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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Oregon
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 30, 2018
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| HICKS, BRIAN, W | I | MEMBER | D | Control |
| HICKS, BRIAN, W | I | MEMBER | D | Control |
| HICKS, BRIAN, W | I | MEMBER | D | Control |
| HICKS, BRIAN, W | I | MEMBER | D | Control |
| HICKS, BRIAN, W | I | MEMBER | D | Control |
| LOCHNER, ERIC, RUSSELL | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| LOCHNER, ERIC, RUSSELL | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| LOCHNER, ERIC, RUSSELL | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| LOCHNER, ERIC, RUSSELL | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| LOCHNER, ERIC, RUSSELL | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| FRANCESCHI, BERNARD, PAUL | I | MEMBER | C | Control |
| HICKS, BRIAN, W | I | MEMBER | C | Control |
| HICKS, BRIAN, W | I | MEMBER | C | Control |
| HICKS, BRIAN, W | I | MEMBER | C | Control |
| HICKS, BRIAN, W | I | MEMBER | C | Control |
| HICKS, BRIAN, W | I | MEMBER | C | Control |
| HICKS, BRIAN, W | I | MEMBER | C | Control |
| HICKS, BRIAN, W | I | MEMBER | C | Control |
| HICKS, BRIAN, W | I | MEMBER | C | Control |
| HICKS, BRIAN, W | I | MEMBER | C | Control |
| HICKS, BRIAN, W | I | MEMBER | C | Control |
| HICKS, BRIAN, W | I | MEMBER | C | Control |
| LOCHNER, ERIC, RUSSELL | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| LOCHNER, ERIC, RUSSELL | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| LOCHNER, ERIC, RUSSELL | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| LOCHNER, ERIC, RUSSELL | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| LOCHNER, ERIC, RUSSELL | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| LOCHNER, ERIC, RUSSELL | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| LOCHNER, ERIC, RUSSELL | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| LOCHNER, ERIC, RUSSELL | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| LOCHNER, ERIC, RUSSELL | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| LOCHNER, ERIC, RUSSELL | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| LOCHNER, ERIC, RUSSELL | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| MCDONALD, JAMES, R | I | MEMBER | C | Control |
| MCDONALD, JAMES, R | I | MEMBER | C | Control |
| MCDONALD, JAMES, R | I | MEMBER | C | Control |
| MCDONALD, JAMES, R | I | MEMBER | C | Control |
| MCDONALD, JAMES, R | I | MEMBER | C | Control |
| MCDONALD, JAMES, R | I | MEMBER | C | Control |
| MCDONALD, JAMES, R | I | MEMBER | C | Control |
| MCDONALD, JAMES, R | I | MEMBER | C | Control |
| MCDONALD, JAMES, R | I | MEMBER | C | Control |
| MCDONALD, JAMES, R | I | MEMBER | C | Control |
| MCDONALD, JAMES, R | I | MEMBER | C | Control |
| CLIFT, MARK, A | I | MEMBER | B | |
| CLIFT, MARK, A | I | MEMBER | B | |
| CLIFT, MARK, A | I | MEMBER | B | |
| FRANCESCHI, BERNARD, PAUL | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | B | Control |
| FRANCESCHI, BERNARD, PAUL | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | B | Control |
| FRANCESCHI, BERNARD, PAUL | I | MANAGING MEMBER/CCO | B | Control |
| JACOBS, R, A | I | MEMBER | B | |
| JACOBS, R, A | I | MEMBER | B | |
| JACOBS, R, A | I | MEMBER | B | |
| JOHNSON, DENNIS, C | I | MEMBER | B | |
| JOHNSON, DENNIS, C | I | MEMBER | B | |
| JOHNSON, DENNIS, C | I | MEMBER | B | |
| LOCHNER, ERIC, RUSSELL | I | MEMBER | B | Control |
