Beechnut Capital Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Beechnut Capital Management LLC is an independent registered investment adviser that provides ongoing portfolio management and personalized Investment Policy Statements for individual and high‑net‑worth clients. The firm manages roughly $10 million of client assets across a very small number of accounts and tailors portfolios using model allocations and individual recommendations.
The firm documents clients’ goals, risk tolerance and time horizon and offers both discretionary and non‑discretionary advisory services, with the majority of assets reported as managed on a non‑discretionary basis. BCM employs a range of analysis methods (charting, fundamental, technical and modern portfolio theory) and may implement strategies that include long‑ and short‑term trading, options, margin transactions and short sales, each with attendant risks.
Noteworthy characteristics include the firm’s very small scale—one adviser serving a handful of clients—and its predominance of non‑discretionary assets, which is atypical among peer independent advisers. BCM also requires use of a specific institutional custodian and may receive custodial research or services, and it does not accept proxy‑voting authority for client securities.
Client services
Expertise
Fee options
1.00% annually
Account minimum: $100,000 (may be waived at BCM's discretion)
Main office
New York NY
Advisors at this office
1
Most active in
New York
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.
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