13F-HR: Beverly Hills Private Wealth, LLC
| Field | Detail |
|---|---|
| Company | Beverly Hills Private Wealth, LLC |
| Form Type | 13F-HR |
| Filed Date | Nov 10, 2025 |
| Risk Level | low |
| Pages | 2 |
| Reading Time | 2 min |
| Sentiment | neutral |
Sentiment: neutral
Topics: 13f-hr
AI Summary
13F-HR filing by Beverly Hills Private Wealth, LLC.
Risk Assessment
Risk Level: low
FAQ
What type of filing is this?
This is a 13F-HR filing submitted by Beverly Hills Private Wealth, LLC to the SEC on Nov 10, 2025.
What is the risk level of this 13F-HR filing?
This filing has been assessed as low risk.
How long is this filing?
Beverly Hills Private Wealth, LLC's 13F-HR filing is 2 pages with approximately 556 words. Estimated reading time is 2 minutes.
Where can I view the full 13F-HR filing?
The complete filing is available on SEC EDGAR. You can also read the AI-decoded analysis with risk assessment and key highlights on ReadTheFiling.
Filing Stats: 556 words · 2 min read · ~2 pages · Grade level 12.2 · Accepted 2025-11-07 18:44:35
Filing Documents
- primary_doc.html (13F-HR)
- primary_doc.xml (13F-HR) — 9KB
- infotable.html (INFORMATION TABLE)
- infotable.xml (INFORMATION TABLE) — 499KB
- 0001085146-25-005976.txt ( ) — 509KB
From the Filing
SEC FORM 13F-HR The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. The reader should not assume that the information is accurate and complete. UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F COVER PAGE OMB APPROVAL OMB Number: 3235-0006 Estimated average burden hours per response: 23.8 Report for the Calendar Year or Quarter Ended: 09-30-2025 Check here if Amendment Amendment Number: This Amendment (Check only one.): is a restatement. adds new holdings entries. Institutional Investment Manager Filing this Report: Name: Beverly Hills Private Wealth, LLC Address: 350 S. BEVERLY DRIVE SUITE 360 BEVERLY HILLS , CA 90212 Form 13F File Number: 028-22944 CRD Number (if applicable): The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form. Person Signing this Report on Behalf of Reporting Manager: Name: Ira Ravitz Title: Chief Compliance Officer Phone: 310-388-3800 Signature, Place, and Date of Signing: /s/Ira Ravitz Beverly Hills , CA 11-07-2025 [Signature] [City, State] [Date] Report Type (Check only one.): X 13F HOLDINGS REPORT. (Check here if all holdings of this reporting manager are reported in this report.) 13F NOTICE. (Check here if no holdings reported are in this report, and all holdings are reported by other reporting manager(s).) 13F COMBINATION REPORT. (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).) Form 13F Summary Page Report Summary: Number of Other Included Managers: 21 Form 13F Information Table Entry Total: 1,004 Form 13F Information Table Value Total: 566,797,467 (round to nearest dollar) List of Other Included Managers: Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report. [If there are no entries in this list, state “NONE” and omit the column headings and list entries.] No. Name Form 13F File No. CRD No. (if applicable) SEC File No. (if applicable) CIK 1 BLACKROCK ADVISORS LLC 028-04295 000106614 801-47710 10 Lazard Asset Management LLC 000122836 801-61701 11 Dorsey, Wright & Associates, LLC 000104925 801-29045 12 NEUBERGER BERMAN BD LLC 000002908 801-3908 13 Nuveen Asset Management, LLC 028-14498 000155584 801-71957 14 RENAISSANCE GROUP LLC 028-04884 000105916 801-50177 15 SCHAFER CULLEN CAPITAL MANAGEMENT INC 028-04691 000105799 801-18407 16 PRICE T ROWE ASSOCIATES INC /MD/ 000105496 801-856 17 TCW Investment Management Company LLC 000106546 801-29075 18 The London Company of Virginia, LLC 000106654 801-46604 19 VANGUARD GROUP INC 000105958 801-11953 2 CLEARBRIDGE, LLC 028-01701 000110619 801-18115 20 Winslow Capital Management, LLC 028-03676 000106940 801-41316 21 Equalis Financial 3 EARNEST PARTNERS LLC 028-05269 000107926 801-56189 4 NEW YORK LIFE INVESTMENT MANAGEMENT LLC 000109591 801-57396 5 FEDERATED INVESTMENT COUNSELING 028-01454 000105325 801-34611 6 Invesco Advisers, Inc. 000105360 801-33949 7 JP MORGAN INVESTMENT MANAGEMENT INC /ADV 000107038 801-21011 8 JANUS HENDERSON INVESTORS US LLC 028-01343 000104652 801-13991 9 JOHN HANCOCK INVESTMENT MANAGEMENT LLC 000105790 801-8124