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BEACON COAST PARTNERS, LLC

SAN FRANCISCO, CA · CRD 341584 · IAPD ↗ · beaconcoastpartners.com · (415) 426-7520

$2.28BRegulatory AUM
4Advisory reps
6Employees
0Clients
0Planning clients
0Private funds
3States
0Disclosures
wealthSegment
120-Day ApprovalSEC status

Filing changes

49
October 2026 — BEACON COAST PARTNERS, LLC notice-filed in NH, TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
95
July 2026 — BEACON COAST PARTNERS, LLC (SAN FRANCISCO, CA) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 4 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.