Beacon Park Capital, LLC

Overview

Beacon Park Capital, LLC is an independent, individual-owned RIA that concentrates on financial planning and portfolio management for individuals and small businesses. The firm runs a fee model that combines a percentage-of-AUM charge with the capacity to levy performance-based fees, which supports a mix of traditional equity management and selective alternative allocations. Investment activity shows a strong preference for liquid, exchange-traded instruments, with equities occupying the core of client portfolios. Beacon Park does not position itself as a multi-state adviser or a pension consultant, and it does not flag active ESG investing as a focus. Manager allocation leans toward external managers for non-traditional exposures: hedge funds and real estate funds are the stated alternative vehicles the firm uses. For traditional allocations, the firm employs mutual funds, corporate debt, and broadly accessible ETFs and single-stock positions. The combination of AUM concentration in exchange-traded equities and the use of performance fees suggests an emphasis on active equity management supplemented by targeted third-party alternative exposures.

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Investments & Alternatives

Location & Offices