Investment adviser · CRD 331514
BEACON ADVISORS LLC
Investment adviser filing (IA)
CAPE ELIZABETH, ME, United States · Form ADV filed May 8, 2024
- Regulatory AUM
- $5M Form ADV · Item 5.F
- Client accounts
- 14 Accounts, not individual clients
- Employees
- 1 Reported in this filing
- Advisory professionals
- 1 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 14 | $5,000,000 | 100.0% |
Filing source
Form ADV 1874541 · May 8, 2024 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: May 8, 2024. View historical filings
Reported services
Financial planning · Individual portfolio management
Compensation
Percentage of assets
Principal office
449 MITCHELL RD.CAPE ELIZABETH, ME, 04107, United States
CRD 331514
Filing source
Form ADV 1874541 · May 8, 2024 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.