SEC Form ADV

BEACON POINTE ADVISORS, LLC

Registered Investment AdviserCA

$54.9B

Assets Under Management

265

Total Clients

780

Employees

Get LP Contact Details

Registration Details

Accession: crd-119290
Location: NEWPORT BEACH, CA
Filing Date: August 31, 2026
AUM: $54.9B
Total Clients: 265
Institutional Clients: 229
Employees: 780
Amendment: No
SEC EDGAR: View original filing →

Client Types

IndividualsHNW IndividualsBanksInvestment CompaniesPooled Investment VehiclesPension PlansCharitable OrganizationsGovernment EntitiesInsurance CompaniesCorporations

Private Funds

5 private funds reported on Form ADV Schedule D 7.B.1, $109.8M in combined gross assets.

BP CREDIT OPPORTUNITIES FUND, L.P.Other Private FundMaster Fund$41.3M
BP REAL ESTATE OPPORTUNITIES FUND, L.P.Real Estate Fund$21.3M
BP REAL ESTATE OPPORTUNITIES FUND II L.P.Real Estate Fund$20.9M
BP CREDIT OPPORTUNITIES FUND II L.P.Other Private FundMaster Fund$17.3M
BP GIM OPPORTUNITY FUND, L.P.Other Private Fund$9.1M

About this Adviser

BEACON POINTE ADVISORS, LLC is a registered investment adviser headquartered in NEWPORT BEACH, CA, managing approximately $54.9B in assets across 265 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.

← All Form ADV Filings