BEACON CAPITAL MANAGEMENT, LLC
CRD #156228 SEC #801-106678 FRANKLIN, TN 615-224-9794
SEC Registered
Total AUM
$1.1B
Discretionary
$1.1B
Employees
35
Clients
--
Accounts
5,398
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $1.1B | $1.1B | $20.5M | 35 | 0 |
| Apr 2024 | $859.2M | $802.7M | $56.5M | 31 | 0 |
| Apr 2024 | $859.2M | $802.7M | $56.5M | 31 | 0 |
| Mar 2024 | $859.2M | $802.7M | $56.5M | 31 | 0 |
| Mar 2023 | $673.1M | $619.8M | $53.3M | 30 | 2,600 |
| Mar 2022 | $712M | $663.6M | $48.4M | 30 | 0 |
| Sep 2021 | $601M | $554.1M | $46.9M | 27 | 0 |
| Jun 2021 | $601M | $554.1M | $46.9M | 27 | 0 |
| Mar 2021 | $601M | $554.1M | $46.9M | 27 | 0 |
| Mar 2021 | $601M | $554.1M | $46.9M | 27 | 0 |
| Jun 2020 | $434.8M | $432M | $2.8M | 27 | 300 |
| Mar 2020 | $434.8M | $432M | $2.8M | 27 | 300 |
| Dec 2019 | $297.5M | $297.5M | $0 | 27 | 300 |
| Nov 2019 | $297.5M | $297.5M | $0 | 27 | 300 |
| Mar 2019 | $297.5M | $297.5M | $0 | 11 | 300 |
| Aug 2018 | $216.9M | $216.9M | $0 | 11 | 303 |
| Mar 2018 | $216.9M | $216.9M | $0 | 11 | 303 |
| Mar 2017 | $153.3M | $153.3M | $0 | 11 | 1,000 |
| Mar 2017 | $153.3M | $153.3M | $0 | 11 | 1,000 |
| Mar 2017 | $153.3M | $153.3M | $0 | 11 | 1,000 |
| Mar 2016 | $108.2M | $108.2M | $0 | 6 | 759 |
| Sep 2015 | $100.3M | $100.3M | $0 | 5 | 700 |
| Sep 2015 | $100.3M | $100.3M | $0 | 5 | 700 |
DateMar 2025
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$20.5M
Employees35
Clients0
DateApr 2024
Total AUM$859.2M
Discretionary$802.7M
Non-Disc.$56.5M
Employees31
Clients0
DateApr 2024
Total AUM$859.2M
Discretionary$802.7M
Non-Disc.$56.5M
Employees31
Clients0
DateMar 2024
Total AUM$859.2M
Discretionary$802.7M
Non-Disc.$56.5M
Employees31
Clients0
DateMar 2023
Total AUM$673.1M
Discretionary$619.8M
Non-Disc.$53.3M
Employees30
Clients2,600
DateMar 2022
Total AUM$712M
Discretionary$663.6M
Non-Disc.$48.4M
Employees30
Clients0
DateSep 2021
Total AUM$601M
Discretionary$554.1M
Non-Disc.$46.9M
Employees27
Clients0
DateJun 2021
Total AUM$601M
Discretionary$554.1M
Non-Disc.$46.9M
Employees27
Clients0
DateMar 2021
Total AUM$601M
Discretionary$554.1M
Non-Disc.$46.9M
Employees27
Clients0
DateMar 2021
Total AUM$601M
Discretionary$554.1M
Non-Disc.$46.9M
Employees27
Clients0
DateJun 2020
Total AUM$434.8M
Discretionary$432M
Non-Disc.$2.8M
Employees27
Clients300
DateMar 2020
Total AUM$434.8M
Discretionary$432M
Non-Disc.$2.8M
Employees27
Clients300
DateDec 2019
Total AUM$297.5M
Discretionary$297.5M
Non-Disc.$0
Employees27
Clients300
DateNov 2019
Total AUM$297.5M
Discretionary$297.5M
Non-Disc.$0
Employees27
Clients300
DateMar 2019
Total AUM$297.5M
Discretionary$297.5M
Non-Disc.$0
Employees11
Clients300
DateAug 2018
Total AUM$216.9M
Discretionary$216.9M
Non-Disc.$0
Employees11
Clients303
DateMar 2018
Total AUM$216.9M
Discretionary$216.9M
Non-Disc.$0
Employees11
Clients303
DateMar 2017
Total AUM$153.3M
Discretionary$153.3M
Non-Disc.$0
Employees11
Clients1,000
DateMar 2017
Total AUM$153.3M
Discretionary$153.3M
Non-Disc.$0
Employees11
Clients1,000
DateMar 2017
Total AUM$153.3M
Discretionary$153.3M
Non-Disc.$0
Employees11
Clients1,000
DateMar 2016
Total AUM$108.2M
Discretionary$108.2M
Non-Disc.$0
Employees6
Clients759
DateSep 2015
Total AUM$100.3M
Discretionary$100.3M
Non-Disc.$0
Employees5
Clients700
DateSep 2015
Total AUM$100.3M
Discretionary$100.3M
Non-Disc.$0
Employees5
Clients700