Beaumont Financial Partners is a multi-generational wealth advisor that applies an investment strategy tailored to each client's personal circumstances to support their distinct long-term financial goals. As of June 13, 2024, its investment portfolio was valued at $2.96 billion, held in hedge funds, real estate, and private equity, including discretionary assets of $2.15 billion. Its private equity investments cover venture capital fund strategies, private growth equity, private debt, diversified private equity, and buyouts, spread globally. The executive management team governs the firm's investments, with Mr. Philip Dubuque serving as Chief Investment Officer and Chairman of the Investment Committee.
| Investor | Type | Based in | Focus | AUM | Contacts |
|---|---|---|---|---|---|
| Morgan Stanley Investment Management | Fund of Funds | New York | Debt & credit · Core · Co-investment | $1.6T | 1 |
| Blackstone Group - Fund of Funds and Secondary | Fund of Funds | New York | Multifamily · Industrial · Core | $1.1T | 16 |
| New York Life Investment Management | Asset Manager | New York | Multifamily · Industrial · Co-investment | $740B | 5 |
| Brookfield Asset Management | Asset Manager | Toronto, Canada | Multifamily · Industrial · Opportunistic · Joint venture | $690B | 12 |
| KKR | Asset Manager | New York | Multifamily · Industrial · Core · Co-investment | $553B | 11 |
| Ares Management | Asset Manager | Los Angeles | Multifamily · Industrial · Core | $546B | 16 |
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