BEACON CAPITAL, LLC
CRD #286316 SEC #801-120315 CEDAR RAPIDS, IA 319-389-4371
SEC Registered Disclosures
Total AUM
$176.2M
Discretionary
$176.2M
Employees
5
Clients
--
Accounts
951
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jan 2025 | $176.2M | $176.2M | $0 | 5 | 130 |
| Jan 2024 | $158.1M | $158.1M | $0 | 5 | 131 |
| Oct 2023 | $142.3M | $142.3M | $0 | 4 | 116 |
| Aug 2023 | $132.3M | $132.3M | $0 | 4 | 116 |
| Jan 2023 | $132.3M | $132.3M | $0 | 4 | 116 |
| Jan 2022 | $154.2M | $154.2M | $0 | 4 | 91 |
| Jan 2022 | $115M | $115M | $0 | 4 | 0 |
| Nov 2021 | $115M | $115M | $0 | 4 | 0 |
| Apr 2021 | $115M | $115M | $0 | 4 | 0 |
| Jan 2021 | $115M | $115M | $0 | 4 | 0 |
DateJan 2025
Total AUM$176.2M
Discretionary$176.2M
Non-Disc.$0
Employees5
Clients130
DateJan 2024
Total AUM$158.1M
Discretionary$158.1M
Non-Disc.$0
Employees5
Clients131
DateOct 2023
Total AUM$142.3M
Discretionary$142.3M
Non-Disc.$0
Employees4
Clients116
DateAug 2023
Total AUM$132.3M
Discretionary$132.3M
Non-Disc.$0
Employees4
Clients116
DateJan 2023
Total AUM$132.3M
Discretionary$132.3M
Non-Disc.$0
Employees4
Clients116
DateJan 2022
Total AUM$154.2M
Discretionary$154.2M
Non-Disc.$0
Employees4
Clients91
DateJan 2022
Total AUM$115M
Discretionary$115M
Non-Disc.$0
Employees4
Clients0
DateNov 2021
Total AUM$115M
Discretionary$115M
Non-Disc.$0
Employees4
Clients0
DateApr 2021
Total AUM$115M
Discretionary$115M
Non-Disc.$0
Employees4
Clients0
DateJan 2021
Total AUM$115M
Discretionary$115M
Non-Disc.$0
Employees4
Clients0