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Beacon Park Capital, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$65,252,328
Total clients
23
100% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
23
Average account size
$2,837,058
About
Beacon Park Capital, LLC is a single-advisor independent registered investment adviser that manages separately managed accounts for individuals, family offices, trusts and estates. The firm oversees a relatively small client roster and manages roughly $65 million in assets, providing ongoing portfolio management and retirement-account advice through both a proprietary strategy and client-specific tailored strategies.
The firm’s proprietary Long Term Growth program seeks longer-term outperformance of broad equity benchmarks using a concentrated equity approach that may hold roughly a dozen to a few dozen stock positions and can employ options, short selling, derivatives and margin. Its Tailored Strategy customizes allocations to clients’ objectives and risk tolerances and the firm employs fundamental and technical analysis with both long- and short-term trading as appropriate, monitoring accounts on a regular basis.
Distinctive features include the firm’s public presentation of performance results and the use of performance-based compensation for clients in its Long Term Growth program, with those participants required to meet regulatory “qualified client” criteria—both of which are uncommon among solo independent advisers. As a small, solo-managed firm, Beacon Park Capital also provides regular unaudited reporting and has documented policies intended to address potential conflicts when managing both performance-fee and asset-fee accounts.
Client services
Financial planning
Portfolio management
Expertise
Active portfolio management
Options & derivatives strategies
Occupation focus
Executive
Founder/Business Owner
Fee options
$0+: Long Term Growth Strategy: 1.5% per annum (0.375% quarterly) plus 25% performance fee over S&P 500 (Hurdled Performance Fee) OR 1.0% per annum (0.25% quarterly) plus 20% performance fee over 8% annual return (Standard Performance Fee) $0+: Tailored Strategy: Fees generally do not exceed 1.5% per annum; fees are negotiated and agreed upon with each client individually
Performance fees for Long Term Growth Strategy: 25% of net capital appreciation over S&P 500 hurdle or 20% over 8% hurdle, depending on fee structure selected by client
Account minimum: $1,100,000 Fee-only: Advisory fees as described above; no commissions received
Main office location
Beacon Park Capital, LLC
Los Altos CA, United States
Number of offices
1
Most active in
Beacon Park Capital, LLC has reported serving >5 clients in these states in the last 12 months.
California · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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