RIA Intel›Advisers›Connecticut›BEACON CAPITAL, LLC

BEACON CAPITAL, LLC

Advisory

DARIEN, CT

Data as of Aug 3, 2026 · Source: SEC Form ADV

Rank in CT

#959

of 1,312 advisers by AUM

Average account

$411K

across 149 accounts

AUM per adviser

$61M

1 advisers

Source: SEC Form ADV. Figures as filed Aug 3, 2026.

Total AUM

$61M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$61M

Discretionary AUM$60M

Non-Discretionary AUM$831K

Discretionary %98.6%

Total Clients90

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCT

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

90 clients

18 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Closest by assets under management. All figures from Form ADV.

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LUCEY INVESTMENT MANAGEMENT, LLC

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DELLACAMERA CAPITAL MANAGEMENT, LLC

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