Beacon Coast Partners, LLC

RIASEC RegisteredEst. 2026
Total AUM
Avg account
$0
Accounts
0
Employees
6
Advisory reps
5

Firm details

Headquarters
San Francisco, California
CRD number
341584
Registered since
June 4, 2026
Fee structure
Percentage of AUM, Fixed Fees
Services
Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Beacon Coast Partners, LLC is a recently formed SEC-registered investment adviser organized as an LLC and controlled by an individual owner. The firm registers itself as a capital allocator and offers traditional advisory services focused on individuals and small businesses. Its stated advisory activities include financial planning, discretionary portfolio management for individual and small-business clients, and the selection or oversight of third-party advisers. Fee arrangements combine asset-based fees and fixed-fee engagements. Beacon Coast does not describe itself as an active ESG investor and is not registered as a multistate adviser; its regulatory registration year is listed as 2026. The firm is classified as unclassified in the available snapshot.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

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

Contacts

3 of 5
  • Edward Huang

    Edward Huang

    PartnerCRD 4945669

  • Katherine Piersanti

    Katherine Piersanti

    Vice PresidentCRD 4164135

  • Christopher Mortara

    Christopher Mortara

    Vice PresidentCRD 2858346

Unlock 2 more contacts

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

San Francisco, CA

San Francisco

Location

San Francisco, CA

Headquartered in San Francisco, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
San Francisco
Address
44 Montgomery St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth