Domestic entity
EntityBEACON POINTE ADVISORS HOLDINGS, LLCStatusOWNERReported since12/2021Ownership75% or moreControl personYes
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.
Direct Owners & Executives
Source: Form ADV- Reported since
- 05/2026
- Type
- Individual
- Control person
- Yes
- Ownership
- Less than 5%
- Reported since
- 11/2018
- Type
- Individual
- Control person
- Yes
- Ownership
- Less than 5%
- Reported since
- 04/2020
- Type
- Domestic entity
- Control person
- Yes
- Ownership
- 75% or more
- Reported since
- 05/2026
- Type
- Individual
- Control person
- Yes
- Ownership
- Less than 5%
- Reported since
- 01/2016
- Type
- Individual
- Control person
- Yes
- Ownership
- Less than 5%
- Reported since
- 04/2021
- Type
- Individual
- Control person
- Yes
- Ownership
- Less than 5%
- Reported since
- 05/2019
- Type
- Individual
- Control person
- Yes
- Ownership
- Less than 5%
- Reported since
- 10/2024
- Type
- Individual
- Control person
- Yes
- Ownership
- Less than 5%
- Reported since
- 08/2026
- Type
- Individual
- Control person
- Yes
- Ownership
- Less than 5%
| Name | Title | Reported since | Type | Control person | Ownership |
|---|---|---|---|---|---|
| Shannon Flint Eusey | Chairman | 05/2026 | Individual | Yes | Less than 5% |
| Michael Gaffney Dow | Chief Investment Officer | 11/2018 | Individual | Yes | Less than 5% |
| Llc Beacon Pointe Advisors Holdings | Member | 04/2020 | Domestic entity | Yes | 75% or more |
| Matthew Baird Cooper | Chief Executive Officer | 05/2026 | Individual | Yes | Less than 5% |
| Commie Stevens | Chief Practice Officer | 01/2016 | Individual | Yes | Less than 5% |
| Karisa Jade Diephouse | Chief Operating Officer | 04/2021 | Individual | Yes | Less than 5% |
| Janet Judith Hathaway | General Counsel | 05/2019 | Individual | Yes | Less than 5% |
| Jon Colin Frojen | Chief Financial Officer | 10/2024 | Individual | Yes | Less than 5% |
| Sarah Green | Chief Compliance Officer / Chief Risk Officer | 08/2026 | Individual | Yes | Less than 5% |
Indirect Ownership
Source: Form ADVDomestic entity
EntityKKR NORTH AMERICA XIII (POLYPHONY) BLOCKER LLCStatusOWNERReported since11/2021Ownership25% but less than 50%Control personYes
Domestic entity
EntityKKR NORTH AMERICA FUND XIII (POLYPHONY) L.P.StatusOWNERReported since11/2021Ownership50% but less than 75%Control personYes
Domestic entity
EntityKKR POLYPHONY AGGREGATOR L.P.StatusOWNERReported since11/2021Ownership75% or moreControl personYes
Domestic entity
EntityPOLYPHONY TOPCO, LLCStatusOWNERReported since11/2021Ownership50% but less than 75%Control personYes
Domestic entity
EntityPOLYPHONY HOLDCO, LLCStatusOWNERReported since11/2021Ownership75% or moreControl personYes
Domestic entity
EntityPOLYPHONY BUYER, LLCStatusOWNERReported since11/2021Ownership75% or moreControl personYes
Domestic entity
EntityBEACON POINTE HARMONY, LLCStatusOWNERReported since11/2021Ownership75% or moreControl personYes
Domestic entity
EntityBEACON POINTE ADVISORS HOLDINGS, LLCStatusOWNERReported since12/2021Ownership75% or moreControl personYes
Domestic entity
EntityKKR NORTH AMERICA XIII (POLYPHONY) BLOCKER LLCStatusGENERAL PARTNERReported since11/2021OwnershipOther (general partner, trustee, or elected manager)Control personYes
Domestic entity
EntityKKR NORTH AMERICA FUND XIII (POLYPHONY) L.P.StatusGENERAL PARTNERReported since11/2021OwnershipOther (general partner, trustee, or elected manager)Control personYes
Domestic entity
EntityKKR POLYPHONY AGGREGATOR L.P.StatusGENERAL PARTNERReported since11/2021OwnershipOther (general partner, trustee, or elected manager)Control personYes
Owners & Executives
Source: Form ADVSF
Shannon Flint Eusey
Chairman
MG
Michael Gaffney Dow
Chief Investment Officer
MB
Matthew Baird Cooper
Chief Executive Officer
CS
Commie Stevens
Chief Practice Officer
KJ
Karisa Jade Diephouse
Chief Operating Officer
JC
Jon Colin Frojen
Chief Financial Officer
Names and titles are shown as reported in Form ADV.
Ownership & Governance
Direct owners & executives9
Indirect ownership records12
Regulatory statusSEC registered investment adviser
SEC registration dateFeb 20, 2002
CRD number119290