# Beaumont Financial Partners

Beaumont Financial Partners is a Multi Family Office based in Needham, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Needham, United States
- **Region:** North America
- **Address:** Needham, MA, United States
- **Founded:** 2022
- **Assets under management:** 3.4B (Altss estimate)
- **Website:** bfpartners.com
- **LinkedIn:** https://www.linkedin.com/company/beaumont-financial-partners

## Regulatory record

- **CRD number:** 322925
- **SEC file number:** 801-126715
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-24T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/322925

## About

Beaumont Financial Partners functions as a multi-family office based in Needham. It delivers investment advisory and wealth management services focused on equities and alternative investments. The firm joined Focus Financial Partners in a transaction that closed in Q4 2022. Confirmed holdings include a minority stake in operating business Olea Edge. The firm previously held positions in several AllianzGI mutual funds that were later liquidated. Geographic activity centers on North America with additional network ties to Palm Beach, Florida through the Palm Beach Hedge Fund Association. The firm maintains a relationship with The Schwartz Center for Compassionate Healthcare, where portfolio manager Daniel Stanzler serves on the Leadership Council as of 2025. Michael Snyder has served as chief compliance officer. No additional offices or employee count figures are recorded. Beaumont now operates as a partner firm inside the Focus Financial Partners network following the 2022 acquisition, preserving its independent culture while gaining access to centralized resources.

## Sectors

- Wealth Management
- Private Equity
- Private Credit
- Real Estate

## People

- Tom Cahill — Managing Partner
- Larry Fiore — Managing Partner

## Questions

### Who runs investment decisions at Beaumont Financial Partners?

Tom Cahill and Larry Fiore served as managing partners at the time of the 2022 acquisition by Focus Financial Partners (Altss research).

### Does Beaumont Financial Partners participate in fund commitments or only direct deals?

The firm has held mutual fund positions and maintains exposure to private equity and private credit (firm investment type records).

### What happened to Beaumont Financial Partners in 2022?

Focus Financial Partners acquired Beaumont Financial Partners in a transaction that closed in Q4 2022 (Altss research).

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/beaumont-financial-partners

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