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 06/30/21. The fund's latest filing disclosed 1BN in positions, representing 45% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/05 to 06/30/21. The fund's latest filing disclosed 1BN in positions, representing 45% of the manager's regulatory AUM.
BEAUMONT FINANCIAL StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
BEAUMONT FINANCIAL Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| VOO | 6.43% | ETF | 4.51% | -0% | 0 | 0% | ||
| VT | 5.02% | ETF | 2.16% | -0.11% | 0 | 0% | ||
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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
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
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