TELEMUS/BEACON INVESTMENT COMPANY LLC
Legal name: BEACON ASSET MANAGEMENT, LLC
CRD #142129 SEC #801-67441 SOUTHFIELD, MI 248-827-1800
SEC Registered
Total AUM
$366.7M
Discretionary
$366.7M
Employees
10
Clients
0
Accounts
322
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jan 18, 2013
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| FARLEY, CATHERINE, ELIZABETH | I | CFO | NA | Control |
| FARLEY, CATHERINE, ELIZABETH | I | CFO | NA | Control |
| FARLEY, CATHERINE, ELIZABETH | I | CFO | NA | Control |
| FARLEY, CATHERINE, ELIZABETH | I | CHIEF FINANCIAL OFFICER | NA | Control |
| FARLEY, CATHERINE, ELIZABETH | I | CFO | NA | Control |
| FARLEY, CATHERINE, ELIZABETH | I | CHIEF FINANCIAL OFFICER | NA | Control |
| FARLEY, CATHERINE, ELIZABETH | I | CFO | NA | Control |
| FARLEY, CATHERINE, ELIZABETH | I | CHIEF FINANCIAL OFFICER | NA | Control |
| FARLEY, CATHERINE, ELIZABETH | I | CFO | NA | Control |
| FARLEY, CATHERINE, ELIZABETH | I | CFO | NA | Control |
| FARLEY, CATHERINE, ELIZABETH | I | CHIEF FINANCIAL OFFICER | NA | Control |
| FARLEY, CATHERINE, ELIZABETH | I | CHIEF FINANCIAL OFFICER | NA | Control |
| FARLEY, CATHERINE, ELIZABETH | I | CHIEF FINANCIAL OFFICER | NA | Control |
| FARLEY, CATHERINE, ELIZABETH | I | CHIEF FINANCIAL OFFICER | NA | Control |
| GREENWALD, STEVEN, JAY | I | PRESIDENT, COO, CHIEF COMPLIANCE OFFICER | NA | Control |
| GREENWALD, STEVEN, JAY | I | PRESIDENT, COO, CHIEF COMPLIANCE OFFICER | NA | Control |
| GREENWALD, STEVEN, JAY | I | PRESIDENT, COO, CHIEF COMPLIANCE OFFICER | NA | Control |
| GREENWALD, STEVEN, JAY | I | PRESIDENT, COO, CHIEF COMPLIANCE OFFICER | NA | Control |
| OPPENHEIM, ERIC, CARL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| OPPENHEIM, ERIC, CARL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| OPPENHEIM, ERIC, CARL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| OPPENHEIM, ERIC, CARL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| OPPENHEIM, ERIC, CARL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| OPPENHEIM, ERIC, CARL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| OPPENHEIM, ERIC, CARL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| OPPENHEIM, ERIC, CARL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| OPPENHEIM, ERIC, CARL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| OPPENHEIM, ERIC, CARL | I | CHIEF OPERATING OFFICER / CHIEF COMPLIANCE OFFICER | NA | Control |
| OPPENHEIM, ERIC, CARL | I | CHIEF OPERATING OFFICER / CHIEF COMPLIANCE OFFICER | NA | Control |
| OPPENHEIM, ERIC, CARL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| RAN, GARY, LOUIS | I | CHAIRMAN / CHIEF EXECUTIVE OFFICER | NA | Control |
| RAN, GARY, LOUIS | I | CHAIRMAN / CHIEF EXECUTIVE OFFICER | NA | Control |
| ROBINSON, JAMES, CHRISTOPHER | I | CEO, CIO | NA | Control |
| ROBINSON, JAMES, CHRISTOPHER | I | CEO, CIO | NA | Control |
| ROBINSON, JAMES, CHRISTOPHER | I | CEO, CIO | NA | Control |
| ROBINSON, JAMES, CHRISTOPHER | I | CEO/CHIEF INVESTMENT OFFICER | NA | Control |
| ROBINSON, JAMES, CHRISTOPHER | I | CEO, CIO | NA | Control |
| ROBINSON, JAMES, CHRISTOPHER | I | CEO/CHIEF INVESTMENT OFFICER | NA | Control |
| ROBINSON, JAMES, CHRISTOPHER | I | CEO/CHIEF INVESTMENT OFFICER | NA | Control |
| ROBINSON, JAMES, CHRISTOPHER | I | CEO/CHIEF INVESTMENT OFFICER | NA | Control |
| ROBINSON, JAMES, CHRISTOPHER | I | CEO, CIO | NA | Control |
| ROBINSON, JAMES, CHRISTOPHER | I | CEO, CIO | NA | Control |
| ROBINSON, JAMES, CHRISTOPHER | I | CEO/CHIEF INVESTMENT OFFICER | NA | Control |
| ROBINSON, JAMES, CHRISTOPHER | I | CEO/CHIEF INVESTMENT OFFICER | NA | Control |
| ROBINSON, JAMES, CHRISTOPHER | I | CEO/CHIEF INVESTMENT OFFICER | NA | Control |
| ROBINSON, JAMES, CHRISTOPHER | I | CEO/CHIEF INVESTMENT OFFICER | NA | Control |
| SCHLAGHECK, ROBERT, JAMES | I | CHIEF FINANCIAL OFFICER / CONTROLLER | NA | Control |
| SCHLAGHECK, ROBERT, JAMES | I | CHIEF FINANCIAL OFFICER / CONTROLLER | NA | Control |
| TELEMUS CAPITAL PARTNERS, LLC | DE | MEMBER | E | Control |
| TELEMUS CAPITAL PARTNERS, LLC | DE | MEMBER | E | Control |
| TELEMUS CAPITAL PARTNERS, LLC | DE | MEMBER | E | Control |
| TELEMUS CAPITAL PARTNERS, LLC | DE | MEMBER | E | Control |
| TELEMUS CAPITAL PARTNERS, LLC | DE | MEMBER | E | Control |
| TELEMUS CAPITAL PARTNERS, LLC | DE | MEMBER | E | Control |
| TELEMUS CAPITAL PARTNERS, LLC | DE | MEMBER | E | Control |
| TELEMUS CAPITAL PARTNERS, LLC | DE | MEMBER | E | Control |
| TELEMUS CAPITAL PARTNERS, LLC | DE | MEMBER | E | Control |
| TELEMUS CAPITAL PARTNERS, LLC | DE | MEMBER | E | Control |
| TELEMUS CAPITAL PARTNERS, LLC | DE | MEMBER | E | Control |
| TELEMUS CAPITAL PARTNERS, LLC | DE | MEMBER | E | Control |
| TELEMUS CAPITAL PARTNERS, LLC | DE | MEMBER | E | Control |
| TELEMUS CAPITAL PARTNERS, LLC | DE | MEMBER | E | Control |
| TELEMUS CAPITAL PARTNERS, LLC | DE | MEMBER | E | Control |
| TELEMUS CAPITAL PARTNERS, LLC | DE | MEMBER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| BASS, ANDREW, R | I | TELEMUS CAPITAL PARTNERS, LLC | F | Control |
| BASS, ANDREW, R | I | TELEMUS CAPITAL PARTNERS, LLC | F | Control |
| BASS, ANDREW, R | I | TELEMUS CAPITAL PARTNERS, LLC | F | Control |
| BASS, ANDREW, R | I | TELEMUS CAPITAL PARTNERS, LLC | F | Control |
| DAWSON, COLE, COLEMAN | I | TELEMUS CAPITAL PARTNERS, LLC | F | Control |
| DAWSON, COLE, COLEMAN | I | TELEMUS CAPITAL PARTNERS, LLC | F | Control |
| DAWSON, COLE, COLEMAN | I | TELEMUS CAPITAL PARTNERS, LLC | F | Control |
| DAWSON, COLE, COLEMAN | I | TELEMUS CAPITAL PARTNERS, LLC | F | Control |
| DAWSON, COLE, COLEMAN | I | TELEMUS CAPITAL PARTNERS, LLC | F | Control |
| DAWSON, COLE, COLEMAN | I | TELEMUS CAPITAL PARTNERS, LLC | F | Control |
| GREENWALD, STEVEN, JAY | I | TELEMUS CAPITAL PARTNERS, LLC | F | Control |
| GREENWALD, STEVEN, JAY | I | TELEMUS CAPITAL PARTNERS, LLC | F | Control |
| GREENWALD, STEVEN, JAY | I | TELEMUS CAPITAL PARTNERS, LLC | F | Control |
| GREENWALD, STEVEN, JAY | I | TELEMUS CAPITAL PARTNERS, LLC | F | Control |
| GREENWALD, STEVEN, JAY | I | TELEMUS CAPITAL PARTNERS, LLC | F | Control |
| GREENWALD, STEVEN, JAY | I | TELEMUS CAPITAL PARTNERS, LLC | F | Control |
| GREENWALD, STEVEN, JAY | I | TELEMUS CAPITAL PARTNERS, LLC | F | Control |
| GREENWALD, STEVEN, JAY | I | TELEMUS CAPITAL PARTNERS, LLC | F | Control |
| HERMELIN, BRIAN, MICHAEL | I | TELEMUS CAPITAL PARTNERS, LLC | F | Control |
| HERMELIN, BRIAN, MICHAEL | I | TELEMUS CAPITAL PARTNERS, LLC | F | Control |
| HERMELIN, BRIAN, MICHAEL | I | TELEMUS CAPITAL PARTNERS, LLC | F | Control |
| HERMELIN, BRIAN, MICHAEL | I | TELEMUS CAPITAL PARTNERS, LLC | F | Control |
| HERMELIN, BRIAN, MICHAEL | I | TELEMUS CAPITAL PARTNERS, LLC | F | Control |
| HERMELIN, BRIAN, MICHAEL | I | TELEMUS CAPITAL PARTNERS, LLC | F | Control |
| HERMELIN, BRIAN, MICHAEL | I | TELEMUS CAPITAL PARTNERS, LLC | F | Control |
| HERMELIN, BRIAN, MICHAEL | I | TELEMUS CAPITAL PARTNERS, LLC | F | Control |
| HERMELIN, BRIAN, MICHAEL | I | TELEMUS CAPITAL PARTNERS, LLC | F | Control |
| HERMELIN, BRIAN, MICHAEL | I | TELEMUS CAPITAL PARTNERS, LLC | F | Control |
| ORLEY, ROBERT, HARRIS | I | TELEMUS CAPITAL PARTNERS, LLC | F | Control |
| ORLEY, ROBERT, HARRIS | I | TELEMUS CAPITAL PARTNERS, LLC | F | Control |
| ORLEY, ROBERT, HARRIS | I | TELEMUS CAPITAL PARTNERS, LLC | F | Control |
| ORLEY, ROBERT, HARRIS | I | TELEMUS CAPITAL PARTNERS, LLC | F | Control |
| ORLEY, ROBERT, HARRIS | I | TELEMUS CAPITAL PARTNERS, LLC | F | Control |
| ORLEY, ROBERT, HARRIS | I | TELEMUS CAPITAL PARTNERS, LLC | F | Control |
| ORLEY, ROBERT, HARRIS | I | TELEMUS CAPITAL PARTNERS, LLC | F | Control |
| ORLEY, ROBERT, HARRIS | I | TELEMUS CAPITAL PARTNERS, LLC | F | Control |
| ORLEY, ROBERT, HARRIS | I | TELEMUS CAPITAL PARTNERS, LLC | F | Control |
| ORLEY, ROBERT, HARRIS | I | TELEMUS CAPITAL PARTNERS, LLC | F | Control |
| RAN, GARY, LOUIS | I | TELEMUS CAPITAL PARTNERS, LLC | F | Control |
| RAN, GARY, LOUIS | I | TELEMUS CAPITAL PARTNERS, LLC | F | Control |
| RAN, GARY, LOUIS | I | TELEMUS CAPITAL PARTNERS, LLC | F | Control |
| RAN, GARY, LOUIS | I | TELEMUS CAPITAL PARTNERS, LLC | F | Control |
| RAN, GARY, LOUIS | I | TELEMUS CAPITAL PARTNERS, LLC | F | Control |
| RAN, GARY, LOUIS | I | TELEMUS CAPITAL PARTNERS, LLC | F | Control |
| RAN, GARY, LOUIS | I | TELEMUS CAPITAL PARTNERS, LLC | F | Control |
| RAN, GARY, LOUIS | I | TELEMUS CAPITAL PARTNERS, LLC | F | Control |
| RAN, GARY, LOUIS | I | TELEMUS CAPITAL PARTNERS, LLC | F | Control |
| REID, GREGORY, ALLEN | I | TELEMUS CAPITAL PARTNERS, LLC | F | Control |
| REID, GREGORY, ALLEN | I | TELEMUS CAPITAL PARTNERS, LLC | F | Control |
