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Status
ACTIVE
Global HQ
Newport Beach, United States
Countries of investment
  • USA
  • New Jersey
  • New York
Investment stages
  • Wealth Management
Industries
  • Waste Management
  • Financial Planning
  • Retirement
About
Beacon Pointe Advisors provides comprehensive financial planning and investment advisory services, focusing on tailored wealth management solutions for families and institutions to help them make informed decisions regarding their financial futures.
Min check size
$100K
Max check size
$2M
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NPS

Investment Thesis

Beacon Pointe Advisors focuses on providing objective, thoughtful investment and financial guidance. They offer services in private wealth management, institutional consulting, and retirement plan services, ensuring that clients receive comprehensive strategic financial planning and investment strategies.
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Co Invest
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Manager's Experience

Specializes in identifying high-potential opportunities within the tech sector across North America and Europe. With deep experience in growth-stage investments, the manager has successfully led over 50 deals, achieving multiple high-profile exits. Focused on leveraging operational expertise to drive value creation, the investment style is characterized by a mix of strategic partnerships and innovative solutions. Recognized for a strong track record in scaling startups and fostering long-term growth.

Beacon Pointe Advisors Contacts Information

Primary contact

Secondary contact

Team

Sue Fritts

Mitch Hughes

Mike Breller

Michael Dow

Mark Moehlman

Lauren Meixel

Laine Ainsworth

Juna Chiang

Jordan Heller

Jonathan Acosta

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