Beacon Pointe Advisors, LLC
● SEC registered since 2002CRD 119290SEC# 801-60943Newport Beach, CA
Ranks #265 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$54.87B
Fund GAV
$109.8M
Private funds
5
Employees
780
Accounts
29,892
Location
Newport Beach, CA
Beacon Pointe Advisors, LLC assets under management
Beacon Pointe Advisors, LLC operates as an SEC-registered investment adviser based in Newport Beach, CA. The firm has been registered since 2002. It reports $54.9 billion in regulatory assets under management and employs 780 people. Beacon Pointe Advisors, LLC manages 5 private funds with combined gross assets of $109.8 million, including Bp Credit Opportunities Fund, L.P. By regulatory assets, it ranks 265 of 6,004 private fund managers.
Beacon Pointe Advisors, LLC private funds
5 funds · $109.8M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Bp Credit Opportunities Fund, L.P. | Other Private | $41.3M | $250K |
| Bp Real Estate Opportunities Fund, L.P. | Real Estate | $21.3M | $250K |
| Bp Real Estate Opportunities Fund II L.P. | Real Estate | $20.9M | $250K |
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Join to unlock · $37/moBeacon Pointe Advisors, LLC owners & executives
21 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Beacon Pointe Advisors Holdings, LLC Control | Member | Over 75% | 2020 |
| Catherine Grace Prentice | Interim Chief Compliance Officer | Under 5% | 2026 |
| Commie Stevens Control | Chief Practice Officer | Under 5% | 2016 |
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Join to unlock · $37/moFrequently asked questions
How much does Beacon Pointe Advisors, LLC manage?
Beacon Pointe Advisors, LLC reports $54.9 billion in regulatory assets under management on its Form ADV.
How many private funds does Beacon Pointe Advisors, LLC manage?
Beacon Pointe Advisors, LLC manages 5 private funds with combined gross assets of $109.8 million.
How many employees does Beacon Pointe Advisors, LLC have?
Beacon Pointe Advisors, LLC reports 780 employees.
Where is Beacon Pointe Advisors, LLC located?
Beacon Pointe Advisors, LLC is based in Newport Beach, CA and has been SEC-registered since 2002.
Does Beacon Pointe Advisors, LLC disclose fund performance?
Beacon Pointe Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 24 Corporate Plaza, Suite 150, Newport Beach, CA 92660 |
| Phone | 949-718-1600 |
| Fax | 949-209-2546 |
| Office hours | 8:00 a.m. To 5:00 p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$54.87B▲ 75%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 2%
Larger than 98% of 16,271 advisers
AUM vs fund managersTop 4%
Larger than 96% of 6,004 private-fund managers
Number of fundsTop 40%
More funds than 60% of fund managers
EmployeesTop 1%
More than 99% of 16,825 advisers
Assets under management
$54.87Bregulatory AUM
Discretionary $50.54BNon-discretionary $4.33B
Fund type mix
Other Private3
Real Estate2