| REID, GREGORY, ALLEN | I | TELEMUS CAPITAL PARTNERS, LLC | F | Control |
| REID, GREGORY, ALLEN | I | TELEMUS CAPITAL PARTNERS, LLC | F | Control |
| REID, GREGORY, ALLEN | I | TELEMUS CAPITAL PARTNERS, LLC | F | Control |
| REID, GREGORY, ALLEN | I | TELEMUS CAPITAL PARTNERS, LLC | F | Control |
| ROBINSON, JAMES, CHRISTOPHER | I | TELEMUS CAPITAL PARTNERS, LLC | F | Control |
| ROBINSON, JAMES, CHRISTOPHER | I | TELEMUS CAPITAL PARTNERS, LLC | F | Control |
| ROBINSON, JAMES, CHRISTOPHER | I | TELEMUS CAPITAL PARTNERS, LLC | F | Control |
| ROBINSON, JAMES, CHRISTOPHER | I | TELEMUS CAPITAL PARTNERS, LLC | F | Control |
| ROBINSON, JAMES, CHRISTOPHER | I | TELEMUS CAPITAL PARTNERS, LLC | F | Control |
| ROBINSON, JAMES, CHRISTOPHER | I | TELEMUS CAPITAL PARTNERS, LLC | F | Control |
| ROBINSON, JAMES, CHRISTOPHER | I | TELEMUS CAPITAL PARTNERS, LLC | F | Control |
| ROBINSON, JAMES, CHRISTOPHER | I | TELEMUS CAPITAL PARTNERS, LLC | F | Control |
| SHIFFMAN, GARY, ALLEN | I | TELEMUS CAPITAL PARTNERS, LLC | F | Control |
| SHIFFMAN, GARY, ALLEN | I | TELEMUS CAPITAL PARTNERS, LLC | F | Control |
| SHIFFMAN, GARY, ALLEN | I | TELEMUS CAPITAL PARTNERS, LLC | F | Control |
| SHIFFMAN, GARY, ALLEN | I | TELEMUS CAPITAL PARTNERS, LLC | F | Control |
| STONE, ROBERT, ALLEN | I | TELEMUS CAPITAL PARTNERS, LLC | F | Control |
| STONE, ROBERT, ALLEN | I | TELEMUS CAPITAL PARTNERS, LLC | F | Control |
| STONE, ROBERT, ALLEN | I | TELEMUS CAPITAL PARTNERS, LLC | F | Control |
| STONE, ROBERT, ALLEN | I | TELEMUS CAPITAL PARTNERS, LLC | F | Control |
| STONE, ROBERT, ALLEN | I | TELEMUS CAPITAL PARTNERS, LLC | F | Control |
| STONE, ROBERT, ALLEN | I | TELEMUS CAPITAL PARTNERS, LLC | F | Control |
| WOLBERG, LYLE, MATTHEW | I | TELEMUS CAPITAL PARTNERS, LLC | F | Control |
| WOLBERG, LYLE, MATTHEW | I | TELEMUS CAPITAL PARTNERS, LLC | F | Control |
| WOLBERG, LYLE, MATTHEW | I | TELEMUS CAPITAL PARTNERS, LLC | F | Control |
| WOLBERG, LYLE, MATTHEW | I | TELEMUS CAPITAL PARTNERS, LLC | F | Control |
| WOLBERG, LYLE, MATTHEW | I | TELEMUS CAPITAL PARTNERS, LLC | F | Control |
| WOLBERG, LYLE, MATTHEW | I | TELEMUS CAPITAL PARTNERS, LLC | F | Control |
| RAN, GARY, LOUIS | I | TELEMUS CAPITAL PARTNERS, LLC | C | Control |
| RAN, GARY, LOUIS | I | TELEMUS CAPITAL PARTNERS, LLC | C | Control |
| RAN, GARY, LOUIS | I | TELEMUS CAPITAL PARTNERS, LLC | C | Control |
| RAN, GARY, LOUIS | I | TELEMUS CAPITAL PARTNERS, LLC | C | Control |
| RAN, GARY, LOUIS | I | TELEMUS CAPITAL PARTNERS, LLC | C | Control |
| RAN, GARY, LOUIS | I | TELEMUS CAPITAL PARTNERS, LLC | C | Control |
| RAN, GARY, LOUIS | I | TELEMUS CAPITAL PARTNERS, LLC | C | Control |
Registrations
Federal
IA
Jan 18, 2013 REGISTERED
Notice Filings (15)
CA CT FL GA IA IL IN MI NH NY OH OK TX VA VT
Address
TWO TOWNE SQUARESUITE 800
SOUTHFIELD, MI 48076
United States
Phone: 248-827-1800