Beacon Coast Partners, LLC
Firm details
- Headquarters
- San Francisco, California
- CRD number
- 341584
- Registered since
- June 4, 2026
- Fee structure
- Percentage of AUM, Fixed Fees
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Beacon Coast Partners, LLC is a recently formed SEC-registered investment adviser organized as an LLC and controlled by an individual owner. The firm registers itself as a capital allocator and offers traditional advisory services focused on individuals and small businesses. Its stated advisory activities include financial planning, discretionary portfolio management for individual and small-business clients, and the selection or oversight of third-party advisers. Fee arrangements combine asset-based fees and fixed-fee engagements. Beacon Coast does not describe itself as an active ESG investor and is not registered as a multistate adviser; its regulatory registration year is listed as 2026. The firm is classified as unclassified in the available snapshot.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 5
Edward Huang
PartnerCRD 4945669

Katherine Piersanti
Vice PresidentCRD 4164135

Christopher Mortara
Vice PresidentCRD 2858346
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
San Francisco, CA
San Francisco
Location
San Francisco, CA
Headquartered in San Francisco, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- San Francisco
- Address
- 44 Montgomery St
- Time zone
- PT (UTC-8)
- Office locations
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