BEECHWOOD VALUE CAPITAL, LLC

RIASEC Registered
Total AUM
$4.2M
Discretionary
$4.2M
100% of AUM
Avg account
$4.2M
Accounts
1
Employees
1
Advisory reps
1

Firm details

Headquarters
SALT LAKE CITY , Utah
CRD number
327331
Fee structure
Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Beechwood Value Capital, LLC is organized as an LLC and operates as a hedge fund manager focused on pooled investment vehicles for institutional clients. The firm provides portfolio management for its pooled vehicles and is listed as sponsor, general partner, and managing member of those vehicles, indicating it both advises and runs fund entities. Compensation is performance-fee based, and the firm does not identify as an active ESG investor or a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

1 of 1
  • Sean Smith

    Fund ManagerCRD 7787381

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

SALT LAKE CITY , UT

SALT LAKE

Location

SALT LAKE CITY , UT

Headquartered in SALT LAKE CITY , UT, anchoring the Salt Lake City-Provo-Orem, UT metro in the West.

Metro area
Salt Lake City-Provo-Orem, UT
Region
West
County
SALT LAKE
Address
299 S Main St
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth