BEACON POINTE ADVISORS, LLC
CRD #119290 SEC #801-60943 NEWPORT BEACH, CA 949-718-1600
SEC Registered Private Funds
Total AUM
$39.8B
Discretionary
$36.2B
Employees
600
Clients
--
Accounts
54,870
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2025 | $39.8B | $36.2B | $3.7B | 600 | 265 |
| Jul 2025 | $39.8B | $36.2B | $3.7B | 600 | 265 |
| Mar 2025 | $39.8B | $36.2B | $3.7B | 600 | 265 |
| Feb 2025 | $31.3B | $28.6B | $2.6B | 500 | 100 |
| Dec 2024 | $31.3B | $28.6B | $2.6B | 500 | 100 |
| Oct 2024 | $31.3B | $28.6B | $2.6B | 500 | 100 |
| Oct 2024 | $31.3B | $28.6B | $2.6B | 500 | 100 |
| Oct 2024 | $31.3B | $28.6B | $2.6B | 500 | 100 |
| Aug 2024 | $31.3B | $28.6B | $2.6B | 500 | 100 |
| Jul 2024 | $31.3B | $28.6B | $2.6B | 500 | 100 |
| Mar 2024 | $31.3B | $28.6B | $2.6B | 500 | 100 |
| Sep 2023 | $23.2B | $21.2B | $2.1B | 420 | 100 |
| Jun 2023 | $23.2B | $21.2B | $2.1B | 420 | 100 |
| Mar 2023 | $23.2B | $21.2B | $2.1B | 420 | 100 |
| Dec 2022 | $23.7B | $20.3B | $3.4B | 350 | 100 |
| Nov 2022 | $23.7B | $20.3B | $3.4B | 350 | 100 |
| Oct 2022 | $23.7B | $20.3B | $3.4B | 350 | 100 |
| Sep 2022 | $23.7B | $20.3B | $3.4B | 350 | 100 |
| Mar 2022 | $23.7B | $20.3B | $3.4B | 350 | 100 |
| Feb 2022 | $12.4B | $9.6B | $2.8B | 211 | 95 |
| Feb 2022 | $12.4B | $9.6B | $2.8B | 211 | 95 |
| Feb 2022 | $12.4B | $9.6B | $2.8B | 211 | 95 |
| Dec 2021 | $12.4B | $9.6B | $2.8B | 211 | 95 |
| Aug 2021 | $12.4B | $9.6B | $2.8B | 211 | 95 |
| Apr 2021 | $12.4B | $9.6B | $2.8B | 211 | 95 |
| Mar 2021 | $12.4B | $9.6B | $2.8B | 211 | 95 |
| Feb 2021 | $9.9B | $7.3B | $2.6B | 167 | 50 |
| Oct 2020 | $9.9B | $7.3B | $2.6B | 167 | 50 |
| Jun 2020 | $9.9B | $7.3B | $2.6B | 167 | 50 |
| Apr 2020 | $9.9B | $7.3B | $2.6B | 167 | 50 |
| Mar 2020 | $6.7B | $4.1B | $2.6B | 106 | 30 |
| Nov 2019 | $5.5B | $3.2B | $2.3B | 96 | 35 |
| Jun 2019 | $5.5B | $3.2B | $2.3B | 96 | 35 |
| Apr 2019 | $5.5B | $3.2B | $2.3B | 96 | 35 |
| Mar 2019 | $5.5B | $3.2B | $2.3B | 96 | 35 |
| Jan 2019 | $5.6B | $3.1B | $2.4B | 92 | 30 |
| Jan 2019 | $5.6B | $3.1B | $2.4B | 92 | 30 |
| Dec 2018 | $5.6B | $3.1B | $2.4B | 92 | 30 |
| Nov 2018 | $5.6B | $3.1B | $2.4B | 92 | 30 |
| Oct 2018 | $5.6B | $3.1B | $2.4B | 92 | 30 |
| Jun 2018 | $5.6B | $3.1B | $2.4B | 92 | 30 |
| Apr 2018 | $5.6B | $3.1B | $2.4B | 92 | 30 |
| Mar 2018 | $5.6B | $3.1B | $2.4B | 92 | 30 |
| Nov 2017 | $6.7B | $4B | $2.7B | 82 | 25 |
| Nov 2017 | $6.7B | $4B | $2.7B | 82 | 25 |
| Aug 2017 | $6.7B | $4B | $2.7B | 82 | 1,300 |
| Jul 2017 | $6.7B | $4B | $2.7B | 82 | 1,300 |
| Jul 2017 | $6.7B | $4B | $2.7B | 82 | 1,300 |
