Beacon Bay Asset Management LLC

Overview

Beacon Bay Asset Management LLC is a small, privately owned limited liability company that provides portfolio management primarily to individual and family clients and to small businesses. The firm charges clients on a percentage-of-assets-under-management basis and identifies portfolio management for individuals and small businesses as its core advisory activity. Beacon Bay reports an owner-type of “individual” and is classified in the source as unclassified; it is not a capital allocator and does not present itself as an ESG-focused adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives