Beckett Collective

Overview

Beckett Collective is a boutique independent RIA structured as an LLC that acts as a capital allocator for both individuals/families and select institutional clients. The firm’s advisory work centers on comprehensive financial planning, discretionary portfolio management for individuals and small businesses, and selecting outside managers when clients need specialist exposure. Fee arrangements combine a percentage of assets under management with fixed-fee engagements. Investment activity skews toward public pooled vehicles as the primary building blocks of client portfolios, but the firm also deploys capital to a broad set of third-party alternative managers. Most client relationships are discretionary, enabling the firm to implement model and separately managed account strategies on behalf of clients. Beckett Collective positions itself to blend off-the-shelf mutual fund strategies with customized allocations to external specialists where value or access warrants it.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices