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Beacon Pointe

Asset ManagerNewport Beach, United States
$11.0B
Assets Under Management
Newport Beach
Headquarters
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Investment Focus

About Beacon Pointe

Beacon Pointe is an independent advisory firm dedicated to providing clients with objective, thoughtful investment and financial guidance.

Preferred Investment Types

Joint Venture/PartnerPhilanthropyPrivate EquityVenture Capital

Preferred Sectors & Themes

Debt ManagementImpact InvestingRetirement PlanningTrust ManagementWealth & Estate PlanningFinanceFinancial ServicesHigh-Level SectorsValues-Based Investing

Preferred Geographies

United States
Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Beacon Pointe from SEC and IRS filings.

SEC Form ADV

Likely match
Reported AUM
$54.9B
Total Clients
29,892
Filing Date
May 22, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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FAQ

Frequently asked questions

What type of investor is Beacon Pointe?

Beacon Pointe is a asset manager based in Newport Beach, United States, managing approximately $11.0B in assets.

Where is Beacon Pointe headquartered?

Beacon Pointe is headquartered in Newport Beach, United States.

How much does Beacon Pointe manage?

Beacon Pointe manages approximately $11.0B in assets under management.

What does Beacon Pointe invest in?

Beacon Pointe focuses on Joint Venture/Partner, Philanthropy, Private Equity, Venture Capital, Debt Management, Impact Investing, Retirement Planning, Trust Management.

How can I contact Beacon Pointe?

Verified contact details, key decision-makers, and investment preferences for Beacon Pointe are available on LPbacked. Create a free account to access them.