Hedge Fund Database

BECK BODE LLC

Adviser information for BECK BODE LLC last updated from Form ADV on March 28th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Limited Liability Company
Fiscal Year End DECEMBER
Legal Location Massachusetts, United States

Employees

Total Number of Employees 17
Investment Advisory/Research 13
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 16
Licensed Agents of an Insurance Company 0
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 2,876 $556.4M
Non-Discretionary 0 $0
Total 2,876 $556.4M

Clients

Type Number RAUM
Individuals 1,020 $231.1M
HNW Individuals 148 $320.0M
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans 15 $5.3M
Charitable organizations 0 $0
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses 0 $0
Other 0 $0
Type Number
No. of Non-RAUM Clients 0
No. of Non-U.S. Clients 0
No. of Financial Planning Clients 101-250

Services

Advisory Services Financial planningPortfolio management for individuals and/or small businessesPension consulting servicesFINANCIAL CONSULTING AND PROVIDING SUB-ADVISORY SERVICES TO OTHER RIAS
Compensation % of AUMFixed fees
Other Business Activities TAX PREPARATION

Identifiers

SEC RIA File Number 801-107188
SEC ERA File Number 801-107188
SEC CIK Numbers 1790548
SEC CRD Numbers 282611
Legal Entity Identifier None

Principal Office

858 WASHINGTON STREET
SUITE 100
DEDHAM
MA
United States
BY APPOINTMENT ONLY, 9 AM - 4:30 PM
Tel: 617-209-2224, Fax: 617-249-0298

Websites

www.instagram.com/beckbode/ www.facebook.com/beckbodewm/ www.beckbode.com/ www.intentionaladvice.com/ www.linkedin.com/in/brianursu/ www.linkedin.com/in/benjamin-beck-cfp%c2%ae-ba93709/ www.linkedin.com/in/tammy-stoerkel-693807138/ www.linkedin.com/in/jimbode/ www.linkedin.com/company/beck-bode-wealth-management

Chief Compliance Officer

BENJAMIN BECK
CO-MANAGING PARTNER
858 WASHINGTON STREET
SUITE 100
DEDHAM
MA
United States
Tel: 617-209-2224
Fax: 617-249-0298
(Full email address available in API data)

Industry Affiliates

None

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
BECK, BENJAMIN, W Individual – MANAGING PARTNER AND CHIEF COMPLIANCE OFFICER 02/2013 50-75%
BODE, JAMES Individual – MANAGING PARTNER 02/2013 50-75%
Williams, Angel, Melissa Individual – CHIEF OPERATING OFFICER 12/2022 < 5%

No. Employees, Historic

40200201920202021202220232024202521 on 4/22/201921 on 5/30/201921 on 7/3/201922 on 7/15/201921 on 8/13/201921 on 8/19/201921 on 9/18/201921 on 1/15/202025 on 3/31/202025 on 6/30/202025 on 7/14/202029 on 3/29/202129 on 3/30/202124 on 3/31/202238 on 12/8/202238 on 12/9/202240 on 3/31/202340 on 4/28/202340 on 10/24/202317 on 3/28/2024

RAUM, Historic

600M300M02019202020212022202320242025254702000 on 4/22/2019254702000 on 5/30/2019254702000 on 7/3/2019254702000 on 7/15/2019254702000 on 8/13/2019254702000 on 8/19/2019254702000 on 9/18/2019254702000 on 1/15/2020275548528 on 3/31/2020275548528 on 6/30/2020275548528 on 7/14/2020342218634 on 3/29/2021342218634 on 3/30/2021433780344 on 3/31/2022433780344 on 12/8/2022433780344 on 12/9/2022489836573 on 3/31/2023489836573 on 4/28/2023489836573 on 10/24/2023556359779 on 3/28/2024

No. Clients, Historic

2,0001,00002019202020212022202320242025705 on 4/22/2019705 on 5/30/2019705 on 7/3/2019705 on 7/15/2019705 on 8/13/2019705 on 8/19/2019705 on 9/18/2019705 on 1/15/20201382 on 3/31/20201382 on 6/30/20201382 on 7/14/20201105 on 3/29/20211105 on 3/30/20211267 on 3/31/20221267 on 12/8/20221267 on 12/9/20221196 on 3/31/20231196 on 4/28/20231196 on 10/24/20231183 on 3/28/2024

Holdings

From latest 13F, filed August 15th, 2024 for period ending June 30th, 2024
Name Class Value $USD # Shares Private Fund
ABBVIE INC COM 7M 43K –
AFLAC INC COM 13M 143K –
ALPHABET INC CAP STK CL C 12M 68K –
AMAZON COM INC COM 651K 3K –
AMEREN CORP COM 12M 174K –
AMERICAN ELEC PWR CO INC COM 835K 10K –
AMERICAN WTR WKS CO INC NEW COM 13M 104K –
AMPHENOL CORP NEW CL A 1M 20K –
APPLE INC COM 2M 8K –
ARISTA NETWORKS INC COM 15M 43K –
ATMOS ENERGY CORP COM 13M 111K –
BILIBILI INC SPONS ADS REP Z 165K 11K –
CACI INTL INC CL A 7M 15K –
CADENCE DESIGN SYSTEM INC COM 402K 1K –
CELSIUS HLDGS INC COM NEW 633K 11K –
CENTENE CORP DEL COM 5M 74K –
CENTRAIS ELETRICAS BRASILEIR SPONSORED ADR 11M 2M –
CMS ENERGY CORP COM 13M 216K –
COMPANHIA DE SANEAMENTO BASI SPONSORED ADR 661K 49K –
CONSOLIDATED EDISON INC COM 764K 9K –
COSTCO WHSL CORP NEW COM 14M 16K –
CROWDSTRIKE HLDGS INC CL A 13M 35K –
CYBERARK SOFTWARE LTD SHS 1M 5K –
DATADOG INC CL A COM 580K 4K –
DAVIS FUNDAMENTAL ETF TR SELECT US EQTY 926K 23K –
DELL TECHNOLOGIES INC CL C 2M 13K –
DIGITAL RLTY TR INC COM 7M 44K –
DISNEY WALT CO COM 7M 74K –
DRAFTKINGS INC NEW COM CL A 664K 17K –
DTE ENERGY CO COM 13M 120K –
E L F BEAUTY INC COM 1M 7K –
EATON CORP PLC SHS 12M 39K –
ECOLAB INC COM 2M 10K –
ELI LILLY & CO COM 15M 17K –
EMERSON ELEC CO COM 647K 6K –
EXELON CORP COM 875K 25K –
FERRARI N V COM 1M 3K –
FIDELITY COVINGTON TRUST DIVID ETF RISI 2M 44K –
FIDELITY COVINGTON TRUST MSCI UTILS INDEX 2M 40K –
FIRST TR EXCHANGE-TRADED FD RISNG DIVD ACHIV 5M 88K –
FIRST TR EXCHANGE-TRADED FD NO AMER ENERGY 1M 41K –
FIRST TR EXCHANGE-TRADED FD CAP STRENGTH ETF 3M 32K –
FIRST TR EXCHANGE-TRADED FD DIVIDEND STRNGTH 929K 19K –
FIRST TR EXCHANGE-TRADED FD WTR ETF 465K 5K –
FIRST TR EXCHNG TRADED FD VI TCW OPPORTUNIS 3M 67K –
FIRST TR NAS100 EQ WEIGHTED SHS 2M 15K –
FIRST TRUST LRGCP GWT ALPHAD COM SHS 4M 29K –
FLOWSERVE CORP COM 2M 39K –
FORTIVE CORP COM 587K 8K –
GUARDANT HEALTH INC COM 8M 269K –
HEALTHEQUITY INC COM 780K 9K –
HUBSPOT INC COM 1M 2K –
INSULET CORP COM 19M 93K –
INVESCO EXCH TRADED FD TR II CEF INM COMPSI 2M 114K –
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 3M 19K –
ISHARES TR PFD AND INCM SEC 2M 68K –
ISHARES TR CORE S&P US VLU 3M 32K –
ISHARES TR RUS MID CAP ETF 2M 19K –
ISHARES TR ISHARES BIOTECH 1M 9K –
ISHARES TR RUS 1000 GRW ETF 202K 554 –
J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM 2M 39K –
J P MORGAN EXCHANGE TRADED F DIVERSFD EQT ETF 921K 21K –
JPMORGAN CHASE & CO. COM 13M 63K –
KAYNE ANDERSON ENERGY INFRST COM 463K 45K –
KB HOME COM 2M 25K –
KRAFT HEINZ CO COM 6M 181K –
LULULEMON ATHLETICA INC COM 12M 39K –
MARSH & MCLENNAN COS INC COM 991K 5K –
MARTIN MARIETTA MATLS INC COM 6M 11K –
MCDONALDS CORP COM 223K 874 –
MERCADOLIBRE INC COM 911K 555 –
MICROSOFT CORP COM 18M 40K –
MINISO GROUP HLDG LTD SPONSORED ADS 1M 65K –
NATIONAL GRID PLC SPONSORED ADR NE 11M 188K –
NETFLIX INC COM 12M 17K –
NEXTERA ENERGY INC COM 12M 171K –
NISOURCE INC COM 13M 439K –
NUTANIX INC CL A 230K 4K –
NVIDIA CORPORATION COM 23M 183K –
ON HLDG AG NAMEN AKT A 518K 13K –
OSCAR HEALTH INC CL A 9M 564K –
PACER FDS TR US CASH COWS 100 762K 14K –
PDD HOLDINGS INC SPONSORED ADS 16M 121K –
PEPSICO INC COM 2M 10K –
PHILLIPS 66 COM 1M 9K –
RTX CORPORATION COM 563K 6K –
SALESFORCE INC COM 1M 4K –
SCORPIO TANKERS INC SHS 2M 27K –
SELECT SECTOR SPDR TR RL EST SEL SEC 1M 35K –
SPDR S&P 500 ETF TR TR UNIT 1M 2K –
STRATEGIC ED INC COM 1M 9K –
TAL EDUCATION GROUP SPONSORED ADS 5M 464K –
TANGER INC COM 2M 71K –
TENCENT MUSIC ENTMT GROUP SPON ADS 308K 22K –
TJX COS INC NEW COM 809K 7K –
TOLL BROTHERS INC COM 818K 7K –
TRADEWEB MKTS INC CL A 1M 13K –
UNITED AIRLS HLDGS INC COM 6M 126K –
UNITED THERAPEUTICS CORP DEL COM 3M 8K –
VANECK ETF TRUST BDC INCOME ETF 806K 47K –
WEC ENERGY GROUP INC COM 12M 148K –
WEX INC COM 1M 6K –
WORKDAY INC CL A 6M 28K –
WYNN RESORTS LTD COM 576K 6K –