Bejelentkezés Regisztrálj ingyen

Beacon Alternative Strategies LLC (Portland)


Beacon Alternative Strategies LLC is an adviser based in Portland. It manages $4 million of regulatory assets for 53 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdiction of Oregon.

Beacon Alternative Strategies provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Beacon Alternative Strategies: assets under management

The assets under management (AUM) of Beacon Alternative Strategies LLC is $4 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -96% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $4 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $75.47 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Beacon Alternative Strategies LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 2 indirect owners.

Name Entity Date acquired Ownership Employer ID
Blake Edward Singer Member/manager 1 Oct 2006 50% - 75% 1471922
Bryant Joseph Jaksic Member/manager 1 Oct 2006 25% - 50% 2307926

Based in Portland

The principal office where Beacon Alternative Strategies LLC performs its advisory services is located at 121 Sw Morrison St. Ste 450, Portland, OR 97204, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 503-227-6800 or by fax 503-227-3648. The normal business hours are 7:00 am to 4:00 pm on Monday - Friday.


Registered investment advisers similar to Beacon Alternative Strategies LLC