BEAUMONT FINANCIAL PARTNERS LLC
CRD #108345 SEC #801-57100 NEEDHAM, MA 781-400-2800
SEC Registered
Total AUM
$3B
Discretionary
$2.2B
Employees
24
Clients
251
Accounts
3,616
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2022 | $3B | $2.2B | $837.7M | 24 | 0 |
| Mar 2022 | $3B | $2.2B | $837.7M | 24 | 0 |
| Jun 2021 | $2.4B | $1.8B | $634.6M | 23 | 0 |
| Mar 2021 | $2.4B | $1.8B | $634.6M | 23 | 0 |
| Mar 2021 | $2.4B | $1.8B | $634.6M | 23 | 0 |
| Oct 2020 | $2.2B | $1.6B | $574.4M | 24 | 0 |
| Jun 2020 | $2.2B | $1.6B | $574.4M | 24 | 0 |
| Mar 2020 | $2.2B | $1.6B | $574.4M | 24 | 0 |
| Jan 2020 | $2.2B | $1.6B | $574.4M | 24 | 0 |
| Jan 2020 | $2.1B | $1.6B | $548.9M | 24 | 0 |
| Dec 2019 | $2.1B | $1.6B | $548.9M | 45 | 0 |
| Oct 2019 | $2.1B | $1.6B | $548.9M | 45 | 0 |
| Jul 2019 | $2B | $1.5B | $525.1M | 45 | 0 |
| Mar 2019 | $1.8B | $1.4B | $464.6M | 47 | 0 |
| Oct 2018 | $2B | $1.5B | $476.9M | 48 | 0 |
| Jul 2018 | $2B | $1.5B | $462.7M | 49 | 0 |
| Jun 2018 | $2B | $1.5B | $462.7M | 49 | 0 |
| Mar 2018 | $2B | $1.5B | $462.7M | 49 | 0 |
| Jan 2018 | $1.8B | $1.4B | $462.7M | 48 | 0 |
| Jul 2017 | $1.7B | $1.3B | $439.6M | 48 | 1,100 |
| Mar 2017 | $1.5B | $1.1B | $403.9M | 46 | 1,100 |
| Dec 2016 | $1.4B | $1B | $383.8M | 47 | 1,100 |
| Sep 2016 | $1.4B | $1B | $383.8M | 47 | 1,100 |
| Mar 2016 | $1.4B | $1B | $375.6M | 48 | 1,100 |
| Nov 2015 | $1.4B | $1B | $356.8M | 48 | 1,100 |
| Sep 2015 | $1.4B | $1.1B | $378.4M | 48 | 1,100 |
| Jul 2015 | $4B | $3.4B | $503.5M | 48 | 1,100 |
| Jun 2015 | $3.6B | $3.2B | $475.2M | 46 | 1,100 |
| Feb 2015 | $2.9B | $2.4B | $457.6M | 42 | 900 |
| Jul 2014 | $2.2B | $1.8B | $412.5M | 36 | 900 |
| May 2014 | $2B | $1.6B | $419.1M | 36 | 900 |
| Mar 2014 | $2B | $1.4B | $536.1M | 36 | 900 |
| Nov 2013 | $1.9B | $1.5B | $460.2M | 34 | 800 |
| May 2013 | $2B | $1.5B | $478.2M | 30 | 800 |
| Mar 2013 | $1.8B | $1.3B | $445.8M | 29 | 800 |
| Dec 2012 | $1.6B | $1.2B | $389.3M | 25 | 700 |
| Nov 2012 | $1.6B | $1.2B | $389.3M | 25 | 700 |
| Jul 2012 | $1.6B | $1.2B | $389.3M | 11 | 700 |
| Jul 2012 | $1.6B | $1.2B | $389.3M | 11 | 700 |
| Apr 2012 | $1.4B | $1.1B | $340.8M | 11 | 700 |
| Mar 2012 | $1.4B | $1.1B | $340.8M | 11 | 700 |
| Nov 2011 | $1.3B | $983.4M | $318.6M | 11 | 500 |
| Aug 2011 | $1.3B | $1B | $331.6M | -- | -- |
| Mar 2011 | $1.2B | $857.4M | $297.6M | -- | -- |
| Mar 2011 | $1.2B | $857.4M | $297.6M | -- | -- |
| Sep 2010 | $1B | $760.4M | $274.5M | -- | -- |
| Oct 2009 | $882.5M | $648M | $234.5M | -- | -- |
| Jul 2009 | $882.5M | $648M | $234.5M | -- | -- |
| Apr 2009 | $882.5M | $648M | $234.5M | -- | -- |
| Aug 2007 | $951.6M | $634.8M | $316.8M | -- | -- |
| Mar 2007 | $951.6M | $634.8M | $316.8M | -- | -- |
