Beacon Pointe Advisors is a fund manager in Newport Beach with $23.67 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
Industry
SEC CIK
IRS number
680488677
SEC advisor number
801-60943
FINRA CRD number
119290
AUM ?
$23.25 bn
(as of 5 Sep 23)
Accounts
42,223
(as of 5 Sep 23)
Employees
420
(230 investment advisory or research)
Address
Beacon Pointe Advisors
24 CORPORATE PLAZA DRIVE
SUITE 150
NEWPORT BEACH
CA 92660
24 CORPORATE PLAZA DRIVE
SUITE 150
NEWPORT BEACH
CA 92660
Phone
9499101794
Ownership
Fund structure | AUM | Fund type |
---|---|---|
Beacon Pointe Advisors, LLC | $23.67 bn | |
BP Credit Opportunities Fund, L.P. | $17.52 mm | Other Private Fund |
BP Credit Opportunities Fund I (Bvi), LP | ||
BP Gim Opportunity Fund, L.P. | Other Private Fund | |
BP Real Estate Opportunities Fund, L.P. | $15.75 mm | Real Estate Fund |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
8 Feb 24
13F-HR
Quarterly holdings report by institutional manager
14 Nov 23
13F-HR
Quarterly holdings report by institutional manager
11 Aug 23
13F-HR
Quarterly holdings report by institutional manager
12 May 23
13F-HR
Quarterly holdings report by institutional manager
14 Feb 23
13F-HR
Quarterly holdings report by institutional manager
9 Nov 22
13F-HR
Quarterly holdings report by institutional manager
11 Aug 22
13F-HR
Quarterly holdings report by institutional manager
17 May 22
13F-HR
Quarterly holdings report by institutional manager
14 Feb 22
13F-HR
Quarterly holdings report by institutional manager
15 Nov 21