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Beaumont Asset Management, L.L.C.

● SEC registered since 2016CRD 150407SEC# 801-107451Beaumont, TX
Export (members)
Reg. AUM
$349.8M
Employees
4
Accounts
448
Location
Beaumont, TX

Beaumont Asset Management, L.L.C. assets under management

Beaumont Asset Management, L.L.C. is a registered investment adviser overseen by the SEC based in Beaumont, TX. The firm has been registered since 2016. It reports $349.8 million in regulatory assets under management and employs 4 people.

Beaumont Asset Management, L.L.C. owners & executives

4 reported
NameTitleOwnershipSince
Francis Pierce Coker ControlManaging Member25-50%2009
Jeffrey Michael Oliverio ControlMember25-50%2009
Marco Javier Rimassa ControlMember5-10%2025
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Frequently asked questions

How much does Beaumont Asset Management, L.L.C. manage?

Beaumont Asset Management, L.L.C. reports $349.8 million in regulatory assets under management on its Form ADV.

How many employees does Beaumont Asset Management, L.L.C. have?

Beaumont Asset Management, L.L.C. reports 4 employees.

Where is Beaumont Asset Management, L.L.C. located?

Beaumont Asset Management, L.L.C. is based in Beaumont, TX and has been SEC-registered since 2016.

Does Beaumont Asset Management, L.L.C. disclose fund performance?

Beaumont Asset Management, L.L.C. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address2911 Toccoa Street, Suite B, Beaumont, TX 77703
Phone409-899-9569
Fax409-750-7247
Office hoursBy Appointment Only
SEC regionFort Worth Regional Office (FWRO)
CIK1798756
Discloses disciplinary historyNo

Assets under management

Discretionary$349.8M
Non-discretionary$0
Total (RAUM)$349.8M