| Mar 2017 | $6.7B | $4B | $2.7B | 82 | 1,300 |
| Mar 2017 | $7.5B | $3.6B | $4B | 53 | 1,400 |
| Feb 2017 | $7.5B | $3.6B | $4B | 53 | 1,400 |
| Jan 2017 | $7.5B | $3.6B | $4B | 53 | 1,400 |
| Oct 2016 | $7.5B | $3.6B | $4B | 53 | 1,400 |
| Aug 2016 | $7.5B | $3.6B | $4B | 53 | 1,400 |
| May 2016 | $7.5B | $3.6B | $4B | 53 | 1,400 |
| Mar 2016 | $7.5B | $3.6B | $4B | 53 | 1,400 |
| Mar 2016 | $7.4B | $3.4B | $4B | 52 | 1,300 |
| Apr 2015 | $7.4B | $3.4B | $4B | 52 | 1,300 |
| Mar 2015 | $7.4B | $3.4B | $4B | 52 | 1,300 |
| Aug 2014 | $6.3B | $2.7B | $3.5B | 45 | 1,200 |
| Jul 2014 | $6.3B | $2.7B | $3.5B | 45 | 1,200 |
| Jun 2014 | $6.3B | $2.7B | $3.5B | 45 | 1,200 |
| Mar 2014 | $6.3B | $2.7B | $3.5B | 45 | 1,200 |
| Feb 2014 | $5.7B | $2.5B | $3.2B | 39 | 1,200 |
| Mar 2013 | $5.7B | $2.5B | $3.2B | 39 | 1,200 |
| Mar 2013 | $5.7B | $2.5B | $3.2B | 39 | 1,200 |
| Oct 2012 | $4.5B | $2.4B | $2.1B | 11 | 900 |
| Mar 2012 | $4.5B | $2.4B | $2.1B | 11 | 900 |
| Dec 2011 | $4B | $1.8B | $2.2B | 11 | 500 |
| Nov 2011 | $4B | $1.8B | $2.2B | -- | -- |
| Mar 2011 | $4B | $1.8B | $2.2B | -- | -- |
| Dec 2010 | $3.9B | $978.3M | $2.9B | -- | -- |
| Sep 2010 | $3.9B | $978.3M | $2.9B | -- | -- |
| Aug 2010 | $3.9B | $978.3M | $2.9B | -- | -- |
| Aug 2010 | $3.9B | $978.3M | $2.9B | -- | -- |
| Jun 2010 | $3.9B | $978.3M | $2.9B | -- | -- |
| Jun 2010 | $3.9B | $978.3M | $2.9B | -- | -- |
| Jun 2010 | $3.9B | $978.3M | $2.9B | -- | -- |
| Jun 2010 | $3.9B | $978.3M | $2.9B | -- | -- |
| Jun 2010 | $3.9B | $978.3M | $2.9B | -- | -- |
| May 2010 | $3.9B | $978.3M | $2.9B | -- | -- |
| May 2010 | $3.9B | $978.3M | $2.9B | -- | -- |
| May 2010 | $3.9B | $978.3M | $2.9B | -- | -- |
| Apr 2010 | $3.9B | $978.3M | $2.9B | -- | -- |
| Apr 2010 | $3.9B | $978.3M | $2.9B | -- | -- |
| Apr 2010 | $3.9B | $978.3M | $2.9B | -- | -- |
| Mar 2010 | $3.9B | $978.3M | $2.9B | -- | -- |
| Mar 2009 | $3.6B | $495.9M | $3.1B | -- | -- |
| Mar 2008 | $4.2B | $833.8M | $3.3B | -- | -- |
| Aug 2007 | $4.3B | $1.1B | $3.3B | -- | -- |
| Apr 2007 | $4.3B | $1.1B | $3.3B | -- | -- |
| Mar 2007 | $4.3B | $1.1B | $3.3B | -- | -- |
| Mar 2006 | $4.1B | $816.6M | $3.3B | -- | -- |
| Jun 2005 | $3.5B | $497M | $3B | -- | -- |
| Apr 2002 | $1.1B | $27M | $1.1B | 5 | -- |
DateJul 2025
Total AUM$39.8B
Discretionary$36.2B
Non-Disc.$3.7B
Employees600
Clients265
DateJul 2025
Total AUM$39.8B
Discretionary$36.2B
Non-Disc.$3.7B
Employees600
Clients265
DateMar 2025
Total AUM$39.8B
Discretionary$36.2B
Non-Disc.$3.7B
Employees600
Clients265
DateFeb 2025
Total AUM$31.3B
Discretionary$28.6B
Non-Disc.$2.6B
Employees500