| Nov 2005 | $644.6M | $396.8M | $247.8M | -- | -- |
| Feb 2005 | $564M | $341.2M | $222.8M | -- | -- |
| Jan 2005 | $564M | $341.2M | $222.8M | -- | -- |
| May 2004 | $564M | $341.2M | $222.8M | -- | -- |
| Mar 2004 | $564M | $341.2M | $222.8M | -- | -- |
| Nov 2003 | $464.6M | $306.4M | $158.1M | -- | -- |
| Mar 2002 | $532.5M | $322.1M | $210.4M | -- | -- |
DateSep 2022
Total AUM$3B
Discretionary$2.2B
Non-Disc.$837.7M
Employees24
Clients0
DateMar 2022
Total AUM$3B
Discretionary$2.2B
Non-Disc.$837.7M
Employees24
Clients0
DateJun 2021
Total AUM$2.4B
Discretionary$1.8B
Non-Disc.$634.6M
Employees23
Clients0
DateMar 2021
Total AUM$2.4B
Discretionary$1.8B
Non-Disc.$634.6M
Employees23
Clients0
DateMar 2021
Total AUM$2.4B
Discretionary$1.8B
Non-Disc.$634.6M
Employees23
Clients0
DateOct 2020
Total AUM$2.2B
Discretionary$1.6B
Non-Disc.$574.4M
Employees24
Clients0
DateJun 2020
Total AUM$2.2B
Discretionary$1.6B
Non-Disc.$574.4M
Employees24
Clients0
DateMar 2020
Total AUM$2.2B
Discretionary$1.6B
Non-Disc.$574.4M
Employees24
Clients0
DateJan 2020
Total AUM$2.2B
Discretionary$1.6B
Non-Disc.$574.4M
Employees24
Clients0
DateJan 2020
Total AUM$2.1B
Discretionary$1.6B
Non-Disc.$548.9M
Employees24
Clients0
DateDec 2019
Total AUM$2.1B
Discretionary$1.6B
Non-Disc.$548.9M
Employees45
Clients0
DateOct 2019
Total AUM$2.1B
Discretionary$1.6B
Non-Disc.$548.9M
Employees45
Clients0
DateJul 2019
Total AUM$2B
Discretionary$1.5B
Non-Disc.$525.1M
Employees45
Clients0
DateMar 2019
Total AUM$1.8B
Discretionary$1.4B
Non-Disc.$464.6M
Employees47
Clients0
DateOct 2018
Total AUM$2B
Discretionary$1.5B
Non-Disc.$476.9M
Employees48
Clients0
DateJul 2018
Total AUM$2B
Discretionary$1.5B
Non-Disc.$462.7M
Employees49
Clients0
DateJun 2018
Total AUM$2B
Discretionary$1.5B
Non-Disc.$462.7M
Employees49
Clients0
DateMar 2018
Total AUM$2B
Discretionary$1.5B
Non-Disc.$462.7M
Employees49
Clients0
DateJan 2018
Total AUM$1.8B
Discretionary$1.4B
Non-Disc.$462.7M
Employees48
Clients0
DateJul 2017
Total AUM$1.7B
Discretionary$1.3B
Non-Disc.$439.6M
Employees48
Clients1,100
DateMar 2017
Total AUM$1.5B
Discretionary$1.1B
Non-Disc.$403.9M
Employees46
Clients1,100
DateDec 2016
Total AUM$1.4B
Discretionary$1B
Non-Disc.$383.8M
Employees47
Clients1,100
DateSep 2016
Total AUM$1.4B
Discretionary$1B
Non-Disc.$383.8M
Employees47
Clients1,100
DateMar 2016
Total AUM$1.4B
Discretionary$1B
Non-Disc.$375.6M
Employees48
Clients1,100
DateNov 2015
Total AUM$1.4B
Discretionary$1B
Non-Disc.$356.8M
Employees48
Clients1,100
DateSep 2015
Total AUM$1.4B
Discretionary$1.1B
Non-Disc.$378.4M
Employees48
Clients1,100
DateJul 2015
Total AUM$4B
Discretionary$3.4B
Non-Disc.$503.5M
Employees48
Clients1,100
DateJun 2015
