# BEACON ASSET MANAGEMENT LLC

BEACON ASSET MANAGEMENT LLC of BOSTON, MA is an SEC-registered investment adviser.

## Registration

- CRD: 108684
- Type: SEC-registered investment adviser
- SEC file number: 801-55616
- Location: 50 MILK STREET, 10TH FLOOR, BOSTON, MA, 02109-5003
- Phone: 617-263-2400
- Latest filing: 2002-03-13
- Regulatory AUM: $216.2M
- Discretionary AUM: $166.8M
- Non-discretionary AUM: $49.3M
- Clients: 6
- Accounts: 152

## Officers, owners & control persons (5)

| Name | Role | Location |
| --- | --- | --- |
| HOLBROOK RICHARD EDWARD | MANAGEMENT COMMITTEE MEMBER | — |
| BEETEN JOHN | MANAGEMENT COMMITTEE MEMBER; MEMBER | — |
| WAILES JAY | MANAGEMENT COMMITTEE MEMBER; MEMBER | — |
| KIDDER GEORGE HOWELL | GENERAL PARTNER; MANAGEMENT COMMITTEE MEMBER | — |
| LUKOWSKI STANLEY JOHN | MANAGEMENT COMMITTEE MEMBER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/108684/brochure
- Similar advisers: https://search.stillhousedata.com/firm/108684/similar
- Related entities: https://search.stillhousedata.com/firm/108684/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/108684

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.