BEACON CAPITAL, LLC

Overview

Beacon Capital, LLC is a privately owned limited liability company that acts as an allocator and adviser to both individual/family and institutional clients. The firm is SEC-registered (since 2021) and operates under an owner-type classified as individual. Its advisory services emphasize portfolio management for individuals and small businesses and include selection of other advisers and pension consulting services. Fees are charged on a percentage-of-AUM basis and may include additional arrangements. Beacon Capital identifies itself as not actively incorporating ESG in its investment process and is not registered as a multi-state adviser. Beacon Capital maintains an affiliation with an insurance company and positions itself to use third-party managers when appropriate, consistent with its role as a capital allocator and selector of other advisers.

Assets & Accounts

Public Holdings

Investments & Alternatives