Beacon Pointe Advisors LLC

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Beacon Pointe Advisors LLC ✚
CRD #	119290
SEC #	801-60943
CIK #	0001744317
AUM	54.87 B (2026-05-22)
Employees	780 (56% Investors, 1% Brokers)
Phone	949-718-1600
Address	24 Corporate Plaza Newport Beach, CA 92660
Source	[IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook]

Total AUM ($B) Copy

Holdings by Sector ($B)

Type	Form D Funds	Date	Sold	AUM
Other	BP Credit Opportunities Fund II LP	[2024-03-29]	45.8 M	17.3 M
	Offered $45,785,000 · Filed 2022-08-19 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $250,000 · Duration One year or less · Net Assets Decline to Disclose
RE	BP Real Estate Opportunities Fund II LP	[2023-03-31]	11.8 M	20.9 M
	Offered $40,000,000 · Filed 2022-09-06 (D) · Exemption 506(b), 3(c), 3(c)(1) · Remaining $28,175,000 · Duration One year or less · Net Assets Decline to Disclose
Other	BP GIM Opportunity Fund LP	[2022-02-03]	14.7 M	9.1 M
	Offered $14,698,000 · Filed 2022-07-26 (D) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $250,000 · Duration One year or less · Net Assets Decline to Disclose
Other	BP Credit Opportunities Fund LP	[2021-03-31]	45.8 M	41.3 M
	Offered $45,785,000 · Filed 2022-08-19 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $250,000 · Duration One year or less · Net Assets Decline to Disclose
RE	BP Real Estate Opportunities Fund LP	[2019-04-26]	21.8 M	21.3 M
	Offered $40,000,000 · Filed 2022-08-19 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $50,000 · Remaining $18,229,000 · Duration One year or less · Net Assets Decline to Disclose
HF	Foothill Land LLC	2013-03-27		10.6 M

AUM Breakdown	Accounts	AUM ($B)
By Client Type
(a) Individuals (other than high net worth individuals)	18,083	6.1
(b) Individuals (high net worth individuals)	11,482	43.0
(c) Banking or thrift institutions	1	0.0
(d) Investment companies	1	1.0
(e) Business development companies	0	0.0
(f) Pooled investment vehicles	7	0.1
(g) Pension and profit sharing plans	55	0.4
(h) Charitable organizations	156	3.4
(i) State or municipal government entities	1	0.0
(j) Other investment advisers	0	0.0
(k) Insurance companies	8	0.6
(l) Sovereign wealth funds and foreign official institutions	0	0.0
(m) Corporations or other businesses not listed above	135	0.3
(n) Other	0	0.0
Total	29,892	54.9
By Discretionary
Discretionary	29,800	50.5
Non-Discretionary	92	4.3
Total	29,892	54.9
By Non-United States Persons
Non-United States Persons		0.1
United States Persons		54.8
Total	29,892	54.9

Form D Directors	Role	# Filings	# Firms
Shannon Eusey	Executive Officer	7	2
Michael Dow	Executive Officer	4	2
Derek Newcomer	Executive Officer	4	2
Beacon Pointe GP LLC	Executive Officer	3	2
Beacon Point Advisors LLC	Promoter	1	1

EDGAR Form	CIK	2011 - 2026
13F-HR	[0001744317]

Firm Profile (Form ADV)
Discretionary AUM	$2.5B
Clients	265
Serves	Institutional, Retail, Research
Fund Types	Hedge Fund, Real Estate

Related Firms	State	AUM
Beacon Pointe Advisors LLC ✚	CA	54.87 B
Port Street Investments LLC ✚	CA	174.5 M
Beacon Pointe Wealth Advisors LLC ✚	CA

Comparable Firms	State	AUM
Federated MDTA LLC ✚	MA	25.95 B
Evoke Wealth LLC ✚	CA	17.29 B
Coldstream Capital Management Inc ✚	WA	13.93 B
Belpointe Asset Management LLC ✚	NV	7,577.7 M
Fortis Advisors LLC ✚	PA	584.3 M
Arrowroot Family Office LLC ✚	CA	430.7 M
Strategic Income Group LLC ✚	AZ	362.4 M
Circle Squared Alternative Investments LLC ✚	NJ
Corestates Capital Advisors LLC ✚	PA

Assets, Funds, Holdings