LP Profile

Beacon Trust

Also known as BIAS

Multi Family Office (MFO)Morristown, United StatesFounded 1988
$4.0B
Assets Under Management
Morristown
Headquarters
Investment Focus

About Beacon Trust

Beacon Trust is a multi-family office based in Morristown, New Jersey. Established in 1988, the firm provides financial services that include wealth management, trust and estate administration, family office, institutional services, investment management, and private banking. The firm's executive management team manages the assets of the firm.

Preferred Investment Types

BuyoutPrivate EquityGrowth/ExpansionVenture CapitalVenture Capital - Early StageVenture Capital - Later Stage

Preferred Sectors & Themes

EducationRetirement PlanningImpact InvestingWealth & Estate PlanningDebt Management High-Level SectorsNon-ProfitFinanceFinancial ServicesValues-Based Investing

Preferred Geographies

United StatesEurope
Verified Filings

Regulatory & Financial Data

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

SEC Form ADV

Verified
Reported AUM
$4.4B
Total Clients
2,939
Filing Date
March 30, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
Signal Feed

Recent Filings

Public filings matched to Beacon Trust across SEC, IRS, DOL and international registers — newest first.

Cross-referenced from the LPbacked Signal Feed.

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FAQ

Frequently asked questions

What type of investor is Beacon Trust?

Beacon Trust is a multi family office (mfo) based in Morristown, United States, managing approximately $4.0B in assets.

Where is Beacon Trust headquartered?

Beacon Trust is headquartered in Morristown, United States.

How much does Beacon Trust manage?

Beacon Trust manages approximately $4.0B in assets under management.

When was Beacon Trust founded?

Beacon Trust was founded in 1988.

What does Beacon Trust invest in?

Beacon Trust focuses on Buyout, Private Equity, Growth/Expansion, Venture Capital, Venture Capital - Early Stage, Venture Capital - Later Stage, Education, Retirement Planning.

How can I contact Beacon Trust?

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