Beacon Pointe Advisors
Overview
Beacon Pointe Advisors is a national Registered Investment Advisory firm providing comprehensive financial planning and investment services to high-net-worth individuals and institutions. The firm offers a range of services, including private wealth management, institutional consulting, and retirement plan services, with a focus on asset preservation and enhancement through sophisticated investment strategies. With over 750 professionals across more than 90 offices nationwide, Beacon Pointe Advisors has been recognized by various industry publications, including Forbes, Financial Advisor Magazine, and Barron’s, reflecting its commitment to delivering objective and transparent investment guidance aligned with clients' best interests.
Investment Focus
- High-net-worth individuals
- Institutions
- Defined contribution plans
- Families
Portfolio Companies
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Frequently asked questions about Beacon Pointe Advisors
What sectors does Beacon Pointe Advisors invest in?
Beacon Pointe Advisors invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Industrials, and is based in Newport Beach, California, United States. Beacon Pointe Advisors is listed as a institutional investor in the ConnectSafely investor database.
What stage does Beacon Pointe Advisors invest at?
Beacon Pointe Advisors backs companies at Growth, Late Stage, Pre-IPO, Buyout, Turnaround and Distressed, writing cheques of 1M - 50M.
Which regions does Beacon Pointe Advisors invest in?
Beacon Pointe Advisors invests across United States.
Who are the partners at Beacon Pointe Advisors?
Team members listed for Beacon Pointe Advisors include Eric Witte (Managing Director, Partner) and Lesley Cannan (Partner, Managing Director).
What companies has Beacon Pointe Advisors invested in?
Beacon Pointe Advisors's portfolio includes Apple, Microsoft, Amazon, Facebook, Johnson & Johnson, ExxonMobil, Procter & Gamble and Visa.
How do I contact Beacon Pointe Advisors?
Beacon Pointe Advisors's contact details — including phone and LinkedIn — are listed in the ConnectSafely investor database, along with its website and the LinkedIn profiles of its partners.
Last updated · Source: ConnectSafely investor database
