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Beacon Capital LLC
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CRD # | 286316 |
SEC # | 801-120315 |
CIK # | 0001575301, 0001921487 |
AUM | $158.1 MM (2024-01-04) |
Employees | 5 (100% Investors, 0% Brokers) |
Phone | 319-389-4371 |
Address | 375 Collins Road Ne, Cedar Rapids, IA 52402 |
Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
Total AUM ($MM) |
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Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
---|---|---|---|
AAPL | 2,382.8 | 0.0 | |
CTAS | 38.0 | 0.0 | |
Holdings by Sector ($BB) |
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AUM Breakdown | Accounts | AUM ($MM) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 588 | 114.7 |
(b) Individuals (high net worth individuals) | 24 | 37.2 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 0 | 0.0 |
(h) Charitable organizations | 0 | 0.0 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 16 | 6.2 |
(n) Other | 0 | 0.0 |
Total | 914 | 158.1 |
By Discretionary | ||
Discretionary | 914 | 158.1 |
Non-Discretionary | 0 | 0.0 |
Total | 914 | 158.1 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 158.1 | |
Total | 914 | 158.1 |
EDGAR Form | CIK | 2011 - 2024 |
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13F-HR | [0001575301] | |
13F-HR | [0001921487] |
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