Beech Hill Advisors. 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. Learn more. We take great pride in providing client-acclaimed expertise grounded in honesty and integrity. 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. The Beech Hill Total Return Fund is distributed by Northern Lights Distributors, LLC, member FINRA / SIPC. Track the AUM, funds, and holdings for Beech Hill Advisors Inc over time. Unlike Credit Suisse, which claimed that it … Firms that receive a 4.5 or 5-star rating are considered Trusted by investor.com. 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. Beech Hill Advisors, Inc. Beech Hill Advisors constructs discretionary portfolios that focus on growth and capital preservation. Beech Hill Advisors has marked in their disclosures that they trade recommended securities. 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. Beech Hill Advisors is headquartered in New York, NY. The number of clients served by it is unknown. Views: 60 (trailing six months). Beech Hill Advisors is a traditional, boutique investment advisory firm in New York City. 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 Garage was established in 1979 by Ted and Sally de la Rivière. 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. Beech Hill Advisors, Inc is a business that has its headquarters in New York, New York. The manager's has disclosed holdings from 12/31/05 to 06/30/20. Please read our November post-election update. 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). © Beech Hill Advisors, Inc..  |  Privacy Statement  |  Terms of Use  |  Form CRS  |  Contact Us. The company has offices in three locations and a total of 10 people on staff. Evan David Slater is a financial advisor with Beech Hill Advisors, Inc. Beech Hill Advisors, registered in 1988, is a Registered Investment Advisor (RIA) in 10 state(s) with a licensed staff of 7 advisors. investor.com relies on regulatory data from the SEC to rate and review financial advisor firms. Our philosophy is to deliver from high-level strategy discussions to street-level deliverables for … The fund owned 6,150 shares of the company’s stock after purchasing an additional 3,225 shares during the period. 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. 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: Beech Hill Securities is a full-service broker-dealer headquartered in New York City. Beech Hill Advisors is a traditional, boutique investment advisory firm in New York City. 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"). “Item 11 Disclosure Information” contains a list of valuable disclosures that are relevant for Americans. The adviser was formed in 1987 and serves individuals and institutions. 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. 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 is legally known as BEECH HILL ADVISORS, INC. 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. All rights reserved. Beech Hill Advisors Inc is a hedge fund company based in New York, NY. It starts with dialogue that explores circumstances and interests, helping clients think about short- and long-term goals and the range of possibilities. Financial plans and investment portfolios are always unique to the client's personal financial situation. The impact to a portfolio due to this sale was -2.38%. PM Beech Hill Advisors. Read their Plain English Brochure. The fund's latest filing disclosed 197MM in positions, representing 75% of the manager's regulatory AUM. After checking the disciplinary records of Beech Hill Advisors, our system found no disciplinary questions to ask. 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). 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. The purchase prices were between $113.31 and $182.44, with an estimated average price of $160.44. 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. The company's filing status is listed as Active and its File Number is 1136136. Their last reported 13F filing for Q3 2020 included $202,805,000 in managed 13F securities and a top 10 holdings concentration of 34.91%. Beech Tree Hill Wealth Management is a Registered Representative with and Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor. Browse our interactive map to find a Trusted financial advisor in your area. Beech Hill Advisors Inc. Info: Size ($ 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. We take great pride in providing client-acclaimed expertise grounded in honesty and integrity. They hold $221 million in assets under management as of March 2, 2017. After checking the regulatory records of Beech Hill Advisors, our system has identified the following question(s) to ask. Beech Hill Advisors can accept commissions for its investment advisory services. As of December 31, 2015, it had approximately $210,588,779 in assets under management. The stock is now traded at around $22.66. Beech Hill Advisors is based out of New York. Beech Hill Advisors recommends securities that they may have recently taken public or otherwise have controlling interest over. 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. 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 Advisors manages $270.0 million and provides investment advisory services for 264 clients (1:38 advisor/client ratio). Learn more. It was founded in 04/1988. Any data inaccuracies, please contact our team. The impact to a portfolio due to this purchase was 1.69%. This typically occurs when firms manage mutual funds or hedge funds alongside smaller retail accounts. © 2020 Reink Media Group LLC. As a result, we do not support personal reviews on the site. Beech Hill Advisors, Inc. is a New York Domestic Business Corporation filed on December 9, 1987. 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 Our success li 13F Filings The Security, Class, and ID columns in the table below are shown exactly as filed by the investor. 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. Our system found no other conflict questions to ask. Visit Site All of these conflicts can negatively impact clients via hidden fees and overall higher costs. 