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Carbon Beach Asset Management, LLC (Santa Monica)


Carbon Beach Asset Management, LLC is an investment adviser to an investment company based in Santa Monica. It manages $7.54 million of regulatory assets for 11 client accounts. It has been registered with the SEC as an adviser since 2015 and has operated in the jurisdiction of California.

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Carbon Beach Asset Management provides portfolio management for individuals and small businesses and portfolio management for investment companies. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Carbon Beach Asset Management: assets under management

The assets under management (AUM) of Carbon Beach Asset Management, LLC is $7.54 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 101% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $7.54 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $685.27 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Carbon Beach Asset Management, LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Santa Monica

The principal office where Carbon Beach Asset Management, LLC performs its advisory services is located at 201 Ocean Avenue Suite 1702 P, Santa Monica, CA 90402, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number (203) 554 8896. The normal business hours are 8am - 5pm on Monday - Friday. You can find more information about the New York firm at carbonbeacham.com.


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