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BEACON CAPITAL PARTNERS, LLC

200 State Street
Boston, Massachusetts 02109-2605
Tel: 617-457-0400

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About BEACON CAPITAL PARTNERS, LLC

BEACON CAPITAL PARTNERS, LLC, formally registered with the SEC as BEACON CAPITAL PARTNERS, LLC. The firm was established in 02/22/2012. They have over 8 offices throughout the country.

BEACON CAPITAL PARTNERS, LLC is a Boston, Massachusetts based Financial Planning firm with nearly $1,915,117,778 assets under management, offering retirement planning & investment advisory services to 12 clients. The firm is staffed with 122 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#158137
SEC#801-73431
Assets Managed by Firm$1,915,117,778
No. of Clients12
No. of Advisors122

Fee Structure

  • A percentage of AUM
  • Fixed fees
  • Performance Based

Advisory Services Provided

  • Portfolio management for pooled investment vehicles

Firm Client Information

No. of ClientsAUM
Firm Total12$1,915,117,778

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