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 09/30/16. The fund's latest filing disclosed 632MM in positions, representing 22% of the manager's regulatory AUM.

BEAUMONT FINANCIAL StockAlpha

-1.7%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

BEAUMONT FINANCIAL Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
AGG 4.22% ETF -3.3% -0.17% 0 3%
IJH 3.51% ETF 6.09% 0.14% 0 5%
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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 ...
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BEAUMONT FINANCIAL Portfolio Concentration

BEAUMONT FINANCIAL Location

250 1ST AVENUE
SUITE 101
NEEDHAM, Massachusetts
UNITED STATES, 02494

BEAUMONT FINANCIAL Contact Information

Phone Number: 781-400-2800
Fax Number: 781-237-7179
Website:

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