BEACON BAY ASSET MANAGEMENT LLC

BEACON BAY ASSET MANAGEMENT LLC is an SEC-registered investment adviser (CRD 142207). Regulatory assets under management: $32.7M.

Registration

• CRD: 142207
• Type: Registered investment adviser
• Phone: 972-841-8119
• Latest filing: 2026-05-29
• Regulatory AUM: $32.7M
• Discretionary AUM: $32.7M
• Clients: 1
• Accounts: 68

Business model

Compensation: % of AUM.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 142207 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search