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 09/30/21. 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 09/30/21. 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 | 6.54% | ETF | 8.92% | -0.01% | 0 | 13% | ||
| VT | 5.08% | ETF | 6.98% | -0.09% | 0 | 4% | ||
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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
Methods of Analysis, Investment Strategies and Risk of Loss Page 11
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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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