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Family Office / MFO SEC Form ADV 7.B Roadshow Hub: Newport Beach, CA HQ: Newport Beach, CA

Beacon Pointe Advisors

$50.5B Total AUM · Institutional LP profile covering 30 historical fund disclosure records ($4.11B parsed USD across disclosed rows) across disclosed strategy exposure in Buyout, Real Estate, Venture Capital, Private Credit, Private Equity (investment geography mandates are evaluated separately from LP headquarters). 5 complete primary source trails are open below without registration.

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Disclosed Records
30
5 Open Source Trails Below
Sum of Disclosed Rows
$4.11B
Total AUM: $50.5B
Median Disclosed Amount
$109.2M
Range: $15.0M – $372.0M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/30)
2 Gatekeepers · 5 Disclosed Strategies
SEC Form ADV Section 7.B Disclosure Note: Form ADV Schedule D Section 7.B.(1) lists private funds advised or managed by the registered investment adviser (reporting gross asset value) rather than necessarily direct proprietary balance-sheet LP commitments, and Form ADV does not disclose fund-level Net IRR, TVPI, or DPI.

Historical Fund Disclosures — Beacon Pointe Advisors

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 30 total tracked records (+25 gated pilot rows). Click Inspect Source on any row to view field-level substantiation, table headers/units, and archived page excerpts without login.

Disclosed Fund / Vehicle Strategy Fund Vintage Advised Vehicle GAV Disclosed Performance Primary Source Trail
Bessemer Venture Partners XII, L.P.Adviser 7.B Vehicle Venture Capital 2024
$372.0M
Adviser-managed fund GAV · As of December 2025
 Adviser 7.B Vehicle Disclosed · Multiples Not Disclosed on Schedule Inspect Source · SEC Form ADV 7.B
Bridgepoint Europe VII, L.P.Adviser 7.B Vehicle Buyout 2024
$349.3M
Adviser-managed fund GAV · As of December 2025
 Adviser 7.B Vehicle Disclosed · Multiples Not Disclosed on Schedule Inspect Source · SEC Form ADV 7.B
Madison Dearborn Capital Partners IX, L.P.Adviser 7.B Vehicle Buyout 2024
$323.4M
Adviser-managed fund GAV · As of December 2025
 Adviser 7.B Vehicle Disclosed · Multiples Not Disclosed on Schedule Inspect Source · SEC Form ADV 7.B
Golub Capital Partners 15, L.P.Adviser 7.B Vehicle Private Credit 2024
$274.9M
Adviser-managed fund GAV · As of December 2025
 Adviser 7.B Vehicle Disclosed · Multiples Not Disclosed on Schedule Inspect Source · SEC Form ADV 7.B
Brookfield Global Transition Fund II, L.P.Adviser 7.B Vehicle Energy Transition 2024
$274.9M
Adviser-managed fund GAV · As of December 2025
 Adviser 7.B Vehicle Disclosed · Multiples Not Disclosed on Schedule Inspect Source · SEC Form ADV 7.B

Forward-Looking Searches, Pacing Plans & Governance Updates — Beacon Pointe Advisors

Tracked separately from historical commitments: active RFPs/searches, board pacing plans, leadership/CIO updates, and retained gatekeeper consultants.

Allocation-Policy / Pacing Update

Beacon Pointe Advisors (Family Office / MFO, $50.5B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 20.0% vs. 19.2% Actual; $404.3M Unallocated Target Bandwidth). SEC Form ADV (801-60943, CRD #119290) verified $50.54B discretionary AUM (Item 5.G.(12) External Private Manager Selection + Item 7.B Schedule D Private Feeder Funds); active 2026 allocations across Fund I-IV Buyout, Growth/VC & Private Credit ($10M-$30M checks). Gatekeeper / Intake Conduit: Internal Investment Office.

Forward-looking board pacing or target-allocation policy update · Recorded 2025-02-24

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Pacing & Allocation Policy Pilot Gated

Board-Approved Pacing Plans, Active RFPs & Target-vs-Actual Allocation Gap

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Gatekeeper Consultants (2) Pilot Gated

Retained Private Markets Advisors & Emerging-Manager Search Conduits

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Investment Team Contacts (4) Pilot Gated

CIO, Private Markets Officers & Official Pitch Intake Guidance

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Shared-Fund Co-Investor Overlap & Potential Introduction Paths — Beacon Pointe Advisors

929 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Beacon Pointe Advisors (29 shared vehicles tracked; showing top 3 bilateral overlaps).

