BEACON CAPITAL, LLC
Company Profile
| AUM* | 339,497,238 62% |
| of that, discretionary | 338,665,892 61% |
| Number of Employees | 6 |
| of those in investment advisory functions | 6 |
| Private Fund GAV* | 0 |
| Avg Account Size | 308,354 47% |
| High Net Worth | 7.65% 19% |
| SMA’s | Yes |
| Private Funds | 0 |
Adviser Type
- Large advisory firm
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
- Corporations or other businesses not listed above
Advisory Activities
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Pension consulting services
- Selection of other advisers
Compensation Arrangments
- A percentage of assets under your management
Disclosure Reporting
| 11.A(1) | Convicted of felony (past 10 yrs) |
| 11.A(2) | Charged with felony |
| 11.B(1) | Convicted of investment-related misdemeanor |
| 11.B(2) | Charged with misdemeanor |
| 11.E(1) | SRO found false statement |
| 11.E(2) | SRO found rule violation |
| 11.E(4) | SRO disciplined (expelled/suspended/barred) |
Recent News
Reported AUM
278M
239M
199M
159M
119M
80M
40M
2021
2022
2023
2024
2025
2026
Private Funds
No private funds