Beaumont Capital Management is an investment advisor in Boston with $166.53 mm assets under management.
Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
842668847
SEC advisor number
801-117772
FINRA CRD number
306354
AUM ?
$166.53 mm
(as of 8 Jun 23)
Accounts
332
(as of 8 Jun 23)
Employees
9
(9 investment advisory or research)
Office hours
Monday - Friday, 8:30 AM TO 5:30 PM
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Rice, Andrew, Philip | Partner | 12/2021 | |
Villegas, Raulin, Keith | Chief Compliance Officer | 07/2021 | < 5% |
Algorithmic Research and Trading, LLC | Equity Owner | 12/2021 | > 75% |
Rice, Todd, Matthew | Partner | 12/2021 | 25-50% |
Rezendes, Denis, John | Partner | 12/2021 | |
Ryan, Brendan, Dennis | Partner | 12/2021 | |
Bulger, James, John | Partner | 12/2021 | |
Dixon, Daniel, Joseph | Partner | 12/2021 | |
Anderson, Brandon, M | Partner | 12/2021 | |
Klapman, Jared, Albert | Partner | 12/2021 | |
Doyle, Courtney, Arlene | Partner | 12/2021 | |
Bennett, Gordon, Eric | Partner | 12/2021 | |
Kenney, Kaitlyn, Marie | Partner | 12/2021 | |
Driscoll, David | Partner | 12/2021 | |
Osborn, Kevin, Burdick | Partner | 12/2021 |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
10 May 24
13F-HR
Quarterly holdings report by institutional manager
12 Feb 24
13F-HR
Quarterly holdings report by institutional manager
9 Nov 23
13F-HR
Quarterly holdings report by institutional manager
3 Aug 23
13F-HR
Quarterly holdings report by institutional manager
11 May 23
13F-HR
Quarterly holdings report by institutional manager
9 Feb 23
13F-HR
Quarterly holdings report by institutional manager
10 Nov 22
13F-HR
Quarterly holdings report by institutional manager
10 Aug 22
13F-HR
Quarterly holdings report by institutional manager
13 May 22
13F-HR
Quarterly holdings report by institutional manager
9 Feb 22