Report this profile; Experience. The company has offices in three locations and a total of 10 people on staff. In short, any financial professional should disclose all positions they hold (or have sold short) that they will also be recommending to you. The sale prices were between $18.08 and $35.64, with an estimated average price of $30.21. Views: 60 (trailing six months). Beech Hill Advisors manages $270.0 million and provides investment advisory services for 264 clients (1:38 advisor/client ratio). investor.com relies on regulatory data from the SEC to rate and review financial advisor firms. It starts with dialogue that explores circumstances and interests, helping clients think about short- and long-term goals and the range of possibilities. Beech Hill Advisors, registered in 1988, serves 10 state(s) with a licensed staff of 7 advisors. As a result, unlike hedge funds, there is no historical performance for any financial advisory firm. PM Beech Hill Advisors. Beech Hill Advisors Inc is a hedge fund company based in New York, NY. When performance-based fees are charged, the financial advisor is paid for outperforming a benchmark, typically an index. 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. 13F Filings The Security, Class, and ID columns in the table below are shown exactly as filed by the investor. The impact to a portfolio due to this sale was -2.38%. Join to Connect. BHA is an independent SEC-registered investment advisor (RIA). 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. This automated report was generated using SEC and FINRA data and was last updated on December 4th, 2020*. 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. These commissions may be earned from the sale of investment or insurance products and are paid by the companies providing the products being sold. Beech Hill Advisors, Inc., is not affiliated with Northern Lights Distributors, LLC. 212-350-7250 All of these conflicts can negatively impact clients via hidden fees and overall higher costs. Published on July 22, 2019. *SEC data last verified 12/04/2020. Beech Hill Advisors manages $221.4 million in 552 accounts and also manages several funds, according to a March 2017 regulatory filing. Catchphrases, including "fee-only," can be helpful; however, Americans often get confused with competitors promoting "fee-based" in response. Beech Hill Advisors, Inc. is a New York Domestic Business Corporation filed on December 9, 1987. It is a NY Corporation. 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 is a New York-based registered investment advisor founded by Paul Cantor and Joseph Weiss in 1987. Beech Hill Advisors, Inc is a hedge fund based in New York, NY. 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. All requests for updated information should also be reported directly to the SEC and/or FINRA. The impact to a portfolio due to this purchase was 1.69%. The fund's latest filing disclosed 197MM in positions, representing 75% of the manager's regulatory AUM. Our philosophy is to deliver from high-level strategy discussions to street-level deliverables for … We add value to the advisory relationship through a truly client-centered approach. While Beech Hill Advisors advises clients across a variety of portfolio sizes, the average client balance is currently $1,022,817. Evan David Slater is a financial advisor with Beech Hill Advisors, Inc. phone Checks take place monthly. Beech Hill Advisors can accept commissions for its investment advisory services. Trusted advisory firms must meet our strict regulatory requirements. Alturas Wealth Management, Kadence Advisors, Covered Bridge Advisors, Primetrust Advisors. The fund owned 6,150 shares of the company’s stock after purchasing an additional 3,225 shares during the period. 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. 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. All rights reserved. They operate 1 private fund and have approximately $221.4 million in total assets under management (AUM). The adviser was formed in 1987 and serves individuals and institutions. In total, Beech Hill Advisors manages $270,023,699 in assets. As of December 31, 2015, it had approximately $210,588,779 in assets under management. … © Beech Hill Advisors, Inc..  |  Privacy Statement  |  Terms of Use  |  Form CRS  |  Contact Us. Beech Hill Garage was established in 1979 by Ted and Sally de la Rivière. 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. Beech Hill Advisors is a traditional, boutique investment advisory firm in New York City. Member FINRA & SIPC . 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. The purchase prices were between $113.31 and $182.44, with an estimated average price of $160.44. The stock is now traded at around $22.66. Beech Hill Advisors Inc is a hedge fund that manages 261.3 MM dollars in regulatory AUM and has 13 employees, of which 9 perform investment advisory functions. While this often can be seen as "eating your own cooking," there are several inherent conflicts that can arise. Beech Hill Advisors Inc. raised its holdings in shares of PepsiCo, Inc. (NASDAQ:PEP) by 110.3% in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). Ted spent the late 1950’s and the 1960’s working as a Grand Prix and sports racing car mechanic with notable names such as Chris Amon, Mike Hailwood and Paul Hawkins. Financial planning services can include tax planning, estate planning, retirement planning, or life-based event planning such as saving for college, getting married, purchasing a home, paying down debt, or planning an inheritance. Beech Hill Advisors Inc. Info: Size ($ 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. To file a complaint or dispute with this firm, please fill out the SEC Investor Complaint Form. Beech Hill Advisors recommends securities that they may have recently taken public or otherwise have controlling interest over. 