MCDONALD FRANCESCHI, LLC
Legal name: BEACON ROCK PARTNERS
CRD #136906 SEC #801-64742 PORTLAND, OR 503-827-8591
SEC Registered
Total AUM
$199.3M
Discretionary
$188.6M
Employees
3
Clients
51
Accounts
681
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2018 | $199.3M | $188.6M | $10.7M | 3 | 0 |
| Mar 2018 | $199.3M | $188.6M | $10.7M | 3 | 0 |
| Mar 2017 | $184.1M | $175.5M | $8.6M | 2 | 200 |
| Feb 2016 | $171M | $161.5M | $9.6M | 3 | 200 |
| Jan 2015 | $166.2M | $156.3M | $10M | 4 | 200 |
| Mar 2014 | $144.9M | $137.6M | $7.3M | 3 | 200 |
| Nov 2013 | $139.6M | $132.2M | $7.4M | 2 | 300 |
| Feb 2013 | $116.3M | $110.9M | $5.4M | 1 | 300 |
| May 2012 | $90.6M | $87.8M | $2.7M | 1 | 200 |
| May 2012 | $90.6M | $87.8M | $2.7M | 1 | 200 |
| Jan 2012 | $90.6M | $87.8M | $2.7M | 1 | 200 |
| Apr 2011 | $76.3M | $71.5M | $4.8M | 5 | -- |
| Mar 2011 | $76.3M | $71.5M | $4.8M | 5 | -- |
| Nov 2010 | $70.8M | $66.7M | $4.1M | 5 | -- |
| Mar 2008 | $60M | $60M | $0 | 5 | -- |
| Mar 2007 | $50M | $50M | $0 | 5 | -- |
| Sep 2005 | $26M | $26M | $0 | 5 | -- |
DateNov 2018
Total AUM$199.3M
Discretionary$188.6M
Non-Disc.$10.7M
Employees3
Clients0
DateMar 2018
Total AUM$199.3M
Discretionary$188.6M
Non-Disc.$10.7M
Employees3
Clients0
DateMar 2017
Total AUM$184.1M
Discretionary$175.5M
Non-Disc.$8.6M
Employees2
Clients200
DateFeb 2016
Total AUM$171M
Discretionary$161.5M
Non-Disc.$9.6M
Employees3
Clients200
DateJan 2015
Total AUM$166.2M
Discretionary$156.3M
Non-Disc.$10M
Employees4
Clients200
DateMar 2014
Total AUM$144.9M
Discretionary$137.6M
Non-Disc.$7.3M
Employees3
Clients200
DateNov 2013
Total AUM$139.6M
Discretionary$132.2M
Non-Disc.$7.4M
Employees2
Clients300
DateFeb 2013
Total AUM$116.3M
Discretionary$110.9M
Non-Disc.$5.4M
Employees1
Clients300
DateMay 2012
Total AUM$90.6M
Discretionary$87.8M
Non-Disc.$2.7M
Employees1
Clients200
DateMay 2012
Total AUM$90.6M
Discretionary$87.8M
Non-Disc.$2.7M
Employees1
Clients200
DateJan 2012
Total AUM$90.6M
Discretionary$87.8M
Non-Disc.$2.7M
Employees1
Clients200
DateApr 2011
Total AUM$76.3M
Discretionary$71.5M
Non-Disc.$4.8M
Employees5
Clients--
DateMar 2011
Total AUM$76.3M
Discretionary$71.5M
Non-Disc.$4.8M
Employees5
Clients--
DateNov 2010
Total AUM$70.8M
Discretionary$66.7M
Non-Disc.$4.1M
Employees5
Clients--
DateMar 2008
Total AUM$60M
Discretionary$60M
Non-Disc.$0
Employees5
Clients--
DateMar 2007
Total AUM$50M
Discretionary$50M
Non-Disc.$0
Employees5
Clients--
DateSep 2005
Total AUM$26M
Discretionary$26M
Non-Disc.$0
Employees5
Clients--