BEACON CAPITAL PARTNERS, LLC
Adviser information for BEACON CAPITAL PARTNERS, LLC last updated from Form ADV on March 29th, 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 | Delaware, United States |
Employees
| Total Number of Employees | 122 |
|---|---|
| Investment Advisory/Research | 29 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| 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 | 4 | $1.9B |
| Non-Discretionary | 8 | $9 |
| Total | 12 | $1.9B |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 12 | $1.9B |
| 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 | 8 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | Portfolio management for pooled investment vehicles |
|---|---|
| Compensation | % of AUMFixed feesPerformance-based fees |
Identifiers
| SEC RIA File Number | 801-73431 |
|---|---|
| SEC ERA File Number | 801-73431 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 158137 |
| Legal Entity Identifier | 5493007Q76DT8CDQQT71 |
Principal Office
200 STATE STREETBOSTON
MA
United States
Monday - Friday, 9 TO 5
Tel: 617-457-0400, Fax: 617-457-0499
Chief Compliance Officer
DOUG CORNELIUS
200 STATE STREET
BOSTON
MA
United States
Tel:
614-457-0400
Fax:
617-457-0499
D*********@****************M
(Full email address available in API data)
Regulatory Contact
KIRSTEN HOFFMAN
GENERAL COUNSEL
200 STATE STREET
BOSTON
MA
United States
Tel:
617-457-0400
Fax:
617-457-0499
K*******@****************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| BEACON CAPITAL STRATEGIC PARTNERS 8, L.P. | Real Estate Fund | $3,276.7M | $5.0M | 67 |
| BEACON CAPITAL STRATEGIC PARTNERS 9, L.P. | Real Estate Fund | $242.8M | $5.0M | 11 |
| BEACON CAPITAL STRATEGIC PARTNERS VI, L.P. | Real Estate Fund | $13.2M | $10.0M | 117 |
| BEACON CAPITAL STRATEGIC PARTNERS VII, L.P. | Real Estate Fund | $1,889.3M | $5.0M | 55 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| SEIGEL, FRED, ANTON | Individual | – | PRESIDENT AND CHIEF EXECUTIVE OFFICER, AND MANAGER | 09/2001 | < 5% |
| BROWN, JEFFREY, DOUGLAS | Individual | – | SENIOR MANAGING DIRECTOR | 01/1998 | < 5% |
| KOVACH, JEFFREY, LOUIS | Individual | – | SENIOR MANAGING DIRECTOR | 07/2010 | < 5% |
| HEALEY, ROBERT, CUMMINGS | Individual | – | MANAGER | 06/2022 | < 5% |
| CORNELIUS, DOUGLAS, EDWARD | Individual | – | CHIEF COMPLIANCE OFFICER | 10/2008 | < 5% |
| HOFFMAN, KIRSTEN, LETITIA | Individual | – | GENERAL COUNSEL | 07/2013 | < 5% |
| SEIGEL, FRED, ANTON | Individual | BEACON CAPITAL PARTNERS OWNER, LLC | TRUSTEE OF THE PINE TRUST, MANAGER OF BEACON CAPITAL PARTNERS OWNER, LLC, AND MEMBER OF BCP B HOLDINGS | 11/2006 | 25-50% |
| FORTIN, LIONEL, PAUL | Individual | THE PINE TRUST | TRUSTEE OF THE PINE TRUST | 10/2003 | |
| LEVENTHAL, ALAN, MATTHEW | Individual | BEACON CAPITAL PARTNERS OWNER, LLC | BENEFICIAL OWNER OF THE PINE TRUST | 01/1998 | > 75% |
| KELLY, WILLIAM, MCCLURE | Individual | – | SENIOR MANAGING DIRECTOR | 07/2013 | < 5% |
| BEACON CAPITAL PARTNERS OWNER, LLC | Domestic Entity | – | OWNER | 02/2019 | > 75% |
| THE PINE TRUST | Domestic Entity | BCP A HOLDINGS LLC | MEMBER OF BCP A HOLDINGS | 07/2022 | > 75% |
| Purpura, Steven, M | Individual | – | PRESIDENT - BEACON LIFE SCIENCE | 03/2021 | < 5% |
| LINK, TODD, JACOB | Individual | – | CHIEF FINANCIAL OFFICER | 04/2022 | < 5% |
| PIANI, OLIVIER, ROBERT | Individual | – | INDEPENDENT MANAGER | 06/2022 | < 5% |
| Dyer, Colin, John | Individual | – | INDEPENDENT MANAGER | 06/2022 | < 5% |
| Martin, Lauralee, Eileen | Individual | – | INDEPENDENT MANAGER | 06/2022 | < 5% |
| Mossman, Catherine, Jane | Individual | – | SENIOR MANAGING DIRECTOR | 03/2018 | < 5% |
| BCP A HOLDINGS LLC | Domestic Entity | BEACON CAPITAL PARTNERS OWNER, LLC | MEMBER OF BEACON CAPITAL PARTNERS OWNER, LLC | 07/2022 | 25-50% |
| BCP B HOLDINGS LP | Domestic Entity | BEACON CAPITAL PARTNERS OWNER, LLC | MEMBER OF BEACON CAPITAL PARTNERS OWNER, LLC | 07/2022 | 50-75% |
| HEALEY, ROBERT, CUMMINGS | Individual | THE PINE TRUST | TRUSTEE OF THE PINE TRUST | 06/2022 |