# Beacon Coast Partners, LLC

> 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.

- CRD: 341584
- Filed as: BEACON COAST PARTNERS, LLC
- Registration: SEC-registered investment adviser (status as filed: 120-Day Approval)
- Location: San Francisco, CA
- Filing period: October 2026
- Form ADV filing dated: September 29, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/341584
- AdvisorCensus page: https://advisorcensus.com/firm/beacon-coast-partners-llc-san-francisco-ca-341584

## Quick answers

**How is Beacon Coast Partners, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Beacon Coast Partners, LLC reports these compensation arrangements: a percentage of assets under its management.

**How much does Beacon Coast Partners, LLC charge?**
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.

**Where is Beacon Coast Partners, LLC located?**
Beacon Coast Partners, LLC's principal office is in San Francisco, CA, according to its Form ADV.

**Is Beacon Coast Partners, LLC registered with the SEC or a state?**
Beacon Coast Partners, LLC is an SEC-registered investment advisory firm, registered since 2026. Status as filed: 120-Day Approval. CRD 341584.

**How much does Beacon Coast Partners, LLC manage?**
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).

**What types of clients does Beacon Coast Partners, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (33).

**Which custodians does Beacon Coast Partners, LLC use?**
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.

**Does Beacon Coast Partners, LLC report any disciplinary disclosures?**
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

**Does Beacon Coast Partners, LLC state an account minimum?**
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."

**What changed in Beacon Coast Partners, LLC's recent Form ADV filings?**
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.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated June 9, 2026)

- Asset-based fee: up to 1.5% of assets a year (the maximum the brochure states)

> 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.

- Account minimum: None

> Beacon Coast generally does not impose a minimum relationship size; however, its services are generally tailored to high-net-worth families and related individuals.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Fidelity Brokerage Services LLC

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.

### Regulatory assets under management (Item 5.F)
- Total: $2,283,762,064
- Discretionary: $2,283,762,064
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | 33 | $2,283,762,064 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2026 (0 years)
- Employees: 6 total, 4 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: CA, NH, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- beaconcoast.com
- beaconcoastpartners.com

## Changes in the filing (last 12 months)

### October 2026
- Regulatory assets under management went from $0 to $2,283,762,064.
- Registered or notice-filed in NH, TX.

### July 2026
- Newly registered with the SEC.
- Updated its list of owners and control persons (Schedule A).

### June 2026
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Beacon Coast Partners, LLC (CRD 341584): Form ADV filing data as of October 2026.