{
  "crd_number": 341584,
  "slug": "beacon-coast-partners-llc-san-francisco-ca-341584",
  "primary_business_name": "BEACON COAST PARTNERS, LLC",
  "legal_name": "BEACON COAST PARTNERS, LLC",
  "dbas": [],
  "city": "San Francisco",
  "state": "CA",
  "country": "United States",
  "cbsa_code": "41860",
  "metro": {
    "cbsa_code": "41860",
    "common_name": "San Francisco",
    "msa_name": "San Francisco-Oakland-Fremont, CA",
    "path": "/advisors/ca/san-francisco"
  },
  "registration_type": "sec",
  "registration_status": "120-Day Approval",
  "registration_date": "2026-06-04",
  "years_registered": 0,
  "period": "2026-10-01",
  "filing_date": "2026-09-29",
  "carried_forward": false,
  "raum_total": 2283762064.0,
  "raum_discretionary": 2283762064.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "1b_5b",
  "raum_band_label": "$1 billion to $5 billion",
  "total_employees": 6,
  "advisory_employees": 4,
  "client_count_bucket": null,
  "clients_by_type": {
    "high_net_worth_individuals": {
      "raum": 2283762064.0,
      "count": 33
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": true,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "NH",
    "TX"
  ],
  "websites": [
    "https://beaconcoast.com",
    "https://beaconcoastpartners.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/341584",
  "city_as_filed": "SAN FRANCISCO",
  "url": "https://advisorcensus.com/firm/beacon-coast-partners-llc-san-francisco-ca-341584",
  "display_name": "Beacon Coast Partners, LLC",
  "summary": "Beacon Coast Partners, LLC is an SEC-registered investment advisory firm in San Francisco, CA, registered since 2026, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated September 29, 2026.",
  "citation": "AdvisorCensus. Beacon Coast Partners, LLC (CRD 341584): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Beacon Coast Partners, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Beacon Coast Partners, LLC reports these compensation arrangements: a percentage of assets under its management."
    },
    {
      "q": "How much does Beacon Coast Partners, LLC charge?",
      "a": "Its Form ADV Part 2A brochure dated June 9, 2026 states: Asset-based fee: up to 1.5% of assets a year (the maximum the brochure states). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Beacon Coast Partners, LLC located?",
      "a": "Beacon Coast Partners, LLC's principal office is in San Francisco, CA, according to its Form ADV."
    },
    {
      "q": "Is Beacon Coast Partners, LLC registered with the SEC or a state?",
      "a": "Beacon Coast Partners, LLC is an SEC-registered investment advisory firm, registered since 2026. Status as filed: 120-Day Approval. CRD 341584."
    },
    {
      "q": "How much does Beacon Coast Partners, LLC manage?",
      "a": "Beacon Coast Partners, LLC reports $2,283,762,064 in regulatory assets under management in its Form ADV filing dated September 29, 2026 (100% discretionary)."
    },
    {
      "q": "What types of clients does Beacon Coast Partners, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (33)."
    },
    {
      "q": "Which custodians does Beacon Coast Partners, LLC use?",
      "a": "Beacon Coast Partners, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Brokerage Services LLC as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Beacon Coast Partners, LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/341584"
    },
    {
      "q": "Does Beacon Coast Partners, LLC state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated June 9, 2026 says: \"Beacon Coast generally does not impose a minimum relationship size; however, its services are generally tailored to high-net-worth families and related individuals.\""
    },
    {
      "q": "What changed in Beacon Coast Partners, LLC's recent Form ADV filings?",
      "a": "In the October 2026 filing data: Regulatory assets under management went from $0 to $2,283,762,064. Registered or notice-filed in NH, TX."
    }
  ],
  "filing_history": [],
  "recent_changes": [
    {
      "period": "2026-10-01",
      "period_label": "October 2026",
      "notes": [
        "Regulatory assets under management went from $0 to $2,283,762,064.",
        "Registered or notice-filed in NH, TX."
      ]
    },
    {
      "period": "2026-07-01",
      "period_label": "July 2026",
      "notes": [
        "Newly registered with the SEC.",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2026-06-01",
      "period_label": "June 2026",
      "notes": [
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated June 9, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": "1.5% of assets a year",
    "account_minimum": "None",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Asset-based fee",
        "statements": [
          "Asset-based fee: up to 1.5% of assets a year (the maximum the brochure states)"
        ],
        "quotes": [
          "Wealth management fees are range up to 1.50% annually, based on several factors, including: the scope and complexity of the services to be provided; the level of assets to be managed; and the overall relationship with the Advisor."
        ]
      },
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: None"
        ],
        "quotes": [
          "Beacon Coast generally does not impose a minimum relationship size; however, its services are generally tailored to high-net-worth families and related individuals."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": 1.5,
      "account_minimum": 0.0,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "Wealth management fees are range up to 1.50% annually, based on several factors, including: the scope and complexity of the services to be provided; the level of assets to be managed; and the overall relationship with the Advisor.",
      "Beacon Coast generally does not impose a minimum relationship size; however, its services are generally tailored to high-net-worth families and related individuals."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Fidelity Brokerage Services LLC",
      "name_as_filed": "FIDELITY BROKERAGE SERVICES LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/beacon-coast-partners-llc-san-francisco-ca-341584.md",
  "clients": [
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 33,
      "fewer_than_5": false,
      "raum": 2283762064.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/341584",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}