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1. Shared Fund Exposure: Documented for both LPs
2. LPAC Seat Overlap: Not disclosed in filings
3. Personal Relationship: Unknown (customer-supplied)
4. Intro Willingness: Unconfirmed potential path
#1 Shared-Fund Peer 12 Shared Vehicles

Hartland Coronado Bergstrom Institutional Outsourced CIO & Wealth Advisory

OCIO / Wealth RIA Minnesota / Wisconsin
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
TA Select Opportunities Fund IV (2024 Vintage)
Beacon Pointe Advisors: $140.0M · SEC Form ADV 7.B
Hartland Coronado Bergstrom Institutional Outsourced CIO & Wealth Advisory: $70.8M · SEC Form ADV 7.B

Additional shared vehicles: TA Realty Fund XIII (2023 Vintage) · TA Realty Value-Add Fund XIII (2023 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 12 Shared Vehicles

Pacific Life General Account

Insurance Company Newport Beach, CA
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
TA Realty Fund XIII (2023 Vintage)
Beacon Pointe Advisors: $118.8M · SEC Form ADV 7.B
Pacific Life General Account: $95.2M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: TA Select Opportunities Fund IV (2024 Vintage) · TA Realty Value-Add Fund XIII (2023 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 11 Shared Vehicles

Thompson Siegel & Walmsley

OCIO / Wealth RIA Richmond, VA
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
TCG Crossover Fund II, L.P. (2023 Vintage)
Beacon Pointe Advisors: $114.5M · SEC Form ADV 7.B
Thompson Siegel & Walmsley: $109.8M · SEC Form ADV 7.B

Additional shared vehicles: TA Select Opportunities Fund IV (2024 Vintage) · TCG Labs Fund I, LP (2023 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+926 Additional Institutional LPs Report Shared Vehicles with Beacon Pointe Advisors

Explore bilateral shared-fund paths in our Interactive Read-Only Demo or join the waitlist for full graph access.

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Pre-Launch Pilot Mode · Early-Access Waitlist

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You are viewing 5 open public preview records (out of 30 total tracked records for Beacon Pointe Advisors) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 30 tracked historical disclosure records (+25 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (929 connected LPs)
  • Separated active searches, RFPs, approved FY2026 pacing plans & CIO governance updates
  • Retained gatekeeper consultants (2), investment contacts (4) & CRM export

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Strategies Disclosed by Beacon Pointe Advisors

Buyout LPs →Real Estate LPs →Venture Capital LPs →Private Credit LPs →Private Equity LPs →

Frequently Asked Questions: Beacon Pointe Advisors

What type of institutional allocator is Beacon Pointe Advisors and what is their typical disclosed ticket size?

Beacon Pointe Advisors is categorized under Family Office / MFO (Regional Roadshow Hub: Newport Beach, CA; Headquarters: Newport Beach, CA). Across 30 historical disclosure records tracked on Prilago ($4.11B total parsed USD across disclosed rows), the median disclosed amount is $109.2M (range: $15.0M to $372.0M).

Which private-market strategies appear in Beacon Pointe Advisors's public disclosures?

Beacon Pointe Advisors has disclosed records across Buyout, Real Estate, Venture Capital, Private Credit, Private Equity. Open preview records include Bessemer Venture Partners XII, L.P. (2024 Vintage), Bridgepoint Europe VII, L.P. (2024 Vintage), Madison Dearborn Capital Partners IX, L.P. (2024 Vintage), Golub Capital Partners 15, L.P. (2024 Vintage).

How are Beacon Pointe Advisors's historical records substantiated and separated from active searches on Prilago?

Records for Beacon Pointe Advisors cite primary public disclosures (SEC Form ADV 7.B), and visitors can inspect 5 open source trails on this profile without registration. Each source trail displays field-level substantiation status, distinguishing exact commitment schedules from carrying-value or fee tables. Forward-looking active searches, RFPs, pacing plans, and governance updates are separated from historical disclosures.

How can General Partners request pilot access to Beacon Pointe Advisors's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/beacon-pointe-advisors or test fund suitability in the interactive read-only demo at https://prilago.com/demo.

Which institutional LPs report shared underlying fund vehicles alongside Beacon Pointe Advisors?

In Prilago's bilateral commitment graph, Beacon Pointe Advisors shares resolved underlying fund vehicles with 929 institutional LPs across 29 shared vehicles (shared fund exposure represents a potential introduction path and does not prove LPAC seat overlap or personal acquaintance). Top shared-fund peers include Hartland Coronado Bergstrom Institutional Outsourced CIO & Wealth Advisory (12 shared vehicles, e.g. TA Select Opportunities Fund IV (2024 Vintage)), Pacific Life General Account (12 shared vehicles, e.g. TA Realty Fund XIII (2023 Vintage)), Thompson Siegel & Walmsley (11 shared vehicles, e.g. TCG Crossover Fund II, L.P. (2023 Vintage)).

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