Key facts
- BEACON POINTE ADVISORS, LLC is a other based in NEWPORT BEACH, CA.
- BEACON POINTE ADVISORS, LLC 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.
Free account
See the whole book
- ·Watchlist + alerts for BEACON POINTE ADVISORS, LLC's activity
Create free account
No card required
Portfolio
Portfolio — not yet on record
No portfolio companies for BEACON POINTE ADVISORS, LLC are on record yet. Positions surface from round participations, filings, and coverage.
Pro members can request priority coverage with a 48-hour turnaround.
Frequently asked
- What is BEACON POINTE ADVISORS, LLC's AUM?
- BEACON POINTE ADVISORS, LLC manages approximately $93.2M in assets.