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BEACON POINTE ADVISORS LLC

HQ - Newport Beach

Summary

Beacon Pointe Advisors is one of the largest independent registered investment advisory firms in the US.

Deals Overview

Total Deals19

Valued Deals0

Total Value-

Avg. Deal Size-

Market Context

Senior Management

Commie Stevens
Chief Practice Officer
Garth Flint
Co-Founder
Sara Drake
Communications Director

15 BONHILL STREET, LONDON, EC2A 4DN, UNITED KINGDOM.

Deals (19)

Service Providers

Relationships

Portfolio

Team

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United States

Asset Managers and Custodians

MajorityAcquisitionPrivatePrivate Equity

target

Beacon Pointe Advisors

bidder

Abry Partners

value n/a

12 dealmakers

United States

Asset Managers and Custodians

MajorityAcquisitionPrivate EquityPrivate

target

Ferrell Wealth Management

bidder

Abry Partners

value n/a

12 dealmakers

United StatesUnited States

Asset Managers and Custodians

DomesticMajorityPrivateAcquisition

target

Essex Wealth Management

bidder

Beacon Pointe Advisors

value n/a

9 dealmakers

United States

Asset Managers and Custodians

PrivateMajorityAcquisitionDomestic

target

Wealthstreet Investment Advisors

bidder

Beacon Pointe Advisors

value n/a

7 dealmakers

United States

Asset Managers and Custodians

AcquisitionDomesticPrivateMajority

target

Wealth Design

bidder

Beacon Pointe Advisors

value n/a

6 dealmakers

United States

Private Equity

AcquisitionDomesticMajorityPrivatePrivate Equity

target

Dmj Wealth Advisors

bidder

Beacon Pointe Advisors

value n/a

8 dealmakers

United States

Private Equity

DomesticPrivate EquityAcquisitionPrivateMajority

target

Dr Saur Financial

bidder

Beacon Pointe Advisors

value n/a

7 dealmakers

United States

Asset Managers and Custodians

AcquisitionPrivateMajorityDomestic

target

Stonegate Capital Advisors

bidder

Beacon Pointe Advisors

value n/a

8 dealmakers

United States

Asset Managers and Custodians

Private EquityPrivateMinorityAcquisitionDomestic

target

Beacon Pointe Advisors

bidder

Kkr & Co

value n/a

10 dealmakers

United States

Asset Managers and Custodians

AcquisitionDomesticPrivateMajority

target

Rosenthal Retirement Planning

bidder

Beacon Pointe Advisors

value n/a

8 dealmakers

United States

Asset Managers and Custodians

AcquisitionPrivateDomesticMajority

target

Northstar Investment Advisors

bidder

Beacon Pointe Advisors

value n/a

11 dealmakers

United States

Financial Data and Systems

PrivateAcquisitionDomesticMajority

target

Rainier Financial Group

bidder

Beacon Pointe Advisors

value n/a

12 dealmakers

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