BEACON CAPITAL, LLC
Firm details
- Headquarters
- DARIEN, Connecticut
- CRD number
- 127583
- Website
- www.beaconcapitalllc.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI61.04%
- Individuals37.6%
- Charitable Organizations1.36%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Beacon Capital, LLC is a privately owned limited liability company that provides fee-based portfolio management services to both individual/family clients and institutional clients. The firm charges a percentage-of-AUM fee and concentrates on discretionary portfolio management for small businesses, individuals, and institutional entities. Beacon Capital does not identify as an active ESG investor, is not positioned as a multi-state adviser, and is not described as a pension consultant or capital allocator in the available filing.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities43%
- Public Funds/Mutual Funds30%
- US Government Bonds19%
- State & Local Bonds5%
- Cash & Cash Equivalents2%
Contacts
1 of 1TAMARA CRONIN
PrincipalCRD 1396184
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
DARIEN, CT
FAIRFIELD
Location
DARIEN, CT
Headquartered in DARIEN, CT, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- FAIRFIELD
- Address
- 30 Old Kings Hwy S
- Time zone
- ET (UTC-5)
- Office locations
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