SourcingSourcing

BEACONLIGHT CAPITAL, LLC

B55
CRD 158390·SEC 801-73891·NEW YORK, NY
AUM
$445.3M
$100M-$500M
Est. Revenue
$4.5M
@ 1% on AUM
Est. EBITDA
$1.3M
@ 30% margin
Est. Deal Value
$10.7M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
BEACONLIGHT CAPITAL, LLC
CRD
158390
SEC file #
801-73891
EIN
000000000
DBA names
—

Economics

AUM
$445.3M
AUM band
$100M-$500M
AUM trajectory
'20'26
$710.6M → $445.3M▼ -37%
Client mix
Pooled Investment Vehicles5

Operations

Employees (total)
12
Advisory staff (per ADV)
7
Advisory staff (5-yr trend)
'20'26
9 advisors → 7 advisors▼ -22%
Primary office
NEW YORK NY
Branches
—

Custodian & Brokerage

Primary custodian
Goldman Sachslow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/30/2026
ADV-W filed at
—
Website
linkedin.com/company/beaconlight-capital(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
BOSEK, EDWARD, DOMINIC
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
BOSEK, EDWARD, DOMINIC
KRIEGER, MICHELE, AMY
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:beaconlight.com

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001749924
Edgar Registered
Yes
Edgar Filing Count
2
Edgar First Filing Date
2018-08-14
Edgar Last Filing Date
2019-08-14
Edgar Form D Count
2
Edgar Form D Offerings
2019-08-142019-08-14 · 0000919574-19-005273
2018-08-142018-08-14 · 0000919574-18-005544

Compliance & brand

Firm Registration Status
active

All other collected signals (12)

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
Full
Goldman Sachs12
E*trade4
Morgan Stanley3
Bny Mellon2
Edgar Addresses
Mailing
BEACONLIGHT CAPITAL, LLC350 MADISON AVENUE, 22ND FLOORNEW YORK, NY 10017
Business
BEACONLIGHT CAPITAL, LLC350 MADISON AVENUE, 22ND FLOORNEW YORK, NY 10017
Edgar EIN
000000000
Edgar Recent Filings
D/A2019-08-14 · 0000919574-19-005273
D2018-08-14 · 0000919574-18-005544
Firm Has Custody
Yes
Mailing Office Differs
No
Top Owner CRD
3229987
Trust Company Affiliate
Yes

People (2)

2
BOSEK, EDWARD, DOMINIC
Direct Owner · 87.5%
3229987
KRIEGER, MICHELE, AMY
Executive Officer · 2.5%
2710732