Beacon Coast Partners, LLC: applying for SEC registration, $2,284M AUM, San Francisco, CA
Beacon Coast Partners, LLC (San Francisco, California): applying for SEC registration, $2,284M AUM, San Francisco, CA. Its amount of 2,284 is top-decile (97th percentile of 1,149 records). Dated 153 days ago, it serves as a historical benchmark. Score 65/100. As of 2026-10-28, from SEC monthly roster of registered investment advisers (Form ADV data).
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
amount: 2,284 · 97th percentile of 1,149 NewRiaPulse records · 17.0x the median
Free preview: all 11 published fields of this record are shown below. Locked: 147 related CA NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | Beacon Coast Partners, LLC |
| Legal name | Beacon Coast Partners, LLC |
| CRD | 341584 |
| Status | In 120-day approval window |
| Registered with the SEC | 2026-06-04 |
| Latest Form ADV filing | 2026-09-29 |
| Location | San Francisco, CA, United States |
| Regulatory AUM | $2,283,762,064 |
| Accounts | 556 |
| Employees | 6 |
| Website | https://beaconcoastpartners.com |
| amount percentile | 97th of 1,149 (median 134, 17.0x median) |
| Peer records CSV (148 CA records) | 🔒 Click to unlock → |
| CRM-ready export with official source URLs | 🔒 Click to unlock → |
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CSV columns: Firm · AUM · Accounts · City · State · Registered · official source URL
- Source agency: SEC monthly roster of registered investment advisers (Form ADV data)
- Record date: 2026-06-04
- Data refreshed: 2026-10-28
- Refunds on request within 14 days
Top NewRiaPulse records (CA first): Ftv Capital · Owl Ventures · Meson Quantitative Management LLC · Wndrco Capital Management LLC · Centricus Investment Advisors (Us) LLC · Browse all by state and category →
LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 28 Oct 2026 20:49:58 GMT
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Peer benchmark and outreach value: Beacon Coast Partners, LLC and 148 California peers
- California NewRiaPulse records like this one: 148
- Beacon Coast Partners, LLC's amount: 97th percentile of 1,149 records
- Timing: Low: older than 30 days
- Estimated pipeline if you contact every California peer: $29,600 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
65 / 100 Score
- $2,284M under management.
- Still in the approval window: vendors not yet chosen.
- Website on file.
What is the NewRiaPulse record for Beacon Coast Partners, LLC in San Francisco, California?
Beacon Coast Partners, LLC applied for SEC registration as an investment adviser (2026-06-04) with $2,283,762,064 in regulatory assets under management, based in San Francisco, CA.
How does Beacon Coast Partners, LLC compare to other California NewRiaPulse records?
This is a top-decile record: its amount of 2,284 is 17.0x the median of 134 across 1,149 records. It is 153 days old; check the official source for later updates before acting.
Beacon Coast Partners, LLC vs. top 3 peers
| Organization | Location | Amount | Percentile | Record date |
|---|---|---|---|---|
| Beacon Coast Partners, LLC | San Francisco, CA | 2,284 | 97th | 2026-06-04 |
| Clarity Investment Management INC. | Vancouver | 1,943 | 96th | 2026-07-23 |
| Access Ventures | New York, NY | 1,879 | 96th | 2026-08-06 |
| Collaborative Fund Management LLC | New York, NY | 1,844 | 96th | 2026-09-25 |
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From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.