Beacon Pointe Advisors
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.
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.
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.
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.
Team
Sue Fritts
Mitch Hughes
Mike Breller
Michael Dow
Mark Moehlman
Lauren Meixel
Laine Ainsworth
Juna Chiang
Jordan Heller
Jonathan Acosta