BEAUMONT FINANCIAL ADVISORS, LLC

Legal name: BEAUMONT FINANCIAL PARTNERS

CRD #322925 SEC #801-126715 NEEDHAM, MA 781-400-2800

SEC Registered

Total AUM

$3.4B

Discretionary

$2.5B

Employees

Clients

251

Accounts

4,275

Firm Details

Organization Type: Limited Liability Company
State of Formation: Delaware
Fiscal Year End: DECEMBER
Registration Date: --
Latest Filing: Mar 27, 2025
Branch Offices: 1

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

Name	Type	Title / Status	Ownership	Control
CAHILL, THOMAS, JOSEPH	I	DIRECTOR OF WEALTH MANAGEMENT	NA	Control
CAHILL, THOMAS, JOSEPH	I	DIRECTOR OF WEALTH MANAGEMENT	NA	Control
CAHILL, THOMAS, JOSEPH	I	DIRECTOR OF WEALTH MANAGEMENT	NA	Control
CAHILL, THOMAS, JOSEPH	I	DIRECTOR OF WEALTH MANAGEMENT	NA	Control
CAHILL, THOMAS, JOSEPH	I	DIRECTOR OF WEALTH MANAGEMENT	NA	Control
CAHILL, THOMAS, JOSEPH	I	DIRECTOR OF WEALTH MANAGEMENT	NA	Control
CAHILL, THOMAS, JOSEPH	I	DIRECTOR OF WEALTH MANAGEMENT	NA	Control
CAHILL, THOMAS, JOSEPH	I	DIRECTOR OF WEALTH MANAGEMENT	NA	Control
CAHILL, THOMAS, JOSEPH	I	DIRECTOR OF WEALTH MANAGEMENT	NA	Control
CAHILL, THOMAS, JOSEPH	I	DIRECTOR OF WEALTH MANAGEMENT	NA	Control
CAHILL, THOMAS, JOSEPH	I	DIRECTOR OF WEALTH MANAGEMENT	NA	Control
CAHILL, THOMAS, JOSEPH	I	DIRECTOR OF WEALTH MANAGEMENT	NA	Control
DUBUQUE, PHILIP, JULIEN	I	CHIEF INVESTMENT OFFICER	NA	Control
DUBUQUE, PHILIP, JULIEN	I	CHIEF INVESTMENT OFFICER	NA	Control
DUBUQUE, PHILIP, JULIEN	I	CHIEF INVESTMENT OFFICER	NA	Control
DUBUQUE, PHILIP, JULIEN	I	CHIEF INVESTMENT OFFICER	NA	Control
DUBUQUE, PHILIP, JULIEN	I	CHIEF INVESTMENT OFFICER	NA	Control
DUBUQUE, PHILIP, JULIEN	I	CHIEF INVESTMENT OFFICER	NA	Control
DUBUQUE, PHILIP, JULIEN	I	CHIEF INVESTMENT OFFICER	NA	Control
DUBUQUE, PHILIP, JULIEN	I	CHIEF INVESTMENT OFFICER	NA	Control
DUBUQUE, PHILIP, JULIEN	I	CHIEF INVESTMENT OFFICER	NA	Control
DUBUQUE, PHILIP, JULIEN	I	CHIEF INVESTMENT OFFICER	NA	Control
DUBUQUE, PHILIP, JULIEN	I	CHIEF INVESTMENT OFFICER	NA	Control
DUBUQUE, PHILIP, JULIEN	I	CHIEF INVESTMENT OFFICER	NA	Control
FIORE, LAWRENCE, ANTHONY	I	DIRECTOR OF TAX SERVICES	NA	Control
FIORE, LAWRENCE, ANTHONY	I	DIRECTOR OF TAX SERVICES	NA	Control
FIORE, LAWRENCE, ANTHONY	I	DIRECTOR OF TAX SERVICES	NA	Control
FIORE, LAWRENCE, ANTHONY	I	DIRECTOR OF TAX SERVICES	NA	Control
FIORE, LAWRENCE, ANTHONY	I	DIRECTOR OF TAX SERVICES	NA	Control
