Beacon Capital Partners, Llc
- Regulatory AUM
- $1.3B
- Discretionary
- $1.3B
- Clients
- 13
- Avg AUM / client
- $99.9M
- Accounts
- 13
- Employees
- 101
AUM over time
Annual snapshots from Form ADV filings · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 13 | $1.3B | 100.0% |
Private funds (4)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $5.4B combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Beacon Capital Strategic Partners 8, L.P. | Real Estate Fund | Delaware | $3.3B | 67 |
| Beacon Capital Strategic Partners Vii, L.P. | Real Estate Fund | Delaware | $1.9B | 55 |
| Beacon Capital Strategic Partners 9, L.P. | Real Estate Fund | Delaware | $243M | 11 |
| Beacon Capital Strategic Partners Vi, L.P. | Real Estate Fund | Delaware | $13.2M | 117 |
People (15)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Brown, Jeffrey, Douglas | Senior Managing Director | Jan 1998 (29y) | Less than 5% | |
| Leventhal, Alan, Matthew | Beneficial Owner Of The Pine Trust | Jan 1998 (29y) | ≈ 56.25% – 100% via Beacon Capital Partners Owner, Llc | |
| Seigel, Fred, Anton | President And Chief Executive Officer, And Manager | Sep 2001 (25y) | ≈ 18.75% – 50% via Beacon Capital Partners Owner, Llc | |
| Fortin, Lionel, Paul | Trustee Of The Pine Trust | Oct 2003 (23y) | GP / trustee / elected manager of The Pine Trust (indirect) | |
| Cornelius, Douglas, Edward | Chief Compliance Officer | Oct 2008 (18y) | Less than 5% | |
| Kovach, Jeffrey, Louis | Senior Managing Director | Jul 2010 (16y) | Less than 5% | |
| Hoffman, Kirsten, Letitia | General Counsel | Jul 2013 (13y) | Less than 5% | |
| Kelly, William, Mcclure | Senior Managing Director | Jul 2013 (13y) | Less than 5% | |
| Mossman, Catherine, Jane | Senior Managing Director | Mar 2018 (8y) | Less than 5% | |
| Purpura, Steven, M | President Beacon Life Science | Mar 2021 (5y) | Less than 5% | |
| Link, Todd, Jacob | Chief Financial Officer | Apr 2022 (4y) | Less than 5% | |
| Dyer, Colin, John | Independent Manager | Jun 2022 (4y) | Less than 5% | |
| Healey, Robert, Cummings | Manager | Jun 2022 (4y) | Less than 5% | |
| Martin, Lauralee, Eileen | Independent Manager | Jun 2022 (4y) | Less than 5% | |
| Piani, Olivier, Robert | Independent Manager | Jun 2022 (4y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Beacon Capital Partners Owner, Llc | Owner | Feb 2019 | A | 75% or more |
| The Pine Trust | Member Of Bcp A Holdings | Jul 2022 | B | ≈ 14.06% – 50% via Bcp A Holdings Llc |
| Bcp B Holdings Lp | Member Of Beacon Capital Partners Owner, Llc | Jul 2022 | B | ≈ 37.5% – 75% via Beacon Capital Partners Owner, Llc |
| Bcp A Holdings Llc | Member Of Beacon Capital Partners Owner, Llc | Jul 2022 | B | ≈ 18.75% – 50% via Beacon Capital Partners Owner, Llc |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Leventhal, Alan, Matthew: 75% – 100% of Beacon Capital Partners Owner, Llc × 75% – 100% direct ≈ 56.25% – 100% of the firm
- Seigel, Fred, Anton: 25% – 50% of Beacon Capital Partners Owner, Llc × 75% – 100% direct ≈ 18.75% – 50% of the firm
- The Pine Trust: 75% – 100% of Bcp A Holdings Llc × 25% – 50% of Beacon Capital Partners Owner, Llc × 75% – 100% direct ≈ 14.06% – 50% of the firm
- Bcp B Holdings Lp: 50% – 75% of Beacon Capital Partners Owner, Llc × 75% – 100% direct ≈ 37.5% – 75% of the firm
- Bcp A Holdings Llc: 25% – 50% of Beacon Capital Partners Owner, Llc × 75% – 100% direct ≈ 18.75% – 50% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (4, $5.4B gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Beacon Capital Strategic Partners 8, L.P. | Real Estate Fund | $3.3B | $5.0M | 67 |
| Beacon Capital Strategic Partners Vii, L.P. | Real Estate Fund | $1.9B | $5.0M | 55 |
| Beacon Capital Strategic Partners 9, L.P. | Real Estate Fund | $243M | $5.0M | 11 |
| Beacon Capital Strategic Partners Vi, L.P. | Real Estate Fund | $13.2M | $10.0M | 117 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 2.31 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