Beacon Coast Partners, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Beacon Coast Partners is a wealth management firm that provides discretionary portfolio management, financial planning, and family-office style services for families, trusts, estates and businesses. The firm emphasizes customized portfolios built with low‑cost mutual funds and ETFs and will also utilize individual stocks, bonds or unaffiliated (independent) managers where appropriate.
Beacon Coast describes a primarily long‑term investment orientation while employing both fundamental and technical analysis and an internal due‑diligence process to select and monitor holdings; portfolios may be rebalanced or traded more actively when client objectives or market conditions warrant. The firm offers integrated financial planning as part of wealth management engagements and operates a wrap‑fee program that bundles transaction costs into its asset‑based fee.
Several features distinguish Beacon Coast from many peers: it is a newly formed, small team with senior personnel drawn from large broker‑dealer backgrounds (including prior roles at UBS and Goldman Sachs) and it has an explicit family‑office service role on the team, signaling a focus on household and institutional clients rather than mass‑market retail relationships. The firm also maintains an institutional relationship with a major custodian that provided launch support and reimbursed third‑party service providers, and two senior partners hold insurance licenses and may implement insurance recommendations in separate, commissionable capacities.
Client services
Expertise
Fee options
up to 1.50% annually
Main office
44 Montgomery Street, Suite 3065
San Francisco CA 94104
Advisors at this office
4
Most active in
California
Also doing business as
Beacon Coast Partners LLC · Beacon Coast Partners, LLC · Remedy Advisors LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Edward H
Series 66
San Francisco, CA
Beacon Coast Partners, LLC
Edward Huang is a financial advisor at Beacon Coast Partners, LLC with 20 years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services, Inc. for 13 years. Outside of his advisory role, he is a managing partner of an information technology firm focused on website development. Beacon Coast Partners is a wealth management firm serving families, trusts, estates, and businesses with discretionary portfolio management and family-office style services. The firm builds customized portfolios using low-cost mutual funds and ETFs, employing a primarily long-term investment approach supported by fundamental and technical analysis.
David J
Series 63
San Francisco, CA
Beacon Coast Partners, LLC
David Jasper is a financial advisor at Beacon Coast Partners, LLC with 31 years of industry experience. He holds a Series 63 designation and previously worked at UBS Financial Services for 23 years. Beacon Coast Partners is a wealth management firm serving families, trusts, estates, and businesses with discretionary portfolio management, financial planning, and family-office style services. The firm focuses on customized portfolios using low-cost mutual funds and ETFs, employing both fundamental and technical analysis within a primarily long-term investment approach.
Michael E
Series 63
San Francisco, CA
Beacon Coast Partners, LLC
Michael Evans is a financial advisor at Beacon Coast Partners, LLC with 29 years of industry experience. He holds a Series 63 designation and previously worked at UBS Financial Services for 23 years. Evans serves on the board of directors and as treasurer for Mina’s List, a nonprofit focused on supporting female government candidates globally. Beacon Coast Partners is a wealth management firm serving families, trusts, estates, and businesses with discretionary portfolio management and financial planning. The firm emphasizes customized, primarily long-term portfolios using low-cost funds, individual securities, and independent managers, and provides family-office style services with an integrated approach.
Katherine P
Series 66
San Francisco, CA
Beacon Coast Partners, LLC
Katherine Piersanti is a financial advisor at Beacon Coast Partners, LLC with 19 years of industry experience. She holds a Series 66 designation and has worked at UBS Financial Services and Merrill prior to joining Beacon Coast Partners. Beacon Coast Partners is a wealth management firm serving families, trusts, estates, and businesses with discretionary portfolio management, financial planning, and family-office style services. The firm focuses on customized portfolios using low-cost mutual funds and ETFs, employing a long-term investment approach supported by both fundamental and technical analysis.
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