The Beach Company

Evidence PackPROIndependent

Real Estate

AUM

$75M

Ownership

independent

Stakeability

32 / VERY LOW

Priority

Tier

Employees

The Beach Company is an independent real estate investment firm specializing in high-quality residential and commercial properties.

SEC RegisteredFund PerformanceBDC ExposureTeam DataILS Deals

Coverage

42%

Adaptive profile: standard

Signals present

5/12

SEC / ADVFund Performance(11)BDC Exposure(6)13F Holders(0)Team(30)ILS Deals(6)Regulatory(0)Legal(0)Lobbying(0)Hiring(0)News(0)GP Stakes Deals(0)

Data Freshness

Recent Changes

Stakeability Breakdown

32 / 100

Fund PerformanceAUM growth and fundraising track record

Team StabilityLeadership continuity and key person risk

Market PositionBrand strength and competitive positioning

Succession ReadinessNext-gen leadership and governance structure

Transaction FeasibilityLikelihood of a stake transaction

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IC Risk Memo

PRO

Investment committee-ready memo with risk analysis and recommendation

Click "Generate Memo" to create an IC-ready analysis

Includes risk factors, citations, and recommendation

CRD Number

160523

SEC File Number

801-73686

Registration Type

Registered

Filing Date

May 27, 2025

Employee Count

N/A

Discretionary AUM

$12.1B

Private Funds

119

PE Funds

119

VC Funds

N/A

RE Funds

N/A

Hedge Funds

N/A

Gross Assets (Private)

$12.4B

Source: SEC IAPD