BEACONLIGHT CAPITAL, LLC

Adviser information for BEACONLIGHT CAPITAL, 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 Delaware, United States

Employees

Total Number of Employees 13
Investment Advisory/Research 8
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 $365.3M
Non-Discretionary 0 $0
Total 4 $365.3M

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 4 $365.3M
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 50

Services

Advisory Services Portfolio management for pooled investment vehicles
Compensation % of AUMPerformance-based fees
Other Business Activities Commodity pool operator or commodity trading advisor

Identifiers

SEC RIA File Number 801-73891
SEC ERA File Number 801-73891
SEC CIK Numbers 156953
SEC CRD Numbers 158390
Legal Entity Identifier 549300KMKFQML7X8CP28

Principal Office

350 MADISON AVENUE
22ND FLOOR
NEW YORK
NY
United States
Monday - Friday, 9 AM - 5 PM
Tel: 212-612-3130, Fax: 212-315-2350

Chief Compliance Officer

MICHELE KRIEGER
CHIEF FINANCIAL OFFICER AND CHIEF OPERATING OFFICER
350 MADISON AVENUE
22ND FLOOR
NEW YORK
NY
United States
Tel: 212-612-3136
Fax: 212-315-2350
(Full email address available in API data)

Regulatory Contact

EDWARD BOSEK
MANAGING MEMBER AND PORTFOLIO MANAGER
350 MADISON AVENUE
22ND FLOOR
NEW YORK
NY
United States
Tel: 212-612-3130
Fax: 212-315-2350
(Full email address available in API data)

Industry Affiliates

BEACONLIGHT GP LLC Commodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
BEACONLIGHT MASTER FUND, LTD. Hedge Fund $247.7M $1.0M 36

Control Persons

Name Type Entity Title Since Ownership
BOSEK, EDWARD, DOMINIC Individual MANAGING MEMBER AND PORTFOLIO MANAGER 07/2009 > 75%
KRIEGER, MICHELE, AMY Individual CHIEF COMPLIANCE OFFICER / CHIEF FINANCIAL OFFICER / CHIEF OPERATING OFFICER 11/2009 < 5%

No. Employees, Historic

2010020202021202220232024202513 on 3/30/202012 on 3/30/202112 on 3/31/202212 on 10/25/202213 on 3/30/202313 on 3/28/2024

RAUM, Historic

800M400M0202020212022202320242025789206078 on 3/30/2020570491535 on 3/30/2021359078642 on 3/31/2022359078642 on 10/25/2022392792457 on 3/30/2023365307523 on 3/28/2024

No. Clients, Historic

10502020202120222023202420258 on 3/30/20205 on 3/30/20214 on 3/31/20224 on 10/25/20224 on 3/30/20234 on 3/28/2024