FIORE, LAWRENCE, ANTHONY	I	DIRECTOR OF TAX SERVICES	NA	Control
FIORE, LAWRENCE, ANTHONY	I	DIRECTOR OF TAX SERVICES	NA	Control
FIORE, LAWRENCE, ANTHONY	I	DIRECTOR OF TAX SERVICES	NA	Control
FIORE, LAWRENCE, ANTHONY	I	DIRECTOR OF TAX SERVICES	NA	Control
HURLEY, EDWARD, FRANCIS	I	CHIEF FINANCIAL OFFICER	NA	Control
HURLEY, EDWARD, FRANCIS	I	CHIEF FINANCIAL OFFICER	NA	Control
HURLEY, EDWARD, FRANCIS	I	CHIEF FINANCIAL OFFICER	NA	Control
HURLEY, EDWARD, FRANCIS	I	CHIEF FINANCIAL OFFICER	NA	Control
HURLEY, EDWARD, FRANCIS	I	CHIEF FINANCIAL OFFICER	NA	Control
HURLEY, EDWARD, FRANCIS	I	CHIEF FINANCIAL OFFICER	NA	Control
HURLEY, EDWARD, FRANCIS	I	CHIEF FINANCIAL OFFICER	NA	Control
HURLEY, EDWARD, FRANCIS	I	CHIEF FINANCIAL OFFICER	NA	Control
HURLEY, EDWARD, FRANCIS	I	CHIEF FINANCIAL OFFICER	NA	Control
HURLEY, EDWARD, FRANCIS	I	CHIEF FINANCIAL OFFICER	NA	Control
HURLEY, EDWARD, FRANCIS	I	CHIEF FINANCIAL OFFICER	NA	Control
HURLEY, EDWARD, FRANCIS	I	CHIEF FINANCIAL OFFICER	NA	Control
SNYDER, MICHAEL, HARRIS	I	CHIEF COMPLIANCE OFFICER	NA	Control
SNYDER, MICHAEL, HARRIS	I	CHIEF COMPLIANCE OFFICER	NA	Control
SNYDER, MICHAEL, HARRIS	I	CHIEF COMPLIANCE OFFICER	NA	Control
SNYDER, MICHAEL, HARRIS	I	CHIEF COMPLIANCE OFFICER	NA	Control
SNYDER, MICHAEL, HARRIS	I	CHIEF COMPLIANCE OFFICER	NA	Control
SNYDER, MICHAEL, HARRIS	I	CHIEF COMPLIANCE OFFICER	NA	Control
SNYDER, MICHAEL, HARRIS	I	CHIEF COMPLIANCE OFFICER	NA	Control
SNYDER, MICHAEL, HARRIS	I	CHIEF COMPLIANCE OFFICER	NA	Control
SNYDER, MICHAEL, HARRIS	I	CHIEF COMPLIANCE OFFICER	NA	Control
SNYDER, MICHAEL, HARRIS	I	CHIEF COMPLIANCE OFFICER	NA	Control
SNYDER, MICHAEL, HARRIS	I	CHIEF COMPLIANCE OFFICER	NA	Control
SNYDER, MICHAEL, HARRIS	I	CHIEF COMPLIANCE OFFICER	NA	Control
FOCUS OPERATING, LLC	DE	MEMBER (MANAGER)	E	Control
FOCUS OPERATING, LLC	DE	MEMBER (MANAGER)	E	Control
FOCUS OPERATING, LLC	DE	MEMBER (MANAGER)	E	Control
FOCUS OPERATING, LLC	DE	MEMBER (MANAGER)	E	Control
FOCUS OPERATING, LLC	DE	MEMBER (MANAGER)	E	Control
FOCUS OPERATING, LLC	DE	MEMBER (MANAGER)	E	Control
FOCUS OPERATING, LLC	DE	MEMBER (MANAGER)	E	Control
FOCUS OPERATING, LLC	DE	MEMBER (MANAGER)	E	Control
FOCUS OPERATING, LLC	DE	MEMBER (MANAGER)	E	Control
FOCUS OPERATING, LLC	DE	MEMBER (MANAGER)	E	Control
FOCUS OPERATING, LLC	DE	MEMBER (MANAGER)	E	Control
FOCUS OPERATING, LLC	DE	MEMBER (MANAGER)	E	Control

