SourcingSourcing

BEACON CAPITAL PARTNERS, LLC

C36
CRD 158137·SEC 801-73431·BOSTON, MA
AUM
$1.30B
$1B+
Est. Revenue
$13.0M
@ 1% on AUM
Est. EBITDA
$3.9M
@ 30% margin
Est. Deal Value
$31.2M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
BEACON CAPITAL PARTNERS, LLC
CRD
158137
SEC file #
801-73431
EIN
000000000
DBA names
—

Economics

AUM
$1.30B
AUM band
$1B+
AUM trajectory
'20'26
$3.20B → $1.30B▼ -59%
Client mix
Pooled Investment Vehicles13

Operations

Employees (total)
101
Advisory staff (per ADV)
26
Advisory staff (5-yr trend)
'20'26
35 advisors → 26 advisors▼ -26%
Primary office
BOSTON MA
Branches
—

Custodian & Brokerage

Primary custodian
State Streetmedium confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
% of AUMFixed feesPerformance-based fees

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
beaconcapital.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
BEACON CAPITAL PARTNERS OWNER,
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
14
Control Persons
BEACON CAPITAL PARTNERS OWNER,
ADAMS, NATHAN, JAMES
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
BEACONCAPITAL.COM
Rdap Domain Creation Date
1998-02-26T05:00:00Z
Rdap Firm Age Years
28
Rdap Firm Age Band
20+y
Rdap Registrar
Network Solutions, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
Yes
Form 5500 Plan Count
5
Form 5500 Total Participants
300
Form 5500 Total Compensation
48,702
Form 5500 Compensation Trajectory 3y
202548,702
20240
Form 5500 Plan Count Trajectory 3y
20254
20241
Schedule C Total Compensation
48,702
Schedule C Service Provider Rows
5

SEC EDGAR

Edgar Cik
0001906974
Edgar Registered
Yes
Edgar Filing Count
1
Edgar First Filing Date
2022-01-27
Edgar Last Filing Date
2022-01-27
Edgar Form D Count
1
Edgar Form D Offerings
2022-01-272022-01-27 · 0001906974-22-000001

Compliance & brand

Firm Registration Status
active

All other collected signals (16)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Window
State Street1
Full
State Street5
E*trade4
Edgar Addresses
Mailing
C/O BEACON CAPITAL PARTNERS, LLC200 STATE STREET, 5TH FLOORBOSTON, MA 02109
Business
C/O BEACON CAPITAL PARTNERS, LLC200 STATE STREET, 5TH FLOORBOSTON, MA 02109
Edgar EIN
000000000
Edgar Recent Filings
D2022-01-27 · 0001906974-22-000001
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2030-02-25T05:00:00Z
Rdap Domain Last Changed
2024-12-28T07:06:55Z
Rdap Nameservers
Ns93.worldnic.comNs94.worldnic.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Trust Company Affiliate
No

People (13)

13
ADAMS, NATHAN, JAMES
Executive Officer · 2.5%
8063413
BROWN, JEFFREY, DOUGLAS
Executive Officer · 2.5%
5929539
Dyer, Colin, John
Executive Officer · 2.5%
7593485
HEALEY, ROBERT, CUMMINGS
Executive Officer · 2.5%
5933862
HOFFMAN, KIRSTEN, LETITIA
Executive Officer · 2.5%
6312499
KELLY, WILLIAM, MCCLURE
Executive Officer · 2.5%
6312506
LAWRENCE, JOHN, HADDEN
Executive Officer · 2.5%
4685655
Martin, Lauralee, Eileen
Executive Officer · 2.5%
7593487
GUY ANDREW METCALFE
Executive Officer · 2.5%
2391124
Mossman, Catherine, Jane
Executive Officer · 2.5%
6927302
PIANI, OLIVIER, ROBERT
Executive Officer · 2.5%
1178094
SEIGEL, FRED, ANTON
Executive Officer · 2.5%
5929524
CORNELIUS, DOUGLAS, EDWARD
Executive Officer · 2.5%
5928465