Beaconlight Capital, LLC (New York)

Beaconlight Capital, LLC is a large advisory firm based in New York. It manages $710.6 million of regulatory assets for 8 client accounts. It has been registered with the SEC as an adviser since 2012.

Beaconlight Capital provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Beaconlight Capital: assets under management

The assets under management (AUM) of Beaconlight Capital, LLC is $710.6 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 229% since the beginning of its operation, and $468.38 million of the total AUM is attributable to clients outside of the United States.

The firm manages $710.6 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $88.82 million each.

Beaconlight Capital has custody of $478.26 million in cash and securities for 4 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Beaconlight Capital, LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Beaconlight Capital serves?

The only and largest group of clients of Beaconlight Capital is pooled investment vehicles with 8 clients and $710.6 million of assets under management. Among the 8 most similar advisory firms, Beaconlight Capital has the 2nd highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $710.6 million for 8 clients. 75% of the firm’s clients are foreign persons or businesses.

Beaconlight Capital also advises several private funds. Namely, two hedge funds. The minimum investment commitment required of non-related persons ranges from $1,000,000 to $5,000,000.

Careers at Beaconlight Capital, LLC

The company employs 16 people that are either part- or full-time employees. 56 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Edward Dominick Bosek	Managing member and portfolio manager, beaconlight capital, llc	1 Jul 2009	75% - 100%	3229987
Edward Dominic Bosek	Managing member and portfolio manager	1 Jul 2009	75% - 100%	3229987
Noam Yossef Ohana	Member / chief operating officer	1 Jul 2009	Other	6001154
Michele Amy Krieger	Chief compliance officer / chief financial officer / chief operating officer, beaconlight capital, llc	1 Nov 2009	Other	2710732
Edward Dominick Bosek	Managing member, beaconlight gp llc	1 Nov 2009	75% - 100%	3229987
Noam Yossef Ohana	Member, beaconlight gp llc	1 Nov 2009	Other	6001154
Duncan Roderick Maclean	Member / research analyst	1 Oct 2010	Other	4009535

Based in New York

The principal office where Beaconlight Capital, LLC performs its advisory services is located at 350 Madison Avenue, New York, NY 10017, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 212-612-3130 or by fax 212-315-2350. The normal business hours are 9 am - 5 pm on Monday - Friday.