Total AUM$3.6B
Discretionary$3.2B
Non-Disc.$475.2M
Employees46
Clients1,100
DateFeb 2015
Total AUM$2.9B
Discretionary$2.4B
Non-Disc.$457.6M
Employees42
Clients900
DateJul 2014
Total AUM$2.2B
Discretionary$1.8B
Non-Disc.$412.5M
Employees36
Clients900
DateMay 2014
Total AUM$2B
Discretionary$1.6B
Non-Disc.$419.1M
Employees36
Clients900
DateMar 2014
Total AUM$2B
Discretionary$1.4B
Non-Disc.$536.1M
Employees36
Clients900
DateNov 2013
Total AUM$1.9B
Discretionary$1.5B
Non-Disc.$460.2M
Employees34
Clients800
DateMay 2013
Total AUM$2B
Discretionary$1.5B
Non-Disc.$478.2M
Employees30
Clients800
DateMar 2013
Total AUM$1.8B
Discretionary$1.3B
Non-Disc.$445.8M
Employees29
Clients800
DateDec 2012
Total AUM$1.6B
Discretionary$1.2B
Non-Disc.$389.3M
Employees25
Clients700
DateNov 2012
Total AUM$1.6B
Discretionary$1.2B
Non-Disc.$389.3M
Employees25
Clients700
DateJul 2012
Total AUM$1.6B
Discretionary$1.2B
Non-Disc.$389.3M
Employees11
Clients700
DateJul 2012
Total AUM$1.6B
Discretionary$1.2B
Non-Disc.$389.3M
Employees11
Clients700
DateApr 2012
Total AUM$1.4B
Discretionary$1.1B
Non-Disc.$340.8M
Employees11
Clients700
DateMar 2012
Total AUM$1.4B
Discretionary$1.1B
Non-Disc.$340.8M
Employees11
Clients700
DateNov 2011
Total AUM$1.3B
Discretionary$983.4M
Non-Disc.$318.6M
Employees11
Clients500
DateAug 2011
Total AUM$1.3B
Discretionary$1B
Non-Disc.$331.6M
Employees--
Clients--
DateMar 2011
Total AUM$1.2B
Discretionary$857.4M
Non-Disc.$297.6M
Employees--
Clients--
DateMar 2011
Total AUM$1.2B
Discretionary$857.4M
Non-Disc.$297.6M
Employees--
Clients--
DateSep 2010
Total AUM$1B
Discretionary$760.4M
Non-Disc.$274.5M
Employees--
Clients--
DateOct 2009
Total AUM$882.5M
Discretionary$648M
Non-Disc.$234.5M
Employees--
Clients--
DateJul 2009
Total AUM$882.5M
Discretionary$648M
Non-Disc.$234.5M
Employees--
Clients--
DateApr 2009
Total AUM$882.5M
Discretionary$648M
Non-Disc.$234.5M
Employees--
Clients--
DateAug 2007
Total AUM$951.6M
Discretionary$634.8M
Non-Disc.$316.8M
Employees--
Clients--
DateMar 2007
Total AUM$951.6M
Discretionary$634.8M
Non-Disc.$316.8M
Employees--
Clients--
DateNov 2005
Total AUM$644.6M
Discretionary$396.8M
Non-Disc.$247.8M
Employees--
Clients--
DateFeb 2005
Total AUM$564M
Discretionary$341.2M
Non-Disc.$222.8M
Employees--
Clients--
DateJan 2005
Total AUM$564M
Discretionary$341.2M
Non-Disc.$222.8M
Employees--
Clients--
DateMay 2004
Total AUM$564M
Discretionary$341.2M
Non-Disc.$222.8M
Employees--
Clients--
DateMar 2004
Total AUM$564M
Discretionary$341.2M
Non-Disc.$222.8M
Employees--
Clients--
DateNov 2003
Total AUM$464.6M
Discretionary$306.4M
Non-Disc.$158.1M
Employees--
Clients--
DateMar 2002
Total AUM$532.5M
Discretionary$322.1M
Non-Disc.$210.4M
Employees--
Clients--