Beechwood Value Capital, LLC

RIAState Registered
Total AUM
$4.2M
Discretionary
$4.2M
100% of AUM
Avg account
$4.2M
Accounts
1
Employees
1
Advisory reps
1

Firm details

Headquarters
Salt Lake City , Utah
CRD number
327331
Fee structure
Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Beechwood Value Capital, LLC is a Utah-registered limited liability company that operates as a hedge-fund manager focused on pooled investment vehicles. The firm’s client base is institutional, and its stated advisory activity centers on portfolio management for pooled funds. Filings identify the firm as a sponsor/GP and managing member of pooled investment vehicles, and its fee model includes performance-based compensation rather than a pure asset-based advisory fee.

Assets & Accounts

Investments & Alternatives

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

Owners & executives

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Contacts

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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

Salt Lake City , UT

Salt Lake

Location

Salt Lake City , UT

Headquartered in Salt Lake City , UT, anchoring the Salt Lake City-Provo-Orem, UT metro in the West.

Metro area
Salt Lake City-Provo-Orem, UT
Region
West
County
Salt Lake
Address
299 S Main St
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth