BEACON CAPITAL PARTNERS, LLC

RIASEC RegisteredEst. 2012
Total AUM
$1.3B
Discretionary
$1.3B
100% of AUM
Avg account
$99.9M
Accounts
13
Employees
101
Advisory reps
13

Firm details

Headquarters
BOSTON, Massachusetts
CRD number
158137
Registered since
February 22, 2012
Fee structure
Percentage of AUM, Fixed Fees, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Beacon Capital Partners, LLC is organized as a limited liability company and operates primarily as the manager and sponsor of pooled real estate investment vehicles. The firm’s registered activity centers on portfolio management for pooled vehicles and it routinely acts as sponsor, general partner and managing member of those vehicles rather than functioning primarily as a broad capital allocator. Its client base is institutional, and its fee arrangements include a combination of percentage-of-AUM charges, fixed fees and performance-based fees tied to fund outcomes. Investment activity is anchored in real estate funds, but the firm uses a mix of alternative exposures to complement its core holdings. Beacon Capital Partners does not identify as an active ESG investor. Its emphasis on pooled vehicles means its investment process is structured around fund-level governance, fund economics and relationships with institutional limited partners.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 4
  • nathan adams

    Chief Financial OfficerCRD 8063413

  • DOUGLAS CORNELIUS

    Chief Compliance OfficerCRD 5928465

  • JEFFREY BROWN

    Chief Investment OfficerCRD 5929539

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Contacts

3 of 9
  • ROBERT HEALEY

    Senior Managing DirectorCRD 5933862

  • GUY METCALFE

    Managing DirectorCRD 2391124

  • JOHN LAWRENCE

    Senior Managing DirectorCRD 4685655

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

BOSTON, MA

SUFFOLK

Location

BOSTON, MA

Headquartered in BOSTON, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area
Boston-Worcester-Providence, MA-RI-NH-CT
Region
Northeast
County
SUFFOLK
Address
200 State St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth