A complete list of active advisors currently associated with Beacon Park Capital, LLC

Warmer can help you find a great advisor at Beacon Park Capital, LLC or one who fits your needs even better.

Beacon Park Capital, LLC is a single-advisor independent registered investment adviser that manages separately managed accounts for individuals, family offices, trusts and estates. The firm oversees a relatively small client roster and manages roughly $65 million in assets, providing ongoing portfolio management and retirement-account advice through both a proprietary strategy and client-specific tailored strategies. The firm’s proprietary Long Term Growth program seeks longer-term outperformance of broad equity benchmarks using a concentrated equity approach that may hold roughly a dozen to a few dozen stock positions and can employ options, short selling, derivatives and margin. Its Tailored Strategy customizes allocations to clients’ objectives and risk tolerances and the firm employs fundamental and technical analysis with both long- and short-term trading as appropriate, monitoring accounts on a regular basis. Distinctive features include the firm’s public presentation of performance results and the use of performance-based compensation for clients in its Long Term Growth program, with those participants required to meet regulatory “qualified client” criteria—both of which are uncommon among solo independent advisers. As a small, solo-managed firm, Beacon Park Capital also provides regular unaudited reporting and has documented policies intended to address potential conflicts when managing both performance-fee and asset-fee accounts.

To learn more about the advisors currently working at Beacon Park Capital, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.