Key facts
- BEACON TRUST is a other based in MORRISTOWN, NJ.
- BEACON TRUST reports $13.3M in regulatory assets under management, per its SEC Form ADV (2026-03).
Registered with the SEC
Form ADV · 2026-03 · CRD 226547- Regulatory AUM
- $13.3M
- Private fund assets
- —
- Private funds
- —
- Staff
- 51
- Registered office
- MORRISTOWN, NJ
- SEC status
- Approved
Reports custody of client assets.
Source: SEC Investment Adviser Public Disclosure, Form ADV (registered as BEACON INVESTMENT ADVISORY SERVICES, INC.).
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Portfolio
Portfolio — not yet on record
No portfolio companies for BEACON TRUST are on record yet. Positions surface from round participations, filings, and coverage.
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Frequently asked
- What is BEACON TRUST's AUM?
- BEACON TRUST manages approximately $13.3M in assets.