The BEACON POINTE HOLDINGS is a privately held investment adviser that advises $56.35Bn in regulatory assets under management held in 2 SEC fund types across 4 investment strategies. BEACON POINTE HOLDINGS is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 346.11% over the last 5-years.
The Group has been registered with the SEC for 24.46 years and is comprised of 2 filing and 0 relying advisers. They operate out of 87 office locations with their Headquarters at 24 CORPORATE PLAZA SUITE 150, NEWPORT BEACH, CALIFORNIA. The Group has been subject to regulatory enforcement actions. They are regulated by 2 US and Non-US bodies.
They have 783 employees comprised of 442 investment and 341 non-investment staff. The total number of Employees increased by 264.19% over the last 5-years.
Their $56.35Bn in assets advised are owned by 7 private funds, 3 public funds and BDCs and 356 other accounts. Assets of High Net Worth Individuals clients own $43.05Bn or 76.39% of Total Assets and Individuals own $6.09Bn or 10.81% of Total Assets.
The Group's top investment strategies include Long/Short Equity, FI/Credit - Diverse and Real Estate, representing 95.73%, 2.28% and 1.64% of total assets, respectively.
They advise 10 types of clients, top clients are High Net Worth Individuals and Individuals.
The Group uses 3 Fund Administrators, 3 Fund Auditors, 0 Prime Brokers, 2 Custodians and 2 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses advisory fees, fixed fees, management fees and performance-based fees.
BEACON POINTE HOLDINGS names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.