RIA Intel›Advisers›Massachusetts›BEAUMONT FINANCIAL PARTNERS LLC

BEAUMONT FINANCIAL PARTNERS LLC

Advisory

N·NEEDHAM, MA

Data as of Sep 22, 2022 · Source: SEC Form ADV

Total AUM

$3.0B

1-Year AUM Growth

+23.8%

3-Year CAGR

+13.1%

Employees

14

Assets Under Management

Total AUM$3.0B

Discretionary AUM$2.2B

Non-Discretionary AUM$838M

Discretionary %72.3%

Total Clients—

Team

Total Employees14

Investment Advisers24

Employee Growth (1Y)—

Filing History

Total Filings on Record76

First FilingMar 29, 2001

Latest FilingSep 22, 2022

🔒 Full AUM trend chart and 76 historical filings spanning 21+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on BEAUMONT FINANCIAL PARTNERS LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.