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. Beech Hill Securities is a full-service broker-dealer headquartered in New York City. Beech Hill Advisors, Inc., located at 880 Third Avenue, 16th Floor, New York, NY 10022, serves as the investment adviser for the Fund. Beech Hill Advisors manages $270.0 million and provides investment advisory services for 264 clients (1:38 advisor/client ratio). 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. 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. reduced to a holding in Bank of America Corp by 91%. 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 … 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"). Beech Hill Advisors is a traditional, boutique investment advisory firm in New York City. Compare against similar firms. We take great pride in providing client-acclaimed expertise grounded in honesty and integrity. After checking the disciplinary records of Beech Hill Advisors, our system found no disciplinary questions to ask. Financial plans and investment portfolios are always unique to the client's personal financial situation. 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. The number of clients served by it is unknown. The company's filing status is listed as Active and its File Number is 1136136. computer 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 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. For the most up-to-date information, please view the applicable SEC and FINRA reports above. Beech Hill Advisors, Inc is a business that has its headquarters in New York, New York. © 2020 Reink Media Group LLC. The manager's has disclosed holdings from 12/31/05 to 06/30/20. One consistent result is a good rapport with clients — an essential element of success. 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. Beech Hill Advisors Inc is legally known as BEECH HILL ADVISORS, INC. The stock is now traded at around $182.71. Beech Hill Advisors, Inc. Beech Hill Advisors constructs discretionary portfolios that focus on growth and capital preservation. Beech Hill Advisors is based out of New York. This could be detrimental to a client during down markets. Beech Hill Advisors, Inc. initiated holding in Laboratory Corp of America Holdings. For example, front running is when a financial professional buys or sell securities ahead of their client. Checks take place monthly. BHP provides a full range of commercial real estate services for owners and users of all product types. Beech Hill Advisors recommends proprietary investments and products that could generate larger commissions than other similar non-proprietary products. After checking the regulatory records of Beech Hill Advisors, our system has identified the following question(s) to ask. The SEC, nor FINRA, tracks portfolio performance metrics for the financial planning industry. 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%. They hold $221 million in assets under management as of March 2, 2017. 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. Please read our November post-election update. 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: Print Report. Beech Hill Advisors, registered in 1988, is a Registered Investment Advisor (RIA) in 10 state(s) with a licensed staff of 7 advisors. Our success li Learn more. The Registered Agent on file for this company is Hall Dickler Lawler Kent & and is located at Friedman, J. As a financial advisory firm, Beech Hill Advisors can provide a variety of financial planning services for Americans. The Beech Hill Total Return Fund is distributed by Northern Lights Distributors, LLC, member FINRA / SIPC. 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. Learn more. 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. The firm's fees may include asset-based, commission-based and performance-based fees. Sub Funds and Performance Do not be afraid to ask how much they will earn from the product or what other non-proprietary options are available. 12b-1 fees increase the total annual cost of owning a mutual fund with no guarantee of higher returns. This firm has 11 employees, of which 8 are employees in advisory roles. Firms that receive a 4.5 or 5-star rating are considered Trusted by investor.com. By visiting these sites, you are subject to their terms of use (IAPD, BrokerCheck). “Item 11 Disclosure Information” contains a list of valuable disclosures that are relevant for Americans. 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. Read their Plain English Brochure. 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. We take great pride in providing client-acclaimed expertise grounded in honesty and integrity. 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. For data support, email "support@investor.com". 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. Beech Hill Advisors. View the latest funds and 13F holdings. It was founded in 04/1988. 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. Some firms receive these fees as payments, which creates an incentive to promote them. PM at Beech Hill Advisors Greater New York City Area 133 connections. 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. This typically occurs when firms manage mutual funds or hedge funds alongside smaller retail accounts. Beech Hill Advisors is headquartered in New York, NY. Beech Hill […] Visit Site Beech Hill Advisors has marked in their disclosures that they trade recommended securities. Is the firm’s purpose to provide you financial planning and ongoing advice or to sell commission-based products to its clients? The institutional investor purchased 656 shares of the healthcare conglomerate’s stock, valued at approximately $205,000. Any data inaccuracies, please contact our team. Our system found no other conflict questions to ask. Top 10 Stocks Held By Beech Hill Advisors Inc. By Holdings Channel Staff, updated Sunday, December 13, 11:41 PM An important aspect of the Trust Algorithm is processing the SEC Form ADV Part 1 filing of each Registered Investment Advisor (RIA). Browse our interactive map to