Indirect Owners (Schedule B)

Name	Type	Entity	Ownership	Control
FERDINAND FFP ACQUISITION, LLC	DE	FOCUS FINANCIAL PARTNERS INC.	E	Control
FERDINAND FFP ACQUISITION, LLC	DE	FOCUS FINANCIAL PARTNERS INC.	E	Control
FERDINAND FFP ACQUISITION, LLC	DE	FOCUS FINANCIAL PARTNERS INC.	E	Control
FERDINAND FFP ACQUISITION, LLC	DE	FOCUS FINANCIAL PARTNERS INC.	E	Control
FERDINAND FFP ACQUISITION, LLC	DE	FOCUS FINANCIAL PARTNERS INC.	E	Control
FERDINAND FFP ACQUISITION, LLC	DE	FOCUS FINANCIAL PARTNERS INC.	E	Control
FERDINAND FFP INTERMEDIATE HOLDINGS, LLC	DE	FERDINAND FFP ACQUISITION, LLC	E	Control
FERDINAND FFP INTERMEDIATE HOLDINGS, LLC	DE	FERDINAND FFP ACQUISITION, LLC	E	Control
FERDINAND FFP INTERMEDIATE HOLDINGS, LLC	DE	FERDINAND FFP ACQUISITION, LLC	E	Control
FERDINAND FFP INTERMEDIATE HOLDINGS, LLC	DE	FERDINAND FFP ACQUISITION, LLC	E	Control
FERDINAND FFP INTERMEDIATE HOLDINGS, LLC	DE	FERDINAND FFP ACQUISITION, LLC	E	Control
FERDINAND FFP INTERMEDIATE HOLDINGS, LLC	DE	FERDINAND FFP ACQUISITION, LLC	E	Control
FERDINAND FFP PARENT, INC	DE	FERDINAND FFP INTERMEDIATE HOLDINGS, LLC	E	Control
FERDINAND FFP PARENT, INC	DE	FERDINAND FFP INTERMEDIATE HOLDINGS, LLC	E	Control
FERDINAND FFP PARENT, INC	DE	FERDINAND FFP INTERMEDIATE HOLDINGS, LLC	E	Control
FERDINAND FFP PARENT, INC	DE	FERDINAND FFP INTERMEDIATE HOLDINGS, LLC	E	Control
FERDINAND FFP PARENT, INC	DE	FERDINAND FFP INTERMEDIATE HOLDINGS, LLC	E	Control
FERDINAND FFP PARENT, INC	DE	FERDINAND FFP INTERMEDIATE HOLDINGS, LLC	E	Control
FERDINAND FFP ULTIMATE HOLDINGS, LP	DE	FOCUS FINANCIAL PARTNERS INC.	E	Control
FERDINAND FFP ULTIMATE HOLDINGS, LP	DE	FERDINAND FFP PARENT, INC	E	Control
FERDINAND FFP ULTIMATE HOLDINGS, LP	DE	FOCUS FINANCIAL PARTNERS INC.	E	Control
FERDINAND FFP ULTIMATE HOLDINGS, LP	DE	FERDINAND FFP PARENT, INC	E	Control
FERDINAND FFP ULTIMATE HOLDINGS, LP	DE	FOCUS FINANCIAL PARTNERS INC.	E	Control
FERDINAND FFP ULTIMATE HOLDINGS, LP	DE	FERDINAND FFP PARENT, INC	E	Control
FERDINAND FFP ULTIMATE HOLDINGS, LP	DE	FOCUS FINANCIAL PARTNERS INC.	E	Control
FERDINAND FFP ULTIMATE HOLDINGS, LP	DE	FERDINAND FFP PARENT, INC	E	Control
FERDINAND FFP ULTIMATE HOLDINGS, LP	DE	FOCUS FINANCIAL PARTNERS INC.	E	Control
FERDINAND FFP ULTIMATE HOLDINGS, LP	DE	FERDINAND FFP PARENT, INC	E	Control
FERDINAND FFP ULTIMATE HOLDINGS, LP	DE	FOCUS FINANCIAL PARTNERS INC.	E	Control
FERDINAND FFP ULTIMATE HOLDINGS, LP	DE	FERDINAND FFP PARENT, INC	E	Control
FOCUS FINANCIAL PARTNERS INC.	DE	FOCUS FINANCIAL PARTNERS, LLC	E	Control
FOCUS FINANCIAL PARTNERS INC.	DE	FOCUS FINANCIAL PARTNERS, LLC	E	Control
FOCUS FINANCIAL PARTNERS INC.	DE	FOCUS FINANCIAL PARTNERS, LLC	E	Control
FOCUS FINANCIAL PARTNERS INC.	DE	FOCUS FINANCIAL PARTNERS, LLC	E	Control
FOCUS FINANCIAL PARTNERS INC.	DE	FOCUS FINANCIAL PARTNERS, LLC	E	Control