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, Inc is a hedge fund based in New York, NY. computer By visiting these sites, you are subject to their terms of use (IAPD, BrokerCheck). One consistent result is a good rapport with clients — an essential element of success. 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. Please read our November post-election update. Beech Hill […] … This could also limit the number and diversity of investment options available to you and may impact their transferability. This firm has 11 employees, of which 8 are employees in advisory roles. phone Compare against similar firms. 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. Trusted advisory firms must meet our strict regulatory requirements. 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. Some firms receive these fees as payments, which creates an incentive to promote them. 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. An important aspect of the Trust Algorithm is processing the SEC Form ADV Part 1 filing of each Registered Investment Advisor (RIA). While this often can be seen as "eating your own cooking," there are several inherent conflicts that can arise. These commissions may be earned from the sale of investment or insurance products and are paid by the companies providing the products being sold. Do not be afraid to ask how much they will earn from the product or what other non-proprietary options are available. 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). Top 10 Stocks Held By Beech Hill Advisors Inc. By Holdings Channel Staff, updated Sunday, December 13, 11:41 PM 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) … Published on July 22, 2019. 12b-1 fees increase the total annual cost of owning a mutual fund with no guarantee of higher returns. 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. Beech Hill Advisors, registered in 1988, serves 10 state(s) with a licensed staff of 7 advisors. BHA is an independent SEC-registered investment advisor (RIA). 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 … All requests for updated information should also be reported directly to the SEC and/or FINRA. Beech Hill Advisors manages $270.0 million and provides investment advisory services for 264 clients (1:38 advisor/client ratio). 212-350-7250 Beech Hill Advisors, Inc., located at 880 Third Avenue, 16th Floor, New York, NY 10022, serves as the investment adviser for the Fund. They operate 1 private fund and have approximately $221.4 million in total assets under management (AUM). PM at Beech Hill Advisors Greater New York City Area 133 connections. Currently Beech Hill Advisors is also a Broker-Dealer or is affiliated with one. In total, Beech Hill Advisors manages $270,023,699 in assets. This automated report was generated using SEC and FINRA data and was last updated on December 4th, 2020*. 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, Inc. had filed a previous 13F-HR on July 17, 2020 disclosing 16,200 shares of at a value of $298,000 USD. 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. print When performance-based fees are charged, the financial advisor is paid for outperforming a benchmark, typically an index. Report this profile; Experience. Member FINRA & SIPC . Beech Hill Advisors, Inc. initiated holding in Laboratory Corp of America Holdings. 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. Checks take place monthly. Print Report. BHP provides a full range of commercial real estate services for owners and users of all product types. View the latest funds and 13F holdings. Is the firm’s purpose to provide you financial planning and ongoing advice or to sell commission-based products to its clients? Sub Funds and Performance As a financial advisory firm, Beech Hill Advisors can provide a variety of financial planning services for Americans. Mutual Funds involve risk including the possible loss of principal. Join to Connect. In short, any financial professional should disclose all positions they hold (or have sold short) that they will also be recommending to you. For data support, email "support@investor.com". Beech Hill Advisors, Inc., is not affiliated with Northern Lights Distributors, LLC. As a result, unlike hedge funds, there is no historical performance for any financial advisory firm. Beech Hill Advisors, Inc. reduced to a holding in Bank of America Corp by 91%. Beech Hill Advisors manages $221.4 million in 552 accounts and also manages several funds, according to a March 2017 regulatory filing. Beech Hill Advisors is a New York-based registered investment advisor founded by Paul Cantor and Joseph Weiss in 1987. To file a complaint or dispute with this firm, please fill out the SEC Investor Complaint Form. We add value to the advisory relationship through a truly client-centered approach. Catchphrases, including "fee-only," can be helpful; however, Americans often get confused with competitors promoting "fee-based" in response. For example, front running is when a financial professional buys or sell securities ahead of their client. 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. The SEC, nor FINRA, tracks portfolio performance metrics for the financial planning industry. *SEC data last verified 12/04/2020. The stock is now traded at around $182.71. The sale prices were between $18.08 and $35.64, with an estimated average price of $30.21. Beech Hill Advisors recommends proprietary investments and products that could generate larger commissions than other similar non-proprietary products. 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 institutional investor purchased 656 shares of the healthcare conglomerate’s stock, valued at approximately $205,000. This could be detrimental to a client during down markets. We manage equity, fixed income, and balanced-investment portfolios on a discretionary basis, driven by an obligation to provide security to our clients. It is a NY Corporation. For the most up-to-date information, please view the applicable SEC and FINRA reports above. 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