A complete list of active advisors currently associated with Beechnut Capital Management LLC

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

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.

To learn more about the advisors currently working at Beechnut Capital Management 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.

Name	Location	Years of experience
Daniel Simmonds	New York, NY	7

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