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Beacon Pointe Advisors
Beacon Pointe Advisors is an SEC-registered investment adviser in Newport Beach, CA. The firm registered in 2002. It reports $54.9 billion in regulatory assets...
Beacon Pointe Advisors
Beacon Pointe Advisors is an SEC-registered investment adviser in Newport Beach, CA. The firm registered in 2002. It reports $54.9 billion in regulatory assets under management, of which $50.5 billion is discretionary, and employs 780 employees including 440 investment advisers.
General information
Firm type
Bank / Wealth / Trust
Year founded
2002
AUM
28,600 (Altss estimate)
Location
Region
North America
Country
United States
City
Newport Beach
Corporate office
Newport Beach, CA, United States
Sector focus
Frequently asked questions
What investment strategy does Beacon Pointe Advisors pursue?
Based on the available record, Beacon Pointe concentrates on secondaries — acquiring existing limited-partner stakes in private-market funds. No other asset classes appear in the strategy data.
Is Beacon Pointe a family office or a broader asset manager?
Beacon Pointe is classified as an Asset Manager within the Bank/Wealth/Trust subtype. It manages assets for external clients rather than a single-family pool.
How large is Beacon Pointe Advisors?
The firm manages an estimated $28.6 billion (Altss estimate). This figure places it among the larger participants in the secondary-transaction market.
Where is Beacon Pointe Advisors headquartered?
The firm is based in Newport Beach, California. Details on additional offices are not specified in the current research record.
Does Beacon Pointe make direct investments or only fund secondaries?
The documented strategy tags point exclusively to secondaries. There is no indication of a direct-deal program or primary fund commitments in the available data.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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