FOCUS FINANCIAL PARTNERS INC.	DE	FOCUS FINANCIAL PARTNERS, LLC	E	Control
FOCUS FINANCIAL PARTNERS INC.	DE	FOCUS FINANCIAL PARTNERS, LLC	E	Control
FOCUS FINANCIAL PARTNERS INC.	DE	FOCUS FINANCIAL PARTNERS, LLC	E	Control
FOCUS FINANCIAL PARTNERS INC.	DE	FOCUS FINANCIAL PARTNERS, LLC	E	Control
FOCUS FINANCIAL PARTNERS INC.	DE	FOCUS FINANCIAL PARTNERS, LLC	E	Control
FOCUS FINANCIAL PARTNERS INC.	DE	FOCUS FINANCIAL PARTNERS, LLC	E	Control
FOCUS FINANCIAL PARTNERS, LLC	DE	FOCUS OPERATING, LLC	E	Control
FOCUS FINANCIAL PARTNERS, LLC	DE	FOCUS OPERATING, LLC	E	Control
FOCUS FINANCIAL PARTNERS, LLC	DE	FOCUS OPERATING, LLC	E	Control
FOCUS FINANCIAL PARTNERS, LLC	DE	FOCUS OPERATING, LLC	E	Control
FOCUS FINANCIAL PARTNERS, LLC	DE	FOCUS OPERATING, LLC	E	Control
FOCUS FINANCIAL PARTNERS, LLC	DE	FOCUS OPERATING, LLC	E	Control
FOCUS FINANCIAL PARTNERS, LLC	DE	FOCUS OPERATING, LLC	E	Control
FOCUS FINANCIAL PARTNERS, LLC	DE	FOCUS OPERATING, LLC	E	Control
FOCUS FINANCIAL PARTNERS, LLC	DE	FOCUS OPERATING, LLC	E	Control
FOCUS FINANCIAL PARTNERS, LLC	DE	FOCUS OPERATING, LLC	E	Control
FOCUS FINANCIAL PARTNERS, LLC	DE	FOCUS OPERATING, LLC	E	Control
CD&R FERDINAND HOLDINGS, L.P.	DE	FERDINAND FFP ULTIMATE HOLDINGS, LP	D	Control
CD&R FERDINAND HOLDINGS, L.P.	DE	FERDINAND FFP ULTIMATE HOLDINGS, LP	D	Control
CD&R FERDINAND HOLDINGS, L.P.	DE	FERDINAND FFP ULTIMATE HOLDINGS, LP	D	Control
CD&R FERDINAND HOLDINGS, L.P.	DE	FERDINAND FFP ULTIMATE HOLDINGS, LP	D	Control
CD&R FERDINAND HOLDINGS, L.P.	DE	FERDINAND FFP ULTIMATE HOLDINGS, LP	D	Control
CD&R FERDINAND HOLDINGS, L.P.	DE	FERDINAND FFP ULTIMATE HOLDINGS, LP	D	Control
CLAYTON, DUBILIER & RICE FUND XII, L.P.	FE	CD&R FERDINAND HOLDINGS, L.P.	D	Control
CLAYTON, DUBILIER & RICE FUND XII, L.P.	FE	CD&R FERDINAND HOLDINGS, L.P.	D	Control
CLAYTON, DUBILIER & RICE FUND XII, L.P.	FE	CD&R FERDINAND HOLDINGS, L.P.	D	Control
CLAYTON, DUBILIER & RICE FUND XII, L.P.	FE	CD&R FERDINAND HOLDINGS, L.P.	D	Control
CLAYTON, DUBILIER & RICE FUND XII, L.P.	FE	CD&R FERDINAND HOLDINGS, L.P.	D	Control
CLAYTON, DUBILIER & RICE FUND XII, L.P.	FE	CD&R FERDINAND HOLDINGS, L.P.	D	Control
CD&R FERDINAND CO-INVESTOR, L.P.	FE	CD&R FERDINAND HOLDINGS, L.P.	C	Control
CD&R FERDINAND CO-INVESTOR, L.P.	FE	CD&R FERDINAND HOLDINGS, L.P.	C	Control
CD&R FERDINAND CO-INVESTOR, L.P.	FE	CD&R FERDINAND HOLDINGS, L.P.	C	Control
CD&R FERDINAND CO-INVESTOR, L.P.	FE	CD&R FERDINAND HOLDINGS, L.P.	C	Control
CD&R FERDINAND CO-INVESTOR, L.P.	FE	CD&R FERDINAND HOLDINGS, L.P.	C	Control
CD&R FERDINAND CO-INVESTOR, L.P.	FE	CD&R FERDINAND HOLDINGS, L.P.	C	Control

Registrations

Federal

Mar 27, 2025 REGISTERED

Notice Filings (35)

AZ CA CO CT DC FL GA IA IL IN KY LA MA MD ME MI MN MO NC NE NH NJ NM NY OH OK PA RI SC TN TX VA VT WA WI

Address

250 1ST AVENUE, SUITE 101
NEEDHAM, MA 02494
United States

Phone: 781-400-2800