BEACON ASSET MANAGEMENT LLC
Legal name: BEACON ASSET MANAGEMENT
CRD #108684 SEC #801-55616 BOSTON, MA 617-263-2400
SEC Registered
Total AUM
$216.2M
Discretionary
$166.8M
Employees
10
Clients
--
Accounts
152
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- --
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 13, 2002
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| HOLBROOK, RICHARD, EDWARD | I | MANAGEMENT COMMITTEE MEMBER | NA | Control |
| KIDDER, GEORGE, HOWELL | I | MANAGEMENT COMMITTEE MEMBER | NA | Control |
| LUKOWSKI, STANLEY, JOHN | I | MANAGEMENT COMMITTEE MEMBER | NA | Control |
| EASTERN BANK CORPORATION | DE | MEMBER | D | Control |
| BEETEN, JOHN | I | MANAGEMENT COMMITTEE MEMBER; MEMBER | B | Control |
| KDK CAPITAL L.P. | DE | MEMBER | B | Control |
| WAILES, JAY | I | MANAGEMENT COMMITTEE MEMBER; MEMBER | B | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| KIDDER, GEORGE, HOWELL | I | KDK CAPITAL L.P. | D | Control |
| CORNING CAPITAL CORPORATION | DE | KDK CAPITAL L.P. | C | Control |
Registrations
Federal
IA
Mar 13, 2002 REGISTERED
Notice Filings (3)
FL MA ME
Address
50 MILK STREET, 10TH FLOORBOSTON, MA 02109-5003
USA
Phone: 617-263-2400