Beacon Pointe Overview

Financial ServicesCompany

Is Beacon Pointe PE-backed?

Yes. Beacon Pointe is owned by private equity investor KKR.

Was Beacon Pointe formerly PE-backed?

Yes. Beacon Pointe was formerly owned by 1 private investor.

Where is Beacon Pointe headquartered?

Beacon Pointe is headquartered in Newport Beach, California.

How many employees does Beacon Pointe have?

Beacon Pointe has 150 employees.

What sector is Beacon Pointe in?

Beacon Pointe is a financial services company.

When was Beacon Pointe founded?

Beacon Pointe was founded in 2002.

Beacon Pointe

Beacon Pointe Advisors LLC

24 Corporate Plaza Drive, Suite 150,
Newport Beach, California 92660
United States,
(949) 718-1600
www.beaconpointe.com

Beacon Pointe is a registered investment adviser. Clients rely on Beacon Pointe’s professional advisors to help determine investment goals, establish asset allocation guidelines, screen investment managers for selection, evaluate fund performance, and develop strategic financial plans. Beacon Pointe was founded in 2002 and is based in Newport Beach, California.


M&A Summary

Buy vs Sell

Year ≤ '20 '21 '22 '23 '24 '25 T
Buy (3.6/yr) # - 3 - - 3 12 18
Sell (0.0/yr) # - - - - - - 0
  18

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