As a result, unlike hedge funds, there is no historical performance for any financial advisory firm. It administers $270 million in assets under management across its 506 client accounts, placing it among the mid-sized firms in the nation by assets under management. Beech Hill Advisors, registered in 1988, serves 10 state(s) with a licensed staff of 7 advisors. Beech Hill Advisors Inc is legally known as BEECH HILL ADVISORS, INC. The company's filing status is listed as Active and its File Number is 1136136. © Beech Hill Advisors, Inc..  |  Privacy Statement  |  Terms of Use  |  Form CRS  |  Contact Us. The impact to a portfolio due to this sale was -2.38%. Beech Hill Advisors Inc is a hedge fund company based in New York, NY. Browse our interactive map to find a Trusted financial advisor in your area. All rights reserved. The number of clients served by it is unknown. The Registered Agent on file for this company is Hall Dickler Lawler Kent & and is located at Friedman, J. Print Report. Join to Connect. Top 10 Stocks Held By Beech Hill Advisors Inc. By Holdings Channel Staff, updated Sunday, December 13, 11:41 PM Checks take place monthly. In short, any financial professional should disclose all positions they hold (or have sold short) that they will also be recommending to you. Beech Hill Advisors manages $270.0 million and provides investment advisory services for 264 clients (1:38 advisor/client ratio). Beech Hill Garage was established in 1979 by Ted and Sally de la Rivière. Alturas Wealth Management, Kadence Advisors, Covered Bridge Advisors, Primetrust Advisors. When firms are dual-registered as broker-dealers, they may be subject to compensation-related conflicts of interest, including revenue sharing from mutual funds, cross-selling of commissioned insurance products, and the sale of proprietary investment products. Do not be afraid to ask how much they will earn from the product or what other non-proprietary options are available. This relationship could introduce bias where a firm and its advisors may push those products over others that may have a more favorable performance with which they are not affiliated. Ask Evan David Slater or our advisors a question, view Evan David Slater's ratings, experience, qualifications, primary clients, articles or publications, professional designations, membership associations, firm services or practice areas, and misconducts or complaints. This could also limit the number and diversity of investment options available to you and may impact their transferability. It was founded in 04/1988. computer Ted spent the late 1950’s and the 1960’s working as a Grand Prix and sports racing car mechanic with notable names such as Chris Amon, Mike Hailwood and Paul Hawkins. Beech Hill Advisors is a hedge fund with 264 clients and discretionary assets under management (AUM) of $267,001,441 (Form ADV from 2020-07-16). We manage equity, fixed income, and balanced-investment portfolios on a discretionary basis, driven by an obligation to provide security to our clients. We add value to the advisory relationship through a truly client-centered approach. To file a complaint or dispute with this firm, please fill out the SEC Investor Complaint Form. For data support, email "support@investor.com". For the most up-to-date information, please view the applicable SEC and FINRA reports above. While this often can be seen as "eating your own cooking," there are several inherent conflicts that can arise. Beech Hill Advisors 2017 Q4 filed Jan. 23, 2018 Beech Hill Advisors 2017 Q3 filed Oct. 20, 2017 Beech Hill Advisors 2017 Q2 filed July 18, 2017 Beech Hill Advisors 2017 Q1 filed April 19, 2017 Beech Hill Advisors 2016 Q4 filed Jan. 26, 2017 View all past filings Contact Beech Hill Advisors, Inc or view Beech Hill Advisors, Inc's ratings, investment advice, financial planning and insurance services, and get detailed information on their fees, advisors, licenses and history , and ask one of our 8 advisors a question. The adviser was formed in 1987 and serves individuals and institutions. Firms that receive a 4.5 or 5-star rating are considered Trusted by investor.com. Frank Hamrak of New York New York a stockbroker formerly registered with Beech Hill Securities Inc. and Beech Hill Advisors Inc. is referenced in a customer initiated investment related arbitration claim where the customer sought $195,271.67 in damages supported by allegations that (1) fiduciary duties owed to the customer had been breached (2) … Beech Hill Advisors, Inc is a hedge fund based in New York, NY. We take great pride in providing client-acclaimed expertise grounded in honesty and integrity. Currently Beech Hill Advisors is also a Broker-Dealer or is affiliated with one. Beech Hill Advisors Inc is a hedge fund that manages 261.3 MM dollars in regulatory AUM and has 13 employees, of which 9 perform investment advisory functions. The firm's fees may include asset-based, commission-based and performance-based fees. As a result, we do not support personal reviews on the site. Beech Tree Hill Wealth Management is a Registered Representative with and Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor. As identified in SEC Form ADV Part 1, Item 11 “Disclosure Information”, the Trust Algorithm identified the following disciplinary disclosures for Beech Hill Advisors: Unfortunately, there is no single, uniform pricing standard for working with a financial advisor. Their last reported 13F filing for Q3 2020 included $202,805,000 in managed 13F securities and a top 10 holdings concentration of 34.91%. Beech Hill Advisors, Inc. initiated holding in Laboratory Corp of America Holdings. print It starts with dialogue that explores circumstances and interests, helping clients think about short- and long-term goals and the range of possibilities. Some firms receive these fees as payments, which creates an incentive to promote them. Learn more. The stock is now traded at around $182.71. Please read our November post-election update. Learn more. Financial advisors help you achieve your life goals, e.g., saving for retirement, by creating a comprehensive financial plan and managing your investment portfolio (e.g., stocks, ETFs, mutual funds, bonds). Beech Hill Advisors Inc. purchased a new position in shares of Procter & Gamble Co (NYSE:PG) during the second quarter, according to its most recent disclosure with … An important aspect of the Trust Algorithm is processing the SEC Form ADV Part 1 filing of each Registered Investment Advisor (RIA). The sale prices were between $18.08 and $35.64, with an estimated average price of $30.21. Mutual Funds involve risk including the possible loss of principal. Beech Hill Advisors, Inc. had filed a previous 13F-HR on July 17, 2020 disclosing 16,200 shares of at a value of $298,000 USD. Beech Hill Advisors Inc. Info: Size ($ in 1000's) At 09/30/2020: $202,805 At 06/30/2020: $197,277 Beech Hill Advisors Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Beech Hill Advisors Inc. 13F filings. In total, Beech Hill Advisors manages $270,023,699 in assets. The purchase prices were between $113.31 and $182.44, with an estimated average price of $160.44. Beech Hill Advisors is a traditional, boutique investment advisory firm in New York City. View the latest funds and 13F holdings. Track the AUM, funds, and holdings for Beech Hill Advisors Inc over time. Member FINRA & SIPC . Beech Hill Advisors, Inc. (BHA) is an independent, registered investment advisor dedicated to providing the highest caliber investment counsel and management services to individuals, businesses, foundations, endowments, trusts and retirement plans, as well as working with the accounting, advisory and legal representatives of its clients. Please read our November post-election update. Beech Hill Advisors, Inc. is a New York Domestic Business Corporation filed on December 9, 1987. Beech Hill Advisors, Inc. Beech Hill Advisors constructs discretionary portfolios that focus on growth and capital preservation. 12b-1 fees increase the total annual cost of owning a mutual fund with no guarantee of higher returns. Visit Site PM at Beech Hill Advisors Greater New York City Area 133 connections. Beech Hill Advisors is headquartered in New York, NY. They hold $221 million in assets under management as of March 2, 2017. Beech Hill Advisors, Inc., is not affiliated with Northern Lights Distributors, LLC. Firm’s/Financial Professional’s investor.com profile pages may contain certain limited information directly provided to investor.com by the Firm/Financial Professional including, by way of example only, the “Personal Bio,” “Certifications,” and/or “Investment Philosophy” portions of the profile page. Read their Plain English Brochure. Financial plans and investment portfolios are always unique to the client's personal financial situation. Is the firm’s purpose to provide you financial planning and ongoing advice or to sell commission-based products to its clients? For over thirty years, Beech Hill Securities has delivered traditional broker-dealer and investment banking services to institutional clients, family offices and high-net-worth individuals worldwide. Report this profile; Experience. *SEC data last verified 12/04/2020. After checking the regulatory records of Beech Hill Advisors, our system has identified the following question(s) to ask. Beech Hill Advisors. … Beech Hill Advisors can accept commissions for its investment advisory services. We take great pride in providing client-acclaimed expertise grounded in honesty and integrity. Views: 60 (trailing six months). The stock is now traded at around $22.66. As a financial advisory firm, Beech Hill Advisors can provide a variety of financial planning services for Americans. The manager's has disclosed holdings from 12/31/05 to 06/30/20. Beech Hill Advisors, Inc. reduced to a holding in Bank of America Corp by 91%. Financial planning services can include tax planning, estate planning, retirement planning, or life-based event planning such as saving for college, getting married, purchasing a home, paying down debt, or planning an inheritance. This automated report was generated using SEC and FINRA data and was last updated on December 4th, 2020*. Beech Hill Advisors, Inc is a business that has its headquarters in New York, New York. This typically occurs when firms manage mutual funds or hedge funds alongside smaller retail accounts. BHA is an independent SEC-registered investment advisor (RIA). It is a NY Corporation. Published on July 22, 2019. The fund's latest filing disclosed 197MM in positions, representing 75% of the manager's regulatory AUM. 13F Filings The Security, Class, and ID columns in the table below are shown exactly as filed by the investor. The fund owned 6,150 shares of the company’s stock after purchasing an additional 3,225 shares during the period. The firm manages client accounts using various strategies, based on the needs of the client and consistent with the client's investment objectives, risk tolerance, and time horizons. You can view more information on Beech Hill Advisors Inc including private fund info, contact info, top management and executives, website, email addresses, and more below: Any data inaccuracies, please contact our team. BHP provides a full range of commercial real estate services for owners and users of all product types. Our success li phone When performance-based fees are charged, the financial advisor is paid for outperforming a benchmark, typically an index. © 2020 Reink Media Group LLC. Side-by-side management can create an incentive for the advisor to favor the larger funds, potentially leading to unequal trading costs and unfavorable trade executions for their retail clients. Beech Hill Advisors Inc. raised its holdings in shares of PepsiCo, Inc. (NASDAQ:PEP) by 110.3% in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). Our philosophy is to deliver from high-level strategy discussions to street-level deliverables for … For instance, research has shown that mutual funds that use incentive fees take on more risk that funds that do not, and tend to double down and increase their risk following a poor performance. Ultimately, to understand the underlying costs of advisory services, we always recommend asking for an itemized fees breakdown and reading the firm's ADV Part 2 Brochure (Item 5, "Fees and Compensation"). All of these conflicts can negatively impact clients via hidden fees and overall higher costs. Beech Hill Advisors is a New York-based registered investment advisor founded by Paul Cantor and Joseph Weiss in 1987. Checks take place monthly. Beech Hill Advisors is based out of New York. Trusted advisory firms must meet our strict regulatory requirements. Compare against similar firms. For example, front running is when a financial professional buys or sell securities ahead of their client. “Item 11 Disclosure Information” contains a list of valuable disclosures that are relevant for Americans. Beech Hill Advisors recommends securities that they may have recently taken public or otherwise have controlling interest over. Beech Hill Advisors receives soft-dollar benefits that could incentivize them to push trades through broker-dealers that provide advantages to the firm instead of through broker-dealers that could provide the best trade execution for their clients. Beech Hill Advisors manages $221.4 million in 552 accounts and also manages several funds, according to a March 2017 regulatory filing. 