Beacon Pointe Advisors LLC
08/13/2025 | Press release | Distributed by Public on 08/13/2025 11:08
Initial Quarterly Holdings Report by Institutional Manager (Form 13F-HR)
|
The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. |
|||||||||||||||||||||
|
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F COVER PAGE |
|
||||||||||||||||||||
| Report for the Calendar Year or Quarter Ended: | 06-30-2025 |
| Check here if Amendment | Amendment Number: | |
| This Amendment (Check only one.): | is a restatement. | |
| adds new holdings entries. |
| Institutional Investment Manager Filing this Report: | |
| Name: | Beacon Pointe Advisors, LLC |
| Address: | 24 CORPORATE PLAZA DRIVE |
| SUITE 150 | |
| NEWPORT BEACH, CA 92660 | |
| Form 13F File Number: | 028-19009 |
The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.
| Person Signing this Report on Behalf of Reporting Manager: | ||||
| Name: | Catherine Prentice | |||
| Title: | Director, Compliance | |||
| Phone: | 949-718-1623 | |||
| Signature, Place, and Date of Signing: | ||||
| Catherine Prentice | Newport Beach, CA | 08-13-2025 | ||
| [Signature] | [City, State] | [Date] | ||
| Report Type (Check only one.): | |
| 13F HOLDINGS REPORT. (Check here if all holdings of this reporting manager are reported in this report.) | |
| 13F NOTICE. (Check here if no holdings reported are in this report, and all holdings are reported by other reporting manager(s).) | |
| X | 13F COMBINATION REPORT. (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).) |
|
List of Other Managers Reporting for this Manager: [If there are no entries in this list, omit this section.] |
|||
| Form 13F File Number | Name | ||
| 028-19649 | 55I, LLC | ||
| 028-14059 | ACR Alpine Capital Research, LLC | ||
| 028-05119 | ALTA CAPITAL MANAGEMENT LLC/ | ||
| 028-10180 | AMI INVESTMENT MANAGEMENT INC | ||
| 028-01880 | ANCHOR CAPITAL ADVISORS LLC | ||
| 028-11964 | Aperio Group, LLC | ||
| 028-02634 | Aristotle Capital Management, LLC | ||
| 028-19653 | Belmont Capital, LLC | ||
| 028-16982 | Bristol Gate Capital Partners Inc. | ||
| 028-13997 | BROWN ADVISORY INC | ||
| 028-11563 | Coho Partners, Ltd. | ||
| 028-13334 | CONFLUENCE INVESTMENT MANAGEMENT LLC | ||
| 028-03434 | CONGRESS ASSET MANAGEMENT CO | ||
| 028-13023 | Dana Investment Advisors, Inc. | ||
| 028-10301 | DAVIDSON INVESTMENT ADVISORS | ||
| 028-04121 | DAVIS SELECTED ADVISERS | ||
| 028-10648 | DIAMOND HILL CAPITAL MANAGEMENT INC | ||
| 028-19385 | Edge Capital Group, LLC | ||
| 028-13411 | ENVESTNET ASSET MANAGEMENT INC | ||
| 028-19978 | Ethic Inc. | ||
| 028-20863 | F/m Investments LLC | ||
| 028-01526 | FIDUCIARY MANAGEMENT INC /WI/ | ||
| 028-01887 | GAMCO INVESTORS, INC. ET AL | ||
| 028-02635 | GARDNER RUSSO & QUINN LLC | ||
| 028-03495 | JENSEN INVESTMENT MANAGEMENT INC | ||
| 028-05066 | KAYNE ANDERSON CAPITAL ADVISORS LP | ||
| 028-10665 | LONDON CO OF VIRGINIA | ||
| 028-00398 | LOOMIS SAYLES & CO L P | ||
| 028-13243 | MAR VISTA INVESTMENT PARTNERS LLC | ||
| 028-06620 | MORGAN DEMPSEY CAPITAL MANAGEMENT LLC | ||
| 028-06808 | Natixis Investment Managers, LLC | ||
| 028-13573 | Neuberger Berman Group LLC | ||
| 028-20945 | Nixon Capital, LLC | ||
| 028-04558 | PARAMETRIC PORTFOLIO ASSOCIATES LLC | ||
| 028-03687 | POLEN CAPITAL MANAGEMENT LLC | ||
| 028-13006 | Provident Investment Management, Inc. | ||
| 028-15157 | Raub Brock Capital Management LP | ||
| 028-13671 | Reynders McVeigh Capital Management, LLC | ||
| 028-11487 | River Road Asset Management, LLC | ||
| 028-05655 | RIVERBRIDGE PARTNERS LLC | ||
| 028-21541 | Riverwater Partners LLC | ||
| 028-13757 | Saratoga Research & Investment Management | ||
| 028-04691 | SCHAFER CULLEN CAPITAL MANAGEMENT INC | ||
| 028-03381 | SEGALL BRYANT & HAMILL, LLC | ||
| 028-05709 | SHELTON CAPITAL MANAGEMENT | ||
| 028-10472 | SILVERCREST ASSET MANAGEMENT GROUP LLC | ||
| 028-10937 | Skylands Capital, LLC | ||
| 028-14071 | St. James Investment Company, LLC | ||
| 028-11071 | Stack Financial Management, Inc | ||
| 028-11465 | Sterling Capital Management LLC | ||
| 028-16131 | Swan Capital Management, LLC | ||
| 028-05840 | VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | ||
| 028-18951 | Wakefield Asset Management LLLP | ||
| 028-01286 | WASATCH ADVISORS LP | ||
| 028-10220 | WESTFIELD CAPITAL MANAGEMENT CO LP | ||
| 028-04587 | ZACKS INVESTMENT MANAGEMENT | ||
| 028-10982 | Ziegler Capital Management, LLC | ||
| 028-05392 | CITY NATIONAL ROCHDALE, LLC | ||
| 028-16454 | SEI INVESTMENTS CO | ||
| 028-00869 | FRED ALGER MANAGEMENT, LLC | ||
| 028-11728 | CAUSEWAY CAPITAL MANAGEMENT LLC | ||
| 028-18806 | Dundas Partners LLP | ||
| 028-05269 | EARNEST PARTNERS LLC | ||
| Form 13F Summary Page | |||||
| Report Summary: | |||||
| Number of Other Included Managers: | 0 | ||||
| Form 13F Information Table Entry Total: | 1,250 | ||||
| Form 13F Information Table Value Total: | 9,581,611,299 | ||||
| (thousands) | |||||
| List of Other Included Managers: | |||
| Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report. | |||
| [If there are no entries in this list, state "NONE" and omit the column headings and list entries.] | |||
| NONE | |||
Beacon Pointe Advisors LLC published this content on August 13, 2025, and is solely responsible for the information contained herein. Distributed via Edgar on August 13, 2025 at 17:08 UTC. If you believe the information included in the content is inaccurate or outdated and requires editing or removal, please contact us at [email protected]