Clients100
DateDec 2024
Total AUM$31.3B
Discretionary$28.6B
Non-Disc.$2.6B
Employees500
Clients100
DateOct 2024
Total AUM$31.3B
Discretionary$28.6B
Non-Disc.$2.6B
Employees500
Clients100
DateOct 2024
Total AUM$31.3B
Discretionary$28.6B
Non-Disc.$2.6B
Employees500
Clients100
DateOct 2024
Total AUM$31.3B
Discretionary$28.6B
Non-Disc.$2.6B
Employees500
Clients100
DateAug 2024
Total AUM$31.3B
Discretionary$28.6B
Non-Disc.$2.6B
Employees500
Clients100
DateJul 2024
Total AUM$31.3B
Discretionary$28.6B
Non-Disc.$2.6B
Employees500
Clients100
DateMar 2024
Total AUM$31.3B
Discretionary$28.6B
Non-Disc.$2.6B
Employees500
Clients100
DateSep 2023
Total AUM$23.2B
Discretionary$21.2B
Non-Disc.$2.1B
Employees420
Clients100
DateJun 2023
Total AUM$23.2B
Discretionary$21.2B
Non-Disc.$2.1B
Employees420
Clients100
DateMar 2023
Total AUM$23.2B
Discretionary$21.2B
Non-Disc.$2.1B
Employees420
Clients100
DateDec 2022
Total AUM$23.7B
Discretionary$20.3B
Non-Disc.$3.4B
Employees350
Clients100
DateNov 2022
Total AUM$23.7B
Discretionary$20.3B
Non-Disc.$3.4B
Employees350
Clients100
DateOct 2022
Total AUM$23.7B
Discretionary$20.3B
Non-Disc.$3.4B
Employees350
Clients100
DateSep 2022
Total AUM$23.7B
Discretionary$20.3B
Non-Disc.$3.4B
Employees350
Clients100
DateMar 2022
Total AUM$23.7B
Discretionary$20.3B
Non-Disc.$3.4B
Employees350
Clients100
DateFeb 2022
Total AUM$12.4B
Discretionary$9.6B
Non-Disc.$2.8B
Employees211
Clients95
DateFeb 2022
Total AUM$12.4B
Discretionary$9.6B
Non-Disc.$2.8B
Employees211
Clients95
DateFeb 2022
Total AUM$12.4B
Discretionary$9.6B
Non-Disc.$2.8B
Employees211
Clients95
DateDec 2021
Total AUM$12.4B
Discretionary$9.6B
Non-Disc.$2.8B
Employees211
Clients95
DateAug 2021
Total AUM$12.4B
Discretionary$9.6B
Non-Disc.$2.8B
Employees211
Clients95
DateApr 2021
Total AUM$12.4B
Discretionary$9.6B
Non-Disc.$2.8B
Employees211
Clients95
DateMar 2021
Total AUM$12.4B
Discretionary$9.6B
Non-Disc.$2.8B
Employees211
Clients95
DateFeb 2021
Total AUM$9.9B
Discretionary$7.3B
Non-Disc.$2.6B
Employees167
Clients50
DateOct 2020
Total AUM$9.9B
Discretionary$7.3B
Non-Disc.$2.6B
Employees167
Clients50
DateJun 2020
Total AUM$9.9B
Discretionary$7.3B
Non-Disc.$2.6B
Employees167
Clients50
DateApr 2020
Total AUM$9.9B
Discretionary$7.3B
Non-Disc.$2.6B
Employees167
Clients50
DateMar 2020
Total AUM$6.7B
Discretionary$4.1B
Non-Disc.$2.6B
Employees106
Clients30
DateNov 2019
Total AUM$5.5B
Discretionary$3.2B
Non-Disc.$2.3B
Employees96
Clients35
DateJun 2019
Total AUM$5.5B
Discretionary$3.2B
Non-Disc.$2.3B
Employees96
Clients35
DateApr 2019
Total AUM$5.5B
Discretionary$3.2B
Non-Disc.$2.3B
Employees96
