Beacon Capital LLC

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Assets, Funds, Holdings

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Beacon Capital LLC
CRD #286316
SEC #801-120315
CIK #0001575301, 0001921487
AUM $158.1 MM (2024-01-04)
Employees 5 (100% Investors, 0% Brokers)
Phone319-389-4371
Address375 Collins Road Ne,
Cedar Rapids, IA 52402
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($MM)
16012896643202009201420192025
Sector Form 13F Holdings Cap ($BB) Value ($BB)
AAPL 2,382.8 0.0
CTAS 38.0 0.0
 
 
 
 
 
 
 
 
 
Holdings by Sector ($BB)
4.03.22.41.60.80.02012201620202025
AUM Breakdown Accounts AUM ($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
13F-HR [0001575301]
13F-HR [0001921487]
Comparable Firms State AUM ($BB)
Alpine Hill Advisors LLC
CT 0.2
Avantra Family Wealth Inc
PA 0.2
Attentive Investments LLC
CA 0.2
Greenshields Capital LLC
CA 0.2
Fountain Square Asset Management LLC
OH 0.2
Forteris Wealth Management Inc
NY 0.2
Winning Points Advisors LLC
FL 0.2
JK Financial Inc
TX 0.2
Whalen Wealth Management Inc
NV 0.2
TTG Financial Inc
OH 0.2
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