Key facts
- Status: Privately Held (backing).
Leadership
- Brian McGannExecutive Managing Director & Head of Investment Strategy
- John LongoChief Investment Officer
- Christopher PerrineSenior Vice President and Portfolio Implementation Manager
- Christopher ShagawatSenior Vice President & Portfolio Manager
- ·Watchlist + deal alerts for Beacon Trust
- ·The full record, as it builds
Funding rounds
No funding rounds for Beacon Trust are on record yet — either the company hasn't raised institutional capital, or the raise hasn't surfaced in our sources.
About Beacon Trust
Provider of wealth management services intended to guide through changing market conditions. The company offers investment management, financial planning, estate administration, private banking, tax advisory and preparation, estate planning, and custodial services, enabling clients to meet financial objectives while maintaining diversity, flexibility, and nimbleness.
- Sector
- Financial Services
- HQ
- Morristown, NJ, United States
- Employees
- 28
- Website
- beacontrust.com/
- Ownership
- Privately Held (backing)
Beacon Trust doesn't have a composite mark yet — a PA Mark is published once enough pricing inputs exist (trade prints, fund marks, round prices). The rest of the record below builds toward it.
Recorded secondary trades
No secondary trades in Beacon Trust shares have been recorded yet. When a print lands — third-party, direct report, or platform — it appears here with structure, source, and price.
Institutional fund marks
No SEC-registered fund has reported a fair-value mark on Beacon Trust in its N-PORT filings yet. We sweep new filings monthly.