B
$65.3M Total AUM
$54.0M Disc. AUM
-- 3Y CAGR
1 Employees
23 ADV. Clients
6 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Wells Fargo
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-24-2020
- Office Locations
- 1
Office Locations
-- LOS Altos CA
About Beacon Park Capital, LLC
Beacon Park Capital, LLC is a LOS Altos-based RIA. The firm has been operating for 6 years. Managing $65.3M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Fidelity/NFS.
Team overview
-- AVG AGE
$65.3M AVG AUM / ADVISOR
$2.8M AVG AUM / CLIENT
6.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
6yrs Firm Age
Insights
Available
Available
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Accredited Investors
Available
Asset Classes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
P
PARTHIV RASHMIKANT SANGANI
Manager
- CRD
- #1746322
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $54,017,755 | -- |
| Non-Discretionary | $11,234,573 | -- |
| Total | $65,252,328 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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