BEACON INVESTMENT MANAGEMENT, LLC
CRD #122639 SEC #801-80909 BOSTON, MA 617-357-8306
SEC Registered
Total AUM
$216.6M
Discretionary
$0
Employees
4
Clients
0
Accounts
343
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2020 | $216.6M | $0 | $216.6M | 4 | 0 |
| Apr 2019 | $172.1M | $0 | $172.1M | 4 | 0 |
| Mar 2019 | $172.1M | $0 | $172.1M | 4 | 0 |
| Mar 2019 | $172.1M | $0 | $172.1M | 4 | 0 |
| Jun 2018 | $162.1M | $0 | $162.1M | 4 | 113 |
| Mar 2018 | $162.1M | $0 | $162.1M | 4 | 113 |
| Feb 2017 | $128.9M | $0 | $128.9M | 4 | 26 |
| Feb 2016 | $116.7M | $0 | $116.7M | 4 | 26 |
| Jul 2015 | $112.4M | $0 | $112.4M | 5 | 26 |
| Feb 2015 | $112.4M | $0 | $112.4M | 6 | 26 |
| Jan 2015 | $112.4M | $0 | $112.4M | 6 | 26 |
| Jan 2015 | $112.4M | $0 | $112.4M | 6 | 26 |
| Jan 2015 | $112.4M | $0 | $112.4M | 6 | 26 |
| Jun 2012 | $76M | $0 | $76M | 6 | 26 |
| Jun 2012 | $76M | $0 | $76M | 6 | 26 |
| May 2012 | $76M | $0 | $76M | 6 | 26 |
| Apr 2012 | $76M | $0 | $76M | 6 | 26 |
| May 2011 | $71M | $0 | $71M | 10 | -- |
| Mar 2011 | $71M | $0 | $71M | 10 | -- |
| Mar 2011 | $43.9M | $0 | $43.9M | 10 | -- |
| Jan 2010 | $43.9M | $0 | $43.9M | 10 | -- |
| Oct 2009 | $43.9M | $0 | $43.9M | 10 | -- |
| Jan 2009 | $43.9M | $0 | $43.9M | 10 | -- |
| Apr 2007 | $50.2M | $0 | $50.2M | 10 | -- |
| Mar 2007 | $50.2M | $0 | $50.2M | 10 | -- |
| Mar 2006 | $33.5M | $0 | $33.5M | 5 | -- |
| Jan 2006 | $33.5M | $0 | $33.5M | 5 | -- |
| Sep 2005 | $33.5M | $0 | $33.5M | 5 | -- |
DateMar 2020
Total AUM$216.6M
Discretionary$0
Non-Disc.$216.6M
Employees4
Clients0
DateApr 2019
Total AUM$172.1M
Discretionary$0
Non-Disc.$172.1M
Employees4
Clients0
DateMar 2019
Total AUM$172.1M
Discretionary$0
Non-Disc.$172.1M
Employees4
Clients0
DateMar 2019
Total AUM$172.1M
Discretionary$0
Non-Disc.$172.1M
Employees4
Clients0
DateJun 2018
Total AUM$162.1M
Discretionary$0
Non-Disc.$162.1M
Employees4
Clients113
DateMar 2018
Total AUM$162.1M
Discretionary$0
Non-Disc.$162.1M
Employees4
Clients113
DateFeb 2017
Total AUM$128.9M
Discretionary$0
Non-Disc.$128.9M
Employees4
Clients26
DateFeb 2016
Total AUM$116.7M
Discretionary$0
Non-Disc.$116.7M
Employees4
Clients26
DateJul 2015
Total AUM$112.4M
Discretionary$0
Non-Disc.$112.4M
Employees5
Clients26
DateFeb 2015
Total AUM$112.4M
Discretionary$0
Non-Disc.$112.4M
Employees6
Clients26
DateJan 2015
Total AUM$112.4M
Discretionary$0
Non-Disc.$112.4M
Employees6
Clients26
DateJan 2015
Total AUM$112.4M
Discretionary$0
Non-Disc.$112.4M
Employees6
Clients26
DateJan 2015
Total AUM$112.4M
Discretionary$0
Non-Disc.$112.4M
Employees6
Clients26
DateJun 2012
Total AUM$76M
Discretionary$0
Non-Disc.$76M
Employees6
Clients26
DateJun 2012
Total AUM$76M
Discretionary$0
Non-Disc.$76M
Employees6
Clients26
DateMay 2012
Total AUM$76M
Discretionary$0
Non-Disc.$76M
Employees6
Clients26
DateApr 2012
Total AUM$76M
Discretionary$0
Non-Disc.$76M
Employees6
Clients26
DateMay 2011
Total AUM$71M
Discretionary$0
Non-Disc.$71M
Employees10
Clients--
DateMar 2011
Total AUM$71M
Discretionary$0
Non-Disc.$71M
Employees10
Clients--
DateMar 2011
Total AUM$43.9M
Discretionary$0
Non-Disc.$43.9M
Employees10
Clients--
DateJan 2010
Total AUM$43.9M
Discretionary$0
Non-Disc.$43.9M
Employees10
Clients--
DateOct 2009
Total AUM$43.9M
Discretionary$0
Non-Disc.$43.9M
Employees10
Clients--
DateJan 2009
Total AUM$43.9M
Discretionary$0
Non-Disc.$43.9M
Employees10
Clients--
DateApr 2007
Total AUM$50.2M
Discretionary$0
Non-Disc.$50.2M
Employees10
Clients--
DateMar 2007
Total AUM$50.2M
Discretionary$0
Non-Disc.$50.2M
Employees10
Clients--
DateMar 2006
Total AUM$33.5M
Discretionary$0
Non-Disc.$33.5M
Employees5
Clients--
DateJan 2006
Total AUM$33.5M
Discretionary$0
Non-Disc.$33.5M
Employees5
Clients--
DateSep 2005
Total AUM$33.5M
Discretionary$0
Non-Disc.$33.5M
Employees5
Clients--