Data / Investment advisers / California / Beacon Coast Partners, LLC
Beacon Coast Partners, LLC, San Francisco, CA: $2.3 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Beacon Coast Partners, LLC is an SEC registered investment adviser with its main office in San Francisco, California and reports $2.3 billion in regulatory assets under management in its Form ADV filed September 29, 2026. Its clients include high net worth individuals. It is paid through a percentage of assets under management.
The request: Watch Beacon Coast Partners, LLC (CRD number 341584): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 341584
- SEC file number
- 801-136306
- SEC status
- Approved, effective June 4, 2026
- Main office
- 44 Montgomery Street Suite 3065, San Francisco, CA 94104
- Phone
- (415) 426-7520
- Website
- beaconcoastpartners.com
- Regulatory AUM
- $2,283,762,064 in the Form ADV filed September 29, 2026
- Discretionary AUM
- $2,283,762,064
- Accounts
- 556
- Employees
- 6, of which 4 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- September 29, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 33 | $2.28 billion |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| October 2, 2026 | $2.28 billion | September 29, 2026 |
| July 1, 2026 | Not listed | June 10, 2026 |
Other advisers in San Francisco
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Forge Global Advisors LLC | San Francisco | $2.46 billion | 122 | adviserinfo.sec.gov |
| Valeas Capital Partners | San Francisco | $2.43 billion | 13 | adviserinfo.sec.gov |
| Sentry Advisors, LLC | San Francisco | $2.41 billion | Not listed | adviserinfo.sec.gov |
| Cendana Capital | San Francisco | $2.37 billion | 17 | adviserinfo.sec.gov |
| Empros Capital LLC | San Francisco | $2.34 billion | 21 | adviserinfo.sec.gov |
| Logos Global Management, L.P. | San Francisco | $2.25 billion | 5 | adviserinfo.sec.gov |
| Hmi Capital Management, L.P. | San Francisco | $2.15 billion | 2 | adviserinfo.sec.gov |
| Intermede Global Partners Inc | San Francisco | $2.14 billion | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in San Francisco, CA
- Investment advisers in California
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving high net worth individuals
- Beacon Coast Partners, LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.