212-350-7250 As of December 31, 2015, it had approximately $210,588,779 in assets under management. Catchphrases, including "fee-only," can be helpful; however, Americans often get confused with competitors promoting "fee-based" in response. Beech Hill Advisors Inc. purchased a new position in shares of UnitedHealth Group Inc (NYSE:UNH) in the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. Beech Hill Advisors recommends proprietary investments and products that could generate larger commissions than other similar non-proprietary products. They operate 1 private fund and have approximately $221.4 million in total assets under management (AUM). Beech Hill Advisors manages $270.0 million and provides investment advisory services for 264 clients (1:38 advisor/client ratio). While this may seem like an attractive compensation structure to ensure your advisor is making your money work for you, often, the managers of those products are incentivized to take inappropriate risks to beat their performance benchmark. The institutional investor purchased 656 shares of the healthcare conglomerate’s stock, valued at approximately $205,000. The Beech Hill Total Return Fund is distributed by Northern Lights Distributors, LLC, member FINRA / SIPC. Beech Hill […] While this allows for a broader range of investment options and management styles a firm can offer, it can also create an incentive for the firm to put their financial interests ahead of your own. These commissions may be earned from the sale of investment or insurance products and are paid by the companies providing the products being sold. By visiting these sites, you are subject to their terms of use (IAPD, BrokerCheck). Unlike Credit Suisse, which claimed that it … Beech Hill Advisors, Inc. ownership in BOE / October 19, 2020 - Beech Hill Advisors, Inc. has filed a 13F-HR form disclosing ownership of 4,167 shares of (UK:BOE) with total holdings valued at $689,000 USD as of September 30, 2020. Beech Hill Advisors, Inc., located at 880 Third Avenue, 16th Floor, New York, NY 10022, serves as the investment adviser for the Fund. Our system found no other conflict questions to ask. Sub Funds and Performance This could be detrimental to a client during down markets. Beech Hill Advisors is a traditional, boutique investment advisory firm in New York City. With respect to such information, investor.com cannot and does not independently verify, audit, validate, assess or guarantee the adequacy, accuracy, or completeness of such information; such information is not included or otherwise incorporated within investor.com’s Trust Score algorithm or review process. Terms of Use | Disclaimers | Privacy Policy, compensation-related conflicts of interest, Attorney/Accountant Authorization Revocation – SRO, Business License Revocation - Other Regulatory Agencies, False Statements or Omissions - Other Regulatory Agencies, Order Entered - Other Regulatory Agencies, Regulation Violations - Other Regulatory Agencies. Beech Hill Advisors has marked in their disclosures that they trade recommended securities. After checking the disciplinary records of Beech Hill Advisors, our system found no disciplinary questions to ask. This firm has 11 employees, of which 8 are employees in advisory roles. investor.com relies on regulatory data from the SEC to rate and review financial advisor firms. All requests for updated information should also be reported directly to the SEC and/or FINRA. PM Beech Hill Advisors. The SEC, nor FINRA, tracks portfolio performance metrics for the financial planning industry. While Beech Hill Advisors advises clients across a variety of portfolio sizes, the average client balance is currently $1,022,817. Beech Hill Advisors, Inc can provide financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles and market timing services. The impact to a portfolio due to this purchase was 1.69%. The company has offices in three locations and a total of 10 people on staff. For over three decades, our principals have been working closely with our clients to develop investment strategies and build individual portfolios to meet each client’s evolving financial goals and investment objectives. One consistent result is a good rapport with clients — an essential element of success. Evan David Slater is a financial advisor with Beech Hill Advisors, Inc. Beech Hill Advisors offers financial advisor services in 10 states: California, Connecticut, Florida, Louisiana, Massachusetts, New Hampshire, New Jersey, New York, Texas, Vermont. Beech Hill Securities is a full-service broker-dealer headquartered in New York City. Beech Hill Advisors, registered in 1988, is a Registered Investment Advisor (RIA) in 10 state(s) with a licensed staff of 7 advisors. 1979 by Ted and Sally de la Rivière Hill securities is a traditional, boutique investment advisory firm, Hill! 1979 by Ted and Sally de la Rivière when a financial professional buys or sell ahead! 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