Clients35
DateMar 2019
Total AUM$5.5B
Discretionary$3.2B
Non-Disc.$2.3B
Employees96
Clients35
DateJan 2019
Total AUM$5.6B
Discretionary$3.1B
Non-Disc.$2.4B
Employees92
Clients30
DateJan 2019
Total AUM$5.6B
Discretionary$3.1B
Non-Disc.$2.4B
Employees92
Clients30
DateDec 2018
Total AUM$5.6B
Discretionary$3.1B
Non-Disc.$2.4B
Employees92
Clients30
DateNov 2018
Total AUM$5.6B
Discretionary$3.1B
Non-Disc.$2.4B
Employees92
Clients30
DateOct 2018
Total AUM$5.6B
Discretionary$3.1B
Non-Disc.$2.4B
Employees92
Clients30
DateJun 2018
Total AUM$5.6B
Discretionary$3.1B
Non-Disc.$2.4B
Employees92
Clients30
DateApr 2018
Total AUM$5.6B
Discretionary$3.1B
Non-Disc.$2.4B
Employees92
Clients30
DateMar 2018
Total AUM$5.6B
Discretionary$3.1B
Non-Disc.$2.4B
Employees92
Clients30
DateNov 2017
Total AUM$6.7B
Discretionary$4B
Non-Disc.$2.7B
Employees82
Clients25
DateNov 2017
Total AUM$6.7B
Discretionary$4B
Non-Disc.$2.7B
Employees82
Clients25
DateAug 2017
Total AUM$6.7B
Discretionary$4B
Non-Disc.$2.7B
Employees82
Clients1,300
DateJul 2017
Total AUM$6.7B
Discretionary$4B
Non-Disc.$2.7B
Employees82
Clients1,300
DateJul 2017
Total AUM$6.7B
Discretionary$4B
Non-Disc.$2.7B
Employees82
Clients1,300
DateMar 2017
Total AUM$6.7B
Discretionary$4B
Non-Disc.$2.7B
Employees82
Clients1,300
DateMar 2017
Total AUM$7.5B
Discretionary$3.6B
Non-Disc.$4B
Employees53
Clients1,400
DateFeb 2017
Total AUM$7.5B
Discretionary$3.6B
Non-Disc.$4B
Employees53
Clients1,400
DateJan 2017
Total AUM$7.5B
Discretionary$3.6B
Non-Disc.$4B
Employees53
Clients1,400
DateOct 2016
Total AUM$7.5B
Discretionary$3.6B
Non-Disc.$4B
Employees53
Clients1,400
DateAug 2016
Total AUM$7.5B
Discretionary$3.6B
Non-Disc.$4B
Employees53
Clients1,400
DateMay 2016
Total AUM$7.5B
Discretionary$3.6B
Non-Disc.$4B
Employees53
Clients1,400
DateMar 2016
Total AUM$7.5B
Discretionary$3.6B
Non-Disc.$4B
Employees53
Clients1,400
DateMar 2016
Total AUM$7.4B
Discretionary$3.4B
Non-Disc.$4B
Employees52
Clients1,300
DateApr 2015
Total AUM$7.4B
Discretionary$3.4B
Non-Disc.$4B
Employees52
Clients1,300
DateMar 2015
Total AUM$7.4B
Discretionary$3.4B
Non-Disc.$4B
Employees52
Clients1,300
DateAug 2014
Total AUM$6.3B
Discretionary$2.7B
Non-Disc.$3.5B
Employees45
Clients1,200
DateJul 2014
Total AUM$6.3B
Discretionary$2.7B
Non-Disc.$3.5B
Employees45
Clients1,200
DateJun 2014
Total AUM$6.3B
Discretionary$2.7B
Non-Disc.$3.5B
Employees45
Clients1,200
DateMar 2014
Total AUM$6.3B
Discretionary$2.7B
Non-Disc.$3.5B
Employees45
Clients1,200
DateFeb 2014
Total AUM$5.7B
Discretionary$2.5B
Non-Disc.$3.2B
Employees39
Clients1,200
DateMar 2013
Total AUM$5.7B
Discretionary$2.5B
Non-Disc.$3.2B
Employees39
Clients1,200
DateMar 2013
Total AUM$5.7B
Discretionary$2.5B
Non-Disc.$3.2B
Employees39
Clients1,200
DateOct 2012
Total AUM$4.5B
Discretionary$2.4B
Non-Disc.$2.1B
Employees11
Clients900
DateMar 2012
Total AUM$4.5B
Discretionary$2.4B
Non-Disc.$2.1B
Employees11
Clients900
DateDec 2011
Total AUM$4B
Discretionary$1.8B
Non-Disc.$2.2B
Employees11
Clients500
DateNov 2011
Total AUM$4B
Discretionary$1.8B
Non-Disc.$2.2B
Employees--
Clients--
DateMar 2011
Total AUM$4B
Discretionary$1.8B
Non-Disc.$2.2B
Employees--
Clients--
DateDec 2010
Total AUM$3.9B
Discretionary$978.3M
Non-Disc.$2.9B
Employees--
Clients--
DateSep 2010
Total AUM$3.9B
Discretionary$978.3M
Non-Disc.$2.9B
Employees--
Clients--
DateAug 2010
Total AUM$3.9B
Discretionary$978.3M
Non-Disc.$2.9B
Employees--
Clients--
DateAug 2010
Total AUM$3.9B
Discretionary$978.3M
Non-Disc.$2.9B
Employees--
Clients--
DateJun 2010
Total AUM$3.9B
Discretionary$978.3M
Non-Disc.$2.9B
Employees--
Clients--
DateJun 2010
Total AUM$3.9B
Discretionary$978.3M
Non-Disc.$2.9B
Employees--
Clients--
DateJun 2010
Total AUM$3.9B
Discretionary$978.3M
Non-Disc.$2.9B
Employees--
Clients--
DateJun 2010
Total AUM$3.9B
Discretionary$978.3M
Non-Disc.$2.9B
Employees--
Clients--
DateJun 2010
Total AUM$3.9B
Discretionary$978.3M
Non-Disc.$2.9B
Employees--
Clients--
DateMay 2010
Total AUM$3.9B
Discretionary$978.3M
Non-Disc.$2.9B
Employees--
Clients--
DateMay 2010
Total AUM$3.9B
Discretionary$978.3M
Non-Disc.$2.9B
Employees--
Clients--
DateMay 2010
Total AUM$3.9B
Discretionary$978.3M
Non-Disc.$2.9B
Employees--
Clients--
DateApr 2010
Total AUM$3.9B
Discretionary$978.3M
Non-Disc.$2.9B
Employees--
Clients--
DateApr 2010
Total AUM$3.9B
Discretionary$978.3M
Non-Disc.$2.9B
Employees--
Clients--
DateApr 2010
Total AUM$3.9B
Discretionary$978.3M
Non-Disc.$2.9B
Employees--
Clients--
DateMar 2010
Total AUM$3.9B
Discretionary$978.3M
Non-Disc.$2.9B
Employees--
Clients--
DateMar 2009
Total AUM$3.6B
Discretionary$495.9M
Non-Disc.$3.1B
Employees--
Clients--
DateMar 2008
Total AUM$4.2B
Discretionary$833.8M
Non-Disc.$3.3B
Employees--
Clients--
DateAug 2007
Total AUM$4.3B
Discretionary$1.1B
Non-Disc.$3.3B
Employees--
Clients--
DateApr 2007
Total AUM$4.3B
Discretionary$1.1B
Non-Disc.$3.3B
Employees--
Clients--
DateMar 2007
Total AUM$4.3B
Discretionary$1.1B
Non-Disc.$3.3B
Employees--
Clients--
DateMar 2006
Total AUM$4.1B
Discretionary$816.6M
Non-Disc.$3.3B
Employees--
Clients--
DateJun 2005
Total AUM$3.5B
Discretionary$497M
Non-Disc.$3B
Employees--
Clients--
DateApr 2002
Total AUM$1.1B
Discretionary$27M
Non-Disc.$1.1B
Employees5
Clients--