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RIA · CRD 110038SEC-Registered

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Beacon Group

Beacon Group is an SEC-registered investment adviser in Dallas, TX, registered since 2000. The firm manages approximately $1.3 billion in regulatory assets.

Overview

Beacon Group is an SEC-registered investment adviser in Dallas, TX, registered since 2000. The firm manages approximately $1.3 billion in regulatory assets. It has 18 employees and 8 investment advisers.

General information

Firm type

RIA

Year founded

1995

Location

Region

North America

Country

United States

City

Dallas

Corporate office

New York, NY, United States

Principals

Geoffrey Boisi

Founder and Chairman

Alan Mnuchin

President

Sector focus

Private CreditReal EstatePrivate Equity

Frequently asked questions

Who runs investment decisions at Beacon Group?

Geoffrey Boisi, the founder and chairman, drives the firm's strategic and investment decisions, leaning on a network he built over decades at Goldman Sachs and across Wall Street. Alan Mnuchin served as president through at least 2008, providing day-to-day operational leadership. The firm has historically kept its investment committee small and closely held, reflecting Boisi's preference for decisive, relationship-driven deal-making.

How does Beacon Group source its deals?

Deal flow originates from the personal and professional network Geoffrey Boisi cultivated as a Goldman Sachs senior partner and co-head of the firm's M&A department. Additional channels include relationships built through his board service at institutions such as the Brookings Institution and his involvement in Catholic philanthropic initiatives. The firm does not run a formal business-development team or advertise for opportunities.

What sectors and asset classes does Beacon Group target?

Beacon deploys capital across private equity, private credit, and real estate, with a concentration on middle-market control and structured investments. Sector exposure has historically included financial services, industrial companies, and Northeast real estate assets. The firm avoids early-stage venture and publicly traded minority positions, preferring illiquid, influence-oriented structures.

Where does Geoffrey Boisi's wealth originate?

Boisi's wealth was generated during a 22-year career at Goldman Sachs, where he became a senior partner and co-founded the firm's modern mergers-and-acquisitions department in the 1970s. He left Goldman in 1993 and launched Beacon Group two years later, deploying that accumulated capital as the firm's founding base.

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