BEAUMONT FINANCIAL Overview
Beaumont Financial Partners Llc is a hedge fund that manages 2.9 BN dollars in regulatory AUM and has 42 employees, of which 19 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/05 to 06/30/19. The fund's latest filing disclosed 967MM in positions, representing 34% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/05 to 06/30/19. The fund's latest filing disclosed 967MM in positions, representing 34% of the manager's regulatory AUM.
BEAUMONT FINANCIAL StockAlpha
| Top 25% |
3yr StockAlpha
Register for more...
Fundamental & Technical Factor Exposure
BEAUMONT FINANCIAL Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| IJT | 3.36% | ETF | 1.01% | -0.03% | 1 | 2% | ||
| IJH | 3.32% | ETF | 0.49% | -0.04% | 0 | 4% | ||
|
Unlock Positions and Returns Details |
||||||||
FEATURED IN
BEAUMONT FINANCIAL Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Thomas J. Cahill | Class A Member | October-1999 |
| David M. Haviland | Shareholder | October-2000 |
| James M. Oates | Class B Member | October-1999 |
| Richard M. Burnes Jr. | Class B Member | October-1999 |
| Christopher P. Hennessey | Class C Member | October-1999 |
| Edward F. Hurley | Chief Financial Officer And Compliance Officer | August-2006 |
| Philip J. Dubuque | Class B Member | July-2006 |
| Lawrence A. Fiore | Class A Member/Tax Director | July-2007 |
| Michael H. Snyder | Chief Compliance Officer | May-2014 |
BEAUMONT FINANCIAL Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
BEAUMONT FINANCIAL Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss Page 11
Item 9 ...
Unlock Full Investment Process Description
Item 9 ...
Unlock Full Investment Process Description
BEAUMONT FINANCIAL Portfolio Concentration
BEAUMONT FINANCIAL Location
250 1ST AVENUE
SUITE 101
NEEDHAM, Massachusetts
UNITED STATES, 02494
SUITE 101
NEEDHAM, Massachusetts
UNITED STATES, 02494
BEAUMONT FINANCIAL Contact Information
Phone Number: 781-400-2800
Fax Number: 781-237-7179
Website: http://www.bfpcm.com
Fax Number: 781-237-7179
Website: http://www.bfpcm.com
READ RECENT SYMMETRIC REPORTS
Disclaimer
The information contained herein: (1) is proprietary to Symmetric and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Symmetric nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance and skill metrics are no guarantee of future results. "Symmetric," "Symmetric.io" and the Symmetric logo are marks of Symmetric, Inc. Read our privacy policy here. Read our terms of use here