| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Bp Credit Opportunities Fund, L.P. | Other Private | $46.5M | $250K |
| Bp Real Estate Opportunities Fund II L.P. | Real Estate | $25.9M | $250K |
| Bp Credit Opportunities Fund II L.P. | Other Private | $25.7M | $250K |
| Name | Title | Ownership | Since |
|---|---|---|---|
| Beacon Pointe Advisors Holdings, LLC Control | Member | Over 75% | 2020 |
| Commie Stevens Control | Chief Practice Officer | Under 5% | 2016 |
| Janet Judith Hathaway Control | General Counsel | Under 5% | 2019 |
Beacon Pointe Advisors, LLC reports $39.8 billion in regulatory assets under management on its Form ADV.
Beacon Pointe Advisors, LLC manages 5 private funds with combined gross assets of $134.1 million.
Beacon Pointe Advisors, LLC reports 600 employees.
Beacon Pointe Advisors, LLC is based in Newport Beach, CA and has been SEC-registered since 2002.
Beacon Pointe Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 24 Corporate Plaza, Suite 150, Newport Beach, CA 92660 |
| Phone | 949-718-1600 |
| Fax | 949-209-2546 |
| Office hours | 8:00 a.m. To 5:00 p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
| Discretionary | $36.19B |
| Non-discretionary | $3.65B |
| Total (RAUM) | $39.84B |