Investment adviser · CRD 119290

BEACON POINTE ADVISORS, LLC

Investment adviser filing (IA)

NEWPORT BEACH, CA, United States · Form ADV filed Aug 31, 2026

Regulatory AUM: $54.9B
Client accounts: 29,892
Employees: 780
Advisory professionals: 440

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
High-net-worth individuals	11,482	$43,045,034,517	78.4%
Individuals	18,083	$6,090,549,328	11.1%
Charities	156	$3,360,542,422	6.1%
Investment companies	1	$984,103,718	1.8%
Insurance companies	8	$595,270,884	1.1%
Retirement plans	55	$357,098,209	0.7%
Corporations & businesses	135	$309,251,543	0.6%
Pooled investment vehicles	7	$109,776,081	0.2%
Government entities	Fewer than 5	$12,432,223	0.0%
Banks & thrifts	Fewer than 5	$8,475,789	0.0%

Filing source

Form ADV 2128369 · Aug 31, 2026 · 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

6 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

BP CREDIT OPPORTUNITIES FUND, L.P.Other Private Fund · Last reported Aug 31, 2026$41.3MGross asset value

Form D fundraising filings

BP Credit Opportunities Fund, L.P.

Feeder funds

BP CREDIT OPPORTUNITIES FUND I (BVI), LP

Fund administrator STRATA FUND SOLUTIONS, LLC SALT LAKE CITY, Utah, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor WEAVER AND TIDWELL, L.L.P. MANHATTAN BEACH, California, United States

Custodian FARMERS AND MERCHANTS BANK CORONA DEL MAR, California, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

WEAVER AND TIDWELL, L.L.P.
PCAOB 410

Fund details & source

Fund ID: 805-3405747199
Reported beneficial owners: 34
Minimum commitment: $250K
Form D file number: 021-401013

Form ADV 2128369 · Aug 31, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

BP REAL ESTATE OPPORTUNITIES FUND, L.P.Real Estate Fund · Last reported Aug 31, 2026$21.3MGross asset value

Form D fundraising filings

BP Real Estate Opportunities Fund, L.P.

Fund administrator STRATA FUND SOLUTIONS, LLC SALT LAKE CITY, Utah, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor WEAVER AND TIDWELL, L.L.P. MANHATTAN BEACH, California, United States

Custodian FARMERS AND MERCHANTS BANK CORONA DEL MAR, California, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

WEAVER AND TIDWELL, L.L.P.
PCAOB 410

Fund details & source

Fund ID: 805-3135520409
Reported beneficial owners: 70
Minimum commitment: $250K
Form D file number: 021-339281

Form ADV 2128369 · Aug 31, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

BP REAL ESTATE OPPORTUNITIES FUND II L.P.Real Estate Fund · Last reported Aug 31, 2026$20.9MGross asset value

Form D fundraising filings

BP Real Estate Opportunities Fund II, L.P.

Fund administrator STRATA FUND SOLUTIONS, LLC SALT LAKE CITY, Utah, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor WEAVER AND TIDWELL, L.L.P. MANHATTAN BEACH, California, United States

Custodian FARMERS AND MERCHANTS BANK CORONA DEL MAR, California, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

WEAVER AND TIDWELL, L.L.P.
PCAOB 410

Fund details & source

Fund ID: 805-5089435845
Reported beneficial owners: 66
Minimum commitment: $250K
Form D file number: 021-458024

Form ADV 2128369 · Aug 31, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

BP CREDIT OPPORTUNITIES FUND II L.P.Other Private Fund · Last reported Aug 31, 2026$17.3MGross asset value

Feeder funds

BP CREDIT OPPORTUNITIES FUND II (BVI), LP

Fund administrator STRATA FUND SOLUTIONS, LLC SALT LAKE CITY, Utah, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor WEAVER AND TIDWELL, L.L.P. MANHATTAN BEACH, California, United States

Custodian FARMERS AND MERCHANTS BANK CORONA DEL MAR, California, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

WEAVER AND TIDWELL, L.L.P.
PCAOB 410

Fund details & source

Fund ID: 805-3489639013
Reported beneficial owners: 20
Minimum commitment: $250K
Form D file number: 021-401013

Form ADV 2128369 · Aug 31, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

BP GIM OPPORTUNITY FUND, L.P.Other Private Fund · Last reported Aug 31, 2026$9.12MGross asset value

Form D fundraising filings

BP GIM Opportunity Fund, L.P.

Fund administrator STRATA FUNDS SOLUTIONS, LLC SALT LAKE CITY, Utah, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor WEAVER AND TIDEWELL, L.L.P. MANHATTAN BEACH, California, United States

Custodian FARMERS AND MERCHANT BANK CORONA DEL MAR, California, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

WEAVER AND TIDEWELL, L.L.P.
PCAOB 410

Fund details & source

Fund ID: 805-6171135631
Reported beneficial owners: 50
Minimum commitment: $250K
Form D file number: 021-453731

Form ADV 2128369 · Aug 31, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

FOOTHILL LAND, LLCHedge Fund · Last reported Mar 27, 2014$17MGross asset value

Custodian CHARLES SCHWAB & CO., INC. SAN FRANCISCO, California, United States Related to adviser: No

Custodian CREDIT SUISSE SECURITIES (USA) LLC NEW YORK, New York, United States Related to adviser: No

Provider details

Annual audit: No
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: No
External marketing: No

CHARLES SCHWAB & CO., INC.
SEC 8-16514

CREDIT SUISSE SECURITIES (USA) LLC
SEC 8-422

Fund details & source

Fund ID: 805-9048290290
Reported beneficial owners: 2
Minimum commitment: $0

Form ADV 804405 · Mar 27, 2014 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Aug 31, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management · Investment company portfolio management · Pooled investment vehicle management · Business portfolio management · Pension consulting · Selection of other advisers · Educational seminars

Compensation

Percentage of assets · Hourly · Fixed · Performance-based

Principal office

24 CORPORATE PLAZA, SUITE 150
NEWPORT BEACH, CA, 92660, United States

CRD 119290

Filing source

Form ADV 2128369 · Aug 31, 2026 · 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.