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BEACON INVESTMENT MANAGEMENT, LLC
BEACON INVESTMENT MANAGEMENT, LLC (CRD# 122639) is an SEC-Registered Investment Advisor (RIA), headquartered in Boston, MA. The SEC approved the firm to operate as an RIA in Feb 2015. In Jun 2018, the firm reported total Regulatory Assets Under Management (RAUM) of $162.1 Million, and has discretion over 0% of those assets.   Pooled investment vehicles (Private Funds) account for 0% of RAUM.   Non-US investors represent 0% .  
 
BEACON INVESTMENT MANAGEMENT, LLC also reported in Jun 2018:
  • 4 employees, all of whom perform advisory functions.
  • One office location.
  • No registrations with foreign financial regulatory authorities.
  • NO OPERATIONS as a Commodity Pool Operator (CPO) or Commodity Trading Advisor (CTA).
BEACON INVESTMENT MANAGEMENT, LLC has no disclosure events reported to the SEC at this time.
 

View BEACON INVESTMENT MANAGEMENT, LLC's most recent Form ADV filing
 


BEACON INVESTMENT MANAGEMENT, LLC has Notice Filings with the following State Securities Authorities: FL-Jun 2018, LA-Feb 2015, MA-Feb 2015, NH-Feb 2015

Disclaimer:  The information presented above was gleaned from the SEC website and is believed to be accurate.  FindingFraud.org is presenting this data for informational purposes only and assumes no responsibility for errors or omissions.  Please note that we are aware of many instances where RIAs provided erroneous data to the SEC.  Feel Free to contact FindingFraud.org with questions or concerns.