| LOCHNER, ERIC, RUSSELL | I | MEMBER | B | Control |
| MARKS, SUSAN, J | I | MEMBER | B | |
| MARKS, SUSAN, J | I | MEMBER | B | |
| MARKS, SUSAN, J | I | MEMBER | B | |
| MCDONALD, JAMES, R | I | MEMBER | B | |
| MCDONALD, JAMES, R | I | MEMBER | B | |
| MCDONALD, JAMES, R | I | MEMBER | B | |
| OSWALD, JILL | I | MEMBER | B | Control |
| OSWALD, JILL | I | MEMBER | B | Control |
| WANDTKE, KARIN, SUZANNE | I | MEMBER | B | |
| WANDTKE, KARIN, SUZANNE | I | MEMBER | B |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| AHN, SANG, HYUN | I | MCDONALD FRANCESCHI, LLC | F | |
| AHN, SANG, HYUN | I | MCDONALD FRANCESCHI, LLC | F | |
| AHN, SANG, HYUN | I | MCDONALD FRANCESCHI, LLC | F | |
| AHN, SANG, HYUN | I | MCDONALD FRANCESCHI, LLC | F | |
| AHN, SANG, HYUN | I | MCDONALD FRANCESCHI, LLC | F | |
| AHN, SANG, HYUN | I | MCDONALD FRANCESCHI, LLC | F | |
| AHN, SANG, HYUN | I | MCDONALD FRANCESCHI, LLC | F | |
| CLIFT, MARK, A | I | MCDONALD FRANCESCHI, LLC | F | |
| CLIFT, MARK, A | I | MCDONALD FRANCESCHI, LLC | F | |
| CLIFT, MARK, A | I | MCDONALD FRANCESCHI, LLC | F | |
| CLIFT, MARK, A | I | MCDONALD FRANCESCHI, LLC | F | |
| CLIFT, MARK, A | I | MCDONALD FRANCESCHI, LLC | F | |
| CLIFT, MARK, A | I | MCDONALD FRANCESCHI, LLC | F | |
| CLIFT, MARK, A | I | MCDONALD FRANCESCHI, LLC | F | |
| JACOBS, R, A | I | MCDONALD FRANCESCHI, LLC | F | |
| JACOBS, R, A | I | MCDONALD FRANCESCHI, LLC | F | |
| JACOBS, R, A | I | MCDONALD FRANCESCHI, LLC | F | |
| JACOBS, R, A | I | MCDONALD FRANCESCHI, LLC | F | |
| JACOBS, R, A | I | MCDONALD FRANCESCHI, LLC | F | |
| JACOBS, R, A | I | MCDONALD FRANCESCHI, LLC | F | |
| JACOBS, R, A | I | MCDONALD FRANCESCHI, LLC | F | |
| JOHNSON, DENNIS, C | I | MCDONALD FRANCESCHI, LLC | F | |
| JOHNSON, DENNIS, C | I | MCDONALD FRANCESCHI, LLC | F | |
| JOHNSON, DENNIS, C | I | MCDONALD FRANCESCHI, LLC | F | |
| JOHNSON, DENNIS, C | I | MCDONALD FRANCESCHI, LLC | F | |
| JOHNSON, DENNIS, C | I | MCDONALD FRANCESCHI, LLC | F | |
| JOHNSON, DENNIS, C | I | MCDONALD FRANCESCHI, LLC | F | |
| JOHNSON, DENNIS, C | I | MCDONALD FRANCESCHI, LLC | F | |
| MARKS, SUSAN, J | I | MCDONALD FRANCESCHI, LLC | F | |
| MARKS, SUSAN, J | I | MCDONALD FRANCESCHI, LLC | F | |
| MARKS, SUSAN, J | I | MCDONALD FRANCESCHI, LLC | F | |
| MARKS, SUSAN, J | I | MCDONALD FRANCESCHI, LLC | F | |
| MARKS, SUSAN, J | I | MCDONALD FRANCESCHI, LLC | F | |
| MARKS, SUSAN, J | I | MCDONALD FRANCESCHI, LLC | F | |
| MARKS, SUSAN, J | I | MCDONALD FRANCESCHI, LLC | F | |
| OSWALD, JILL | I | MCDONALD FRANCESCHI, LLC | F | |
| OSWALD, JILL | I | MCDONALD FRANCESCHI, LLC | F | |
| OSWALD, JILL | I | MCDONALD FRANCESCHI, LLC | F | |
| OSWALD, JILL | I | MCDONALD FRANCESCHI, LLC | F | |
| OSWALD, JILL | I | MCDONALD FRANCESCHI, LLC | F | |
| OSWALD, JILL | I | MCDONALD FRANCESCHI, LLC | F | |
| OSWALD, JILL | I | MCDONALD FRANCESCHI, LLC | F | |
| WANDTKE, KARIN, SUZANNE | I | MCDONALD FRANCESCHI, LLC | F | |
| WANDTKE, KARIN, SUZANNE | I | MCDONALD FRANCESCHI, LLC | F | |
| WANDTKE, KARIN, SUZANNE | I | MCDONALD FRANCESCHI, LLC | F | |
| WANDTKE, KARIN, SUZANNE | I | MCDONALD FRANCESCHI, LLC | F | |
| WANDTKE, KARIN, SUZANNE | I | MCDONALD FRANCESCHI, LLC | F | |
| WANDTKE, KARIN, SUZANNE | I | MCDONALD FRANCESCHI, LLC | F | |
| WANDTKE, KARIN, SUZANNE | I | MCDONALD FRANCESCHI, LLC | F |
Registrations
Federal
IA
Mar 30, 2018 REGISTERED
Notice Filings (3)
CA OR WA
Address
520 SW YAMHILL STREETSUITE 1000
PORTLAND, OR 97204
United States
Phone: 503-827-8591