Hedge Fund Database

BEECH HILL ADVISORS, INC

Adviser information for BEECH HILL ADVISORS, INC 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 Corporation
Fiscal Year End DECEMBER
Legal Location New York, United States

Employees

Total Number of Employees 8
Investment Advisory/Research 7
Registered Broker-Dealer Representatives 5
Registered State Investment Advisers 7
Licensed Agents of an Insurance Company 1
No. of Firms/People that Solicit Clients 1

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 269 $301.9M
Non-Discretionary 7 $11.2M
Total 276 $313.1M

Clients

Type Number RAUM
Individuals 227 $115.3M
HNW Individuals 52 $197.9M
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 0 $0
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 1
No. of Financial Planning Clients 11-25

Services

Advisory Services Financial planningPortfolio management for individuals and/or small businessesMarket timing services
Compensation % of AUMCommissions

Identifiers

SEC RIA File Number 801-31503
SEC ERA File Number 801-31503
SEC CIK Numbers 1356202
SEC CRD Numbers 110457
Legal Entity Identifier None

Principal Office

880 THIRD AVE 16TH FLOOR
NEW YORK
NY
United States
Monday - Friday, 9:00 A.M. - 5:00 P.M.
Tel: 212-350-7250, Fax: 212-350-7201

Websites

www.bh-adv.com/

Chief Compliance Officer

PAUL S CANTOR
880 THIRD AVENUE
NEW YORK
NY
United States
Tel: 212-350-7272
Fax: 212-350-7201
(Full email address available in API data)

Regulatory Contact

VERONICA MARTON
VP/ADMINISTRATOR
880 THIRD AVENUE
16TH FLOOR
NEW YORK
NY
United States
Tel: 212-350-7250
Fax: 212-350-7201
(Full email address available in API data)

Industry Affiliates

BEECH HILL FINANCIAL, LLC Insurance company or agency
BEECH HILL SECURITIES, INC. Broker-dealer, municipal securities dealer, or gov securities broker or dealer

Private Funds

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

Control Persons

Name Type Entity Title Since Ownership
CANTOR, PAUL, SETH Individual – PRESIDENT, STOCKHOLDER 12/1987 25-50%
WURM, WILLIAM, ROBERT Individual – CHIEF INVESTMENT OFFICER, CORP SEC, STOCKHOLDER 10/2003 25-50%
MARTON, VERONICA, C Individual – ADMINISTRATOR, STOCKHOLDER 01/2007 5-10%
WURM, WILLIAM, ROBERT Individual – CHIEF EXECUTIVE OFFICER 03/2012 25-50%
CANTOR, PAUL, SETH Individual – CHIEF COMPLIANCE OFFICER 06/2018 25-50%

No. Employees, Historic

105020202021202220232024202510 on 3/25/202010 on 5/27/202010 on 6/25/202010 on 6/30/202010 on 7/16/20208 on 3/19/20218 on 3/24/20228 on 6/7/20228 on 3/28/20238 on 5/11/20238 on 3/28/2024

RAUM, Historic

400M200M0202020212022202320242025270023699 on 3/25/2020270023699 on 5/27/2020270023699 on 6/25/2020270023699 on 6/30/2020270023699 on 7/16/2020288560109 on 3/19/2021341636200 on 3/24/2022341636200 on 6/7/2022265364568 on 3/28/2023265364568 on 5/11/2023313122695 on 3/28/2024

No. Clients, Historic

6003000202020212022202320242025264 on 3/25/2020264 on 5/27/2020264 on 6/25/2020264 on 6/30/2020264 on 7/16/2020267 on 3/19/2021272 on 3/24/2022272 on 6/7/2022557 on 3/28/2023557 on 5/11/2023279 on 3/28/2024

Holdings

From latest 13F, filed July 12th, 2024 for period ending June 30th, 2024
Name Class Value $USD # Shares Private Fund
ABBOTT LABS COM 1M 11K –
ABBVIE INC COM 5M 29K –
ALBEMARLE CORP COM 223K 2K –
ALIGN TECHNOLOGY INC COM 1M 6K –
ALPHABET INC CAP STK CL A 11M 63K –
ALPHABET INC CAP STK CL C 551K 3K –
AMAZON COM INC COM 12M 60K –
AMERICAN TOWER CORP NEW COM 2M 12K –
AMGEN INC COM 672K 2K –
APPLE INC COM 9M 42K –
APPLIED MATLS INC COM 8M 34K –
AUTOMATIC DATA PROCESSING IN COM 3M 10K –
BANK AMERICA CORP COM 479K 12K –
BERKSHIRE HATHAWAY INC DEL CL B NEW 2M 4K –
BLACKBERRY LTD COM 353K 142K –
BLACKSTONE INC COM 3M 26K –
BOEING CO COM 2M 11K –
BROADCOM INC COM 5M 3K –
CATERPILLAR INC COM 1M 4K –
CHART INDS INC COM 3M 21K –
CHEVRON CORP NEW COM 326K 2K –
CHUBB LIMITED COM 921K 4K –
CLEVELAND-CLIFFS INC NEW COM 841K 55K –
COCA COLA CO COM 3M 51K –
COSTCO WHSL CORP NEW COM 642K 755 –
COTY INC COM CL A 314K 31K –
CSX CORP COM 355K 11K –
CVS HEALTH CORP COM 278K 5K –
DIGITAL RLTY TR INC COM 4M 25K –
DISNEY WALT CO COM 5M 46K –
DOMINION ENERGY INC COM 378K 8K –
DUKE ENERGY CORP NEW COM NEW 1M 13K –
EATON CORP PLC SHS 8M 24K –
EXACT SCIENCES CORP COM 3M 60K –
EXELON CORP COM 840K 24K –
EXPEDIA GROUP INC COM NEW 4M 32K –
EXXON MOBIL CORP COM 923K 8K –
FEDEX CORP COM 2M 7K –
FIRST SOLAR INC COM 6M 26K –
FREEPORT-MCMORAN INC CL B 2M 48K –
GE HEALTHCARE TECHNOLOGIES I COMMON STOCK 4M 51K –
GENERAL MTRS CO COM 708K 15K –
GILEAD SCIENCES INC COM 985K 14K –
GOLDMAN SACHS GROUP INC COM 841K 2K –
HOME DEPOT INC COM 3M 10K –
HOWARD HUGHES HOLDINGS INC COM 473K 7K –
ILLUMINA INC COM 617K 6K –
INTERNATIONAL BUSINESS MACHS COM 3M 17K –
ISHARES TR GL CLEAN ENE ETF 453K 34K –
ISHARES TR RUS 1000 GRW ETF 564K 2K –
ISHARES TR RUS 1000 VAL ETF 257K 1K –
JOHNSON & JOHNSON COM 3M 21K –
JPMORGAN CHASE & CO. COM 4M 20K –
KENVUE INC COM 2M 109K –
KRAFT HEINZ CO COM 2M 75K –
LINDE PLC SHS 660K 2K –
MCDONALDS CORP COM 2M 8K –
MEDTRONIC PLC SHS 4M 46K –
MERCK & CO INC COM 5M 38K –
META PLATFORMS INC CL A 9M 17K –
MICROSOFT CORP COM 7M 15K –
NETFLIX INC COM 4M 6K –
NEXTERA ENERGY INC COM 4M 60K –
NIKE INC CL B 2M 20K –
NORFOLK SOUTHN CORP COM 344K 2K –
NVIDIA CORPORATION COM 241K 2K –
ORACLE CORP COM 4M 30K –
PAYPAL HLDGS INC COM 2M 38K –
PEPSICO INC COM 224K 1K –
PFIZER INC COM 3M 103K –
PROCTER AND GAMBLE CO COM 3M 18K –
PUBLIC SVC ENTERPRISE GRP IN COM 1M 14K –
QUALCOMM INC COM 6M 31K –
SALESFORCE INC COM 4M 14K –
SELECT SECTOR SPDR TR COMMUNICATION 1M 13K –
SELECT SECTOR SPDR TR FINANCIAL 740K 18K –
SELECT SECTOR SPDR TR INDL 492K 4K –
SELECT SECTOR SPDR TR RL EST SEL SEC 213K 6K –
SELECT SECTOR SPDR TR SBI CONS DISCR 2M 10K –
SELECT SECTOR SPDR TR SBI HEALTHCARE 1M 8K –
SELECT SECTOR SPDR TR TECHNOLOGY 3M 12K –
SERVICE CORP INTL COM 212K 3K –
SPDR S&P 500 ETF TR TR UNIT 744K 1K –
SPDR SER TR BLOOMBERG 1-3 MO 1M 15K –
SPDR SER TR BLOOMBERG INVT 312K 10K –
SPDR SER TR S&P BIOTECH 596K 6K –
TAKE-TWO INTERACTIVE SOFTWAR COM 1M 7K –
TARGET CORP COM 282K 2K –
TESLA INC COM 220K 1K –
TJX COS INC NEW COM 5M 47K –
UBER TECHNOLOGIES INC COM 8M 107K –
UNION PAC CORP COM 362K 2K –
UNITED PARCEL SERVICE INC CL B 3M 18K –
VANGUARD INDEX FDS TOTAL STK MKT 428K 2K –
VICI PPTYS INC COM 3M 95K –
VISA INC COM CL A 4M 14K –
WALMART INC COM 3M 38K –
WELLTOWER INC COM 339K 3K –
WILLIAMS COS INC COM 2M 37K –
WYNN RESORTS LTD COM 533K 6K –
ZOETIS INC CL A 259K 1K –