BEACON POINTE ADVISORS, LLC

SEC Registered

NEWPORT BEACH, CAhttps://beaconpointefunds.com949-718-1600

Assets Under Management

$25B+

Employees

780

Office Locations

68 offices

Total Accounts

29892

About the firm

Beacon Pointe Multi-Alternative Fund (BPMAX) is a continuously offered closed-end management investment company that operates as an interval fund, managed by Beacon Pointe Advisors LLC. The Fund's investment objective is to achieve long-term capital appreciation by pursuing positive absolute returns across market cycles.

Firm Focus

Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.

IndividualsHigh Net WorthInvestment CompaniesPooled VehiclesPension/Profit SharingCharitable OrganizationsState/MunicipalInsurance Companies

Areas of expertise

Alternative InvestmentsPrivate CreditPrivate Real EstatePrivate EquityHedge FundsHedged EquitiesReal AssetsInterval FundClosed-end FundCapital Appreciation

Services

The Fund offers investors access to less liquid alternative investments through a portfolio of Underlying Funds investing in Private Credit, Private Real Estate, Private Equity, Hedge Funds, Hedged Equities, and Real Assets, with daily subscriptions, quarterly redemptions, quarterly distributions, and 1099 tax reporting.

Private funds / alternatives

Real Estate

Who they serve

Investors with no net worth restrictions and a minimum investment of $1,000

Client segment	Clients	Assets managed
Individuals (Non-HNW)	18,083	$6.1B
High Net Worth Individuals	11,482	$43.0B
Investment Companies	1	—
Pooled Investment Vehicles	0	$0
Pension/Profit Sharing Plans	7	$110M
Charitable Organizations	55	$357M
State/Municipal Entities	156	—
Sovereign Wealth Funds	8	—
Corporations	0	$0

265 total clients reported on Form ADV.

Leadership

Shannon Elizabeth Eusey

CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER

Michael Gaffney Dow

CHIEF INVESTMENT OFFICER

Llc Beacon Pointe Advisors Holdings

MEMBER

Llc Beacon Pointe Harmony

OWNER

Matthew Baird Cooper

PRESIDENT

John Raymond Gray

CHIEF FINANCIAL OFFICER

Commie Stevens

CHIEF PRACTICE OFFICER

L.p. Kkr North America Xiii (polyphony) Blocker Parent

OWNER

Kkr North America Xiii (polyphony) Blocker Llc

OWNER

Kkr North America Fund Xiii (polyphony) L.p.

OWNER

Llc Polyphony Topco

OWNER

Kkr Polyphony Aggregator L.p.

OWNER

Llc Polyphony Holdco

OWNER

Llc Polyphony Buyer

OWNER

Llc Beacon Pointe Harmony

OWNER

Karisa Jade Diephouse

CHIEF OPERATING OFFICER

Janet Judith Hathaway

GENERAL COUNSEL

Kkr Associates North America Xiii Aiv L.p.

GENERAL PARTNER

Kkr Associates North America Xiii Aiv L.p.

GENERAL PARTNER

Kkr Polyphony Aggregator Gp Llc

GENERAL PARTNER

Office locations

68 offices in 22 states

NEWPORT BEACHHQ

BALA CYNWYD

DALLAS

DURHAM

GREENSBORO

SAN JOSE

SCOTTSDALE

GREENWOOD VILLAGE

MILWAUKEE

FORT WORTH

MEMPHIS

CAMPBELL

WACO

SARASOTA

VERO BEACH

SAN DIEGO

LARKSPUR

SAN DIEGO

DRAPER

GREENVILLE

ROSELAND

BRIDGEHAMPTON

NEW YORK

COLUMBIA

MIDDLETON

SANTA BARBARA

NEWPORT BEACH

DENVER

DALLAS

SANTA CRUZ

DENVER

SKOKIE

BLOOMFIELD HILLS

PALM DESERT

SCOTTSDALE

CARLSBAD

FORT LAUDERDALE

CHARLOTTE

INDIANAPOLIS

RIVERSIDE

FRESNO

ASHEVILLE

BONITA SPRINGS

PLANO

WALTHAM

TUSCON

LAS VEGAS

SEATTLE

NEWPORT BEACH

SUMMIT

PORTOLA VALLEY

CHARLESTON

SAN ANTONIO

WINTER PARK

CENTER VALLEY

METAIRIE

LOS ANGELES

HUDSON

REDMOND

DALLAS

LAKE ELMO

FARMINGTON

SAN JOSE

PASADENA

NEWPORT BEACH

BOSTON

MT PLEASANT

DALLAS

Advisors at this firm

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BEACON POINTE ADVISORS, LLC

About the firm

Firm Focus

Areas of expertise

Services

Who they serve

Leadership

Office locations

Advisors at this firm

Regulatory & compliance

Contact Information

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