Beechnut Capital Management LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$10,000,000
Clients
6
0% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
6
Very LowAverage account size
$1,666,667
About
Beechnut Capital Management LLC is an independent registered investment adviser that provides ongoing portfolio management and personalized Investment Policy Statements for individual and high‑net‑worth clients. The firm manages roughly $10 million of client assets across a very small number of accounts and tailors portfolios using model allocations and individual recommendations.
The firm documents clients’ goals, risk tolerance and time horizon and offers both discretionary and non‑discretionary advisory services, with the majority of assets reported as managed on a non‑discretionary basis. BCM employs a range of analysis methods (charting, fundamental, technical and modern portfolio theory) and may implement strategies that include long‑ and short‑term trading, options, margin transactions and short sales, each with attendant risks.
Noteworthy characteristics include the firm’s very small scale—one adviser serving a handful of clients—and its predominance of non‑discretionary assets, which is atypical among peer independent advisers. BCM also requires use of a specific institutional custodian and may receive custodial research or services, and it does not accept proxy‑voting authority for client securities.
Client services
Portfolio management
Expertise
Active portfolio management
Options & derivatives strategies
Real estate investing
Wealth management
Fee options
1.00% annually
Account minimum: $100,000 (may be waived at BCM's discretion)
Most active in
Beechnut Capital Management LLC has reported serving >5 clients in these states in the last 12 months.
New York
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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