Form ADV, Sep 21, 2026
- Website
- e•••••••••.comreportedpublic record, Form ADV, Sep 21, 2026
- Principal office phone
- 949-779-2590reportedpublic record, Form ADV, Apr 2, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Asset manager (funds and pooled vehicles)deriveda rule over Items 5.D and 7.A
- RAUM per advisor
- $125Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026