RIA Intelligence

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

Firm Details

Organization Type
Limited Liability Company
State of Formation
Massachusetts
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 13, 2020
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
MCCALL, BRIAN, DOUGLASIPARTNERNA Control
MCCALL, BRIAN, DOUGLASIPARTNERNA Control
MCCALL, BRIAN, DOUGLASIPARTNERNA Control
SMITH, SCOTT, LEEIPARTNERNA Control
SMITH, SCOTT, LEEIPARTNERNA Control
SMITH, SCOTT, LEEIPARTNERNA Control
ST. PIERRE, ANDREW, MANFREDIPARTNERNA Control
ST. PIERRE, ANDREW, MANFREDICHIEF COMPLIANCE OFFICERNA Control
ST. PIERRE, ANDREW, MANFREDIPARTNERNA Control
MCKENNEY, BRIAN, JOSEPHIMANAGING MEMBER, CHIEF COMPLIANCE OFFICERE Control
MCKENNEY, BRIAN, JOSEPHIMANAGING MEMBER, CHIEF COMPLIANCE OFFICERE Control
MCKENNEY, BRIAN, JOSEPHIMANAGING MEMBER, CHIEF COMPLIANCE OFFICERE Control
MCKENNEY, BRIAN, JOSEPHIMANAGING MEMBER, CHIEF COMPLIANCE OFFICERE Control
MCKENNEY, BRIAN, JOSEPHIMANAGING MEMBER, CHIEF COMPLIANCE OFFICERE Control
MCKENNEY, BRIAN, JOSEPHIMANAGING MEMBER, CHIEF COMPLIANCE OFFICERE Control
MCKENNEY, BRIAN, JOSEPHIMANAGING MEMBER, CHIEF COMPLIANCE OFFICERE Control
MCKENNEY, BRIAN, JOSEPHIMANAGING MEMBER, CHIEF COMPLIANCE OFFICERE Control
MCKENNEY, BRIAN, JOSEPHIMANAGING MEMBER, CHIEF COMPLIANCE OFFICERE Control
MCKENNEY, BRIAN, JOSEPHIMANAGING MEMBER, CHIEF COMPLIANCE OFFICERE Control
MCKENNEY, BRIAN, JOSEPHIMANAGING MEMBER, CHIEF COMPLIANCE OFFICERE Control
MCKENNEY, BRIAN, JOSEPHIMANAGING MEMBER, CHIEF COMPLIANCE OFFICERE Control
MCKENNEY, BRIAN, JOSEPHIMANAGING MEMBER, CHIEF COMPLIANCE OFFICERE Control
MCKENNEY, BRIAN, JOSEPHIMANAGING PARTNER, CHIEF COMPLIANCE OFFICERD Control
MCKENNEY, BRIAN, JOSEPHIMANAGING MEMBER, CHIEF COMPLIANCE OFFICERD Control
KROSS, ELIZABETH, HARRINGTONIMANAGING PARTNER/CHIEF COMPLIANCE OFFICERC Control
KROSS, ELIZABETH, HARRINGTONIMANAGING PARTNERC Control
KROSS, ELIZABETH, HARRINGTONIMANAGING PARTNER/CHIEF COMPLIANCE OFFICERC Control
KROSS, ELIZABETH, HARRINGTONIMANAGING PARTNER/CHIEF COMPLIANCE OFFICERC Control
MCKENNEY, BRIAN, JOSEPHIMANAGING PARTNERC Control
MCKENNEY, BRIAN, JOSEPHIMANAGING PARTNERC Control
MCKENNEY, BRIAN, JOSEPHIMANAGING PARTNER, CHIEF COMPLIANCE OFFICERC Control
MCKENNEY, BRIAN, JOSEPHIMANAGING PARTNERC Control
MCKENNEY, BRIAN, JOSEPHIMANAGING PARTNERC Control
MCKENNEY, BRIAN, JOSEPHIMANAGING PARTNERC Control
MCKENNEY, BRIAN, JOSEPHIMANAGING PARTNER, CHIEF COMPLIANCE OFFICERC Control
MCKENNEY, BRIAN, JOSEPHIMANAGING PARTNER, CHIEF COMPLIANCE OFFICERC Control
MCKENNEY, BRIAN, JOSEPHIMANAGING PARTNER, CHIEF COMPLIANCE OFFICERC Control
MCKENNEY, BRIAN, JOSEPHIMANAGING PARTNERC Control
MCKENNEY, BRIAN, JOSEPHIMANAGING PARTNER, CHIEF COMPLIANCE OFFICERC Control
MCKENNEY, BRIAN, JOSEPHIMANAGING PARTNER, CHIEF COMPLIANCE OFFICERC Control
MCKENNEY, BRIAN, JOSEPHIMANAGING PARTNER, CHIEF COMPLIANCE OFFICERC Control
MCKENNEY, BRIAN, JOSEPHIMANAGING PARTNER, CHIEF COMPLIANCE OFFICERC Control
MCKENNEY, BRIAN, JOSEPHIMANAGING PARTNER, CHIEF COMPLIANCE OFFICERC Control
MCKENNEY, BRIAN, JOSEPHIMANAGING PARTNER, CHIEF COMPLIANCE OFFICERC Control
SCULLIN, JOHN, ROBERTIMANAGING PARTNERC Control
SCULLIN, JOHN, ROBERTIMANAGING PARTNERC Control
SCULLIN, JOHN, ROBERTIMANAGING PARTNERC Control
SCULLIN, JOHN, ROBERTIMANAGING PARTNERC Control
SCULLIN, JOHN, ROBERTIMANAGING PARTNERC Control
SCULLIN, JOHN, ROBERTIMANAGING PARTNERC Control
SCULLIN, JOHN, ROBERTIMANAGING PARTNERC Control
SCULLIN, JOHN, ROBERTIMANAGING PARTNERC Control
SCULLIN, JOHN, ROBERTIMANAGING PARTNERC Control
SCULLIN, JOHN, ROBERTIMANAGING PARTNERC Control
SCULLIN, JOHN, ROBERTIMANAGING PARTNERC Control
SCULLIN, JOHN, ROBERTIMANAGING PARTNERC Control
SCULLIN, JOHN, ROBERTIMANAGING PARTNERC Control
SCULLIN, JOHN, ROBERTIMANAGING PARTNERC Control
SCULLIN, JOHN, ROBERTIMANAGING PARTNERC Control
SCULLIN, JOHN, ROBERTIMANAGING PARTNERC Control
ST. PIERRE, ANDREW, MANFREDICHIEF COMPLIANCE OFFICERB Control
ST. PIERRE, ANDREW, MANFREDICHIEF COMPLIANCE OFFICERB Control

Registrations

Federal

IA
Mar 13, 2020 REGISTERED

Notice Filings (4)

FL LA MA NH

Address

1 INDIA STREET
SUITE 205
BOSTON, MA 02109-3304
United States
Phone: 617-357-8306