BP
BEACON POINTE ADVISORS, LLC
SEC RegisteredNEWPORT BEACH, CAhttps://beaconpointefunds.com949-718-1600
Assets Under Management
$25B+
Employees
780
Office Locations
68 offices
Total Accounts
29892
About the firm
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
Services
Private funds / alternatives
Real Estate
Who they serve
| 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
CA
NEWPORT BEACHHQ
PA
BALA CYNWYD
TX
DALLAS
NC
DURHAM
NC
GREENSBORO
CA
SAN JOSE
AZ
SCOTTSDALE
CO
GREENWOOD VILLAGE
WI
MILWAUKEE
TX
FORT WORTH
TN
MEMPHIS
CA
CAMPBELL
TX
WACO
FL
SARASOTA
FL
VERO BEACH
CA
SAN DIEGO
CA
LARKSPUR
CA
SAN DIEGO
UT
DRAPER
SC
GREENVILLE
NJ
ROSELAND
NY
BRIDGEHAMPTON
NY
NEW YORK
MD
COLUMBIA
WI
MIDDLETON
CA
SANTA BARBARA
CA
NEWPORT BEACH
CO
DENVER
TX
DALLAS
CA
SANTA CRUZ
CO
DENVER
IL
SKOKIE
MI
BLOOMFIELD HILLS
CA
PALM DESERT
AZ
SCOTTSDALE
CA
CARLSBAD
FL
FORT LAUDERDALE
NC
CHARLOTTE
IN
INDIANAPOLIS
CA
RIVERSIDE
CA
FRESNO
NC
ASHEVILLE
FL
BONITA SPRINGS
TX
PLANO
MA
WALTHAM
AZ
TUSCON
NV
LAS VEGAS
WA
SEATTLE
CA
NEWPORT BEACH
NJ
SUMMIT
CA
PORTOLA VALLEY
SC
CHARLESTON
TX
SAN ANTONIO
FL
WINTER PARK
PA
CENTER VALLEY
LA
METAIRIE
CA
LOS ANGELES
WI
HUDSON
WA
REDMOND
TX
DALLAS
MN
LAKE ELMO
MN
FARMINGTON
CA
SAN JOSE
CA
PASADENA
CA
NEWPORT BEACH
MA
BOSTON
SC
MT PLEASANT
TX
DALLAS
Advisors at this firm
Showing 100 of 258
Karlie Diane Achenbach
Investment Adviser Representative
Jonathan Theodore Acosta
Investment Adviser Representative
Lewis Daniel Akers
Investment Adviser Representative
Kristian Idar Albornoz
Investment Adviser Representative
Benjamin Jacob Albright
Investment Adviser Representative
Alan Scott Alderfer
Investment Adviser Representative
Louis Christopher Ambrosio
Investment Adviser Representative
Leslie Reynoso Ancona
Investment Adviser Representative
Julie Michelle Anderson
Investment Adviser Representative
Robert Jay Anderson
Investment Adviser Representative
Christopher Carl Andrysiak
Investment Adviser Representative
Matthew John Armistead
Investment Adviser Representative
Kimberly Anne Arnesen
Investment Adviser Representative
Scott William Ayers
Investment Adviser Representative
Michael Glen Bailey
Investment Adviser Representative
Brandon Dale Baker
Investment Adviser Representative
Michael Shawn Bakos
Investment Adviser Representative
John Michael Baxman
Investment Adviser Representative
Michael Roth Beck
Investment Adviser Representative
Miles Bearden Beck
Investment Adviser Representative
Rawles Fulgham Bell
Investment Adviser Representative
Andrew John Bello
Investment Adviser Representative
Brian Alexander Bengry
Investment Adviser Representative
William Griffith Blackard
Investment Adviser Representative
Steven Lee Blankenship
Investment Adviser Representative
Walter Andrew Bond
Investment Adviser Representative
Victoria Adair Boswell
Investment Adviser Representative
Charles Lee Bowes
Investment Adviser Representative
Patrick Stephen Bradford
Investment Adviser Representative
Cooper Allen Branham
Investment Adviser Representative
Michael Breller
Investment Adviser Representative
Annette Eriksen Brinton
Investment Adviser Representative
Tyler M Brock
Investment Adviser Representative
Michael Brogan
Investment Adviser Representative
Dylan Jacob Brooks
Investment Adviser Representative
Kyle Andrew Brown
Investment Adviser Representative
Cory Blake Bruntz
Investment Adviser Representative
Christopher James Budny
Investment Adviser Representative
Vanessa Young Burnett
Investment Adviser Representative
Maria Antonieta Camacho
Investment Adviser Representative
Lesley Estelle Cannan
Investment Adviser Representative
Austin Cassidy
Investment Adviser Representative
Mary Sample Chastain
Investment Adviser Representative
Andrew Bun Chhor
Investment Adviser Representative
Juna Ho Chiang
Investment Adviser Representative
Connor Granston Cirillo
Investment Adviser Representative
Nicholas Michael Colletta
Investment Adviser Representative
James Paul Cooper
Investment Adviser Representative
Greggory Jonas Cowan
Investment Adviser Representative
Cameron Paul Crain
Investment Adviser Representative
Sandrea Joyce Crivellari
Investment Adviser Representative
Lindsey Russell Crow
Investment Adviser Representative
Debra Beth Curry
Investment Adviser Representative
Peter Albert Darius Curtis
Investment Adviser Representative
Raymond Ambrose Daigle
Investment Adviser Representative
James Ferrill Davenport
Investment Adviser Representative
Jennifer Lake Dawson
Investment Adviser Representative
Audrey Hannah Day
Investment Adviser Representative
Daniel Marcelo Deanda
Investment Adviser Representative
Michael Anthony Dempsey
Investment Adviser Representative
Rachael Aucker Derrico
Investment Adviser Representative
Nichole Michelle Diaz
Investment Adviser Representative
Theodore Franklin Dickson
Investment Adviser Representative
William Walter Diehl
Investment Adviser Representative
Kelly Lauren Digonzini
Investment Adviser Representative
Margaret Ann Dolan
Investment Adviser Representative
Michael Gaffney Dow
Investment Adviser Representative
Michael Anthony Dubis
Investment Adviser Representative
Charles George Duncan
Investment Adviser Representative
Paul Douglas Duncan
Investment Adviser Representative
David Michael Emmes
Investment Adviser Representative
Nicholas William English
Investment Adviser Representative
Shannon Flint Eusey
Investment Adviser Representative
Keith Allen Ferguson
Investment Adviser Representative
Keith Allen Ferguson
Investment Adviser Representative
James William Ferrell
Investment Adviser Representative
William John Ferrell
Investment Adviser Representative
Garth Kevin Flint
Investment Adviser Representative
Mark Draper Flint
Investment Adviser Representative
Julien Frazzo
Investment Adviser Representative
Katherine Barrett Fries
Investment Adviser Representative
Chase Anthony Garbers
Investment Adviser Representative
Anca Garcia
Investment Adviser Representative
Alisa B Garnek
Investment Adviser Representative
Crystal Simmons Garner
Investment Adviser Representative
Allison G Geiger
Investment Adviser Representative
Mark Demosthenes Generales
Investment Adviser Representative
Gregory Len Gionfriddo
Investment Adviser Representative
Paige Laverell Goll
Investment Adviser Representative
Briana Grace Gonzales
Investment Adviser Representative
Michael Alexander Gonzalez
Investment Adviser Representative
Jason Alan Guenther
Investment Adviser Representative
Anthony Lawrence Guerrerio
Investment Adviser Representative
William Andrew Haddock
Investment Adviser Representative
Philip Charles Hagopian
Investment Adviser Representative
Andrew Terry Hall
Investment Adviser Representative
Pierce James Halsted
Investment Adviser Representative
Amy Lynn Hammock
Investment Adviser Representative
Tony Han
Investment Adviser Representative
Hunter Kell Hardy
Investment Adviser Representative
Regulatory & compliance
CRD number
#119290
SEC Number
801-60943
Disciplinary History
No
Fee Model & Minimums
Model: AUM / Hourly / Flat Fee / Performance-based
Minimum: $1,000,000 (waivable)
Data as of April 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
Website
beaconpointefunds.comPhone
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Editorial disclosure
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. BEACON POINTE ADVISORS, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.