# Beacon Pointe Advisors

Beacon Pointe Advisors is a Bank / Wealth / Trust based in Newport Beach, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Newport Beach, United States
- **Region:** North America
- **Address:** Newport Beach, CA, United States
- **Founded:** 2002
- **Assets under management:** 28,600 (Altss estimate)
- **Website:** https://www.pinterest.com/BEACONPOINTE
- **LinkedIn:** https://www.linkedin.com/company/beacon-pointe-advisors-llc

## Regulatory record

- **CRD number:** 119290
- **SEC file number:** 801-60943
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-05-22T05:00:00.000Z
- **Reports private funds:** Yes
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/119290

## About

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.

## Sectors

- Secondaries

## 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.

### 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.

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Last updated: 2026-08-10T19:36:47.593Z

Canonical page: https://altss.com/profile/beacon-pointe-advisors

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