Beacon Pointe Advisors, LLC
Alpha Nasdaq OCIO Indices - ContributorNEWPORT BEACH, CA
Form ADV and provider website profile · CRD 119290 · regulatory data as of Aug 31, 2026
This profile compiles reported firm AUM, regulatory account counts, ownership information, and source-linked regulatory records for Beacon Pointe Advisors, LLC. Firm-wide values may include business beyond OCIO services; review the linked filing before relying on a claim. How to interpret OCIO Intelligence data.
$54.9BReported Firm AUMReported Firm AUMTotal assets under management reported for the registered advisory firm. This may include businesses beyond its OCIO services.
29,892Total AccountsTotal AccountsTotal regulatory accounts reported in Form ADV Item 5.F. This is not necessarily the number of OCIO mandates or unique clients.
$50.5BDiscretionary AUMDiscretionary AUMFirm assets reported as discretionary, where the adviser generally has authority to make investment decisions within the client mandate.
$4.3BNon-discretionary AUMNon-discretionary AUMFirm assets reported as non-discretionary, where the client generally retains final investment decision authority.
$54.9BTotal Firm AUM
$50.5BDiscretionary AUM
$4.3BNon-discretionary AUM
29,892Total accounts
29,800Discretionary accounts
92Non-discretionary accounts
Client Mix by Firm AUM
$54.9BFirm AUM
High-Net-Worth78.4%
Individuals11.1%
Charities6.1%
Investment companies1.8%
Insurance companies1.1%
Retirement Plans0.7%
Corporations0.6%
Other Pooled Vehicles0.2%
Municipalities0.0%
Banks0.0%
Reported Client Types
Source: Form ADV client recordsHigh-Net-Worth78.4%
11,482 clients$43.0B firm assets
Individuals11.1%
18,083 clients$6.1B firm assets
Charities6.1%
156 clients$3.4B firm assets
Investment companies1.8%
1 clients$984M firm assets
Insurance companies1.1%
8 clients$595M firm assets
Retirement Plans0.7%
55 clients$357M firm assets
Corporations0.6%
135 clients$309M firm assets
Other Pooled Vehicles0.2%
7 clients$110M firm assets
Municipalities0.0%
1 clients$12M firm assets
Banks0.0%
1 clients$8M firm assets
Reported total29,929 clients
| Client type | Firm assets | Clients | AUM share |
|---|---|---|---|
| High-Net-Worth | $43.0B | 11,482 | 78.4% |
| Individuals | $6.1B | 18,083 | 11.1% |
| Charities | $3.4B | 156 | 6.1% |
| Investment companies | $984M | 1 | 1.8% |
| Insurance companies | $595M | 8 | 1.1% |
| Retirement Plans | $357M | 55 | 0.7% |
| Corporations | $309M | 135 | 0.6% |
| Other Pooled Vehicles | $110M | 7 | 0.2% |
| Municipalities | $12M | 1 | 0.0% |
| Banks | $8M | 1 | 0.0% |
| Reported total | $54.9B | 29,929 | — |
Types of Clients
Official SEC PDFLoading official Form ADV brochure…