Key facts
- Beacon Pointe Advisors is a other based in Newport Beach, California.
- The team roster lists 187 people.
- Beacon Pointe Advisors reports $93.2M in regulatory assets under management across 5 private funds, per its SEC Form ADV (2026-04).
Registered with the SEC
Form ADV · 2026-04 · CRD 119290- Regulatory AUM
- $93.2M
- Private fund assets
- $109.8M
- Private funds
- 5 · 2 real estate, 3 other
- Staff
- 780
- Registered office
- NEWPORT BEACH, CA
- SEC status
- Approved
Reports custody of client assets.
Source: SEC Investment Adviser Public Disclosure, Form ADV (registered as BEACON POINTE ADVISORS, LLC).
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Portfolio
Portfolio — not yet on record
No portfolio companies for Beacon Pointe Advisors are on record yet. Positions surface from round participations, filings, and coverage.
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Team
187 people on record — 187 with verified contacts
Partners, principals, and the people who answer a pitch. Pro members reveal contacts with credits.
Frequently asked
- What is Beacon Pointe Advisors's AUM?
- Beacon Pointe Advisors manages approximately $31K in assets.