Beacon Coast Partners, LLC
● SEC registered since 2026CRD 341584SEC# 801-136306San Francisco, CA
Reg. AUM
$2.28B
Employees
6
Accounts
556
Location
San Francisco, CA
About Beacon Coast Partners
Beacon Coast Partners advises individuals and families whose financial lives have moved beyond accumulation into stages where judgment and coordination matter more. It serves a curated clientele across financial and lifestyle decisions with an emphasis on structure when stakes are lasting.
Summary based on the firm’s website.
Beacon Coast Partners, LLC assets under management
Beacon Coast Partners, LLC is an SEC-registered investment adviser based in San Francisco, CA. The firm has been registered since 2026. It reports $2.3 billion in regulatory assets under management and employs 6 people.
Beacon Coast Partners, LLC owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Christopher Michael Mortara | Chief Compliance Officer | Under 5% | 2026 |
| David Haas Jasper Control | Managing Member / Managing Partner | 25-50% | 2026 |
| Edward Huang Control | Member / Partner | 10-25% | 2026 |
| Katherine Grace Piersanti Control | Member / Vp Family Office Services | Under 5% | 2026 |
| Michael Howard Evans Control | Managing Member / Managing Partner | 25-50% | 2026 |
Frequently asked questions
How much does Beacon Coast Partners, LLC manage?
Beacon Coast Partners, LLC reports $2.3 billion in regulatory assets under management on its Form ADV.
How many employees does Beacon Coast Partners, LLC have?
Beacon Coast Partners, LLC reports 6 employees.
Where is Beacon Coast Partners, LLC located?
Beacon Coast Partners, LLC is based in San Francisco, CA and has been SEC-registered since 2026.
Does Beacon Coast Partners, LLC disclose fund performance?
Beacon Coast Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 44 Montgomery Street, Suite 3065, San Francisco, CA 94104 |
| Phone | (415) 426-7520 |
| Office hours | By Appointment |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
How this firm compares
Regulatory AUMTop 21%
Larger than 79% of 16,369 advisers
EmployeesTop 56%
More than 44% of 16,804 advisers
Assets under management
$2.28Bregulatory AUM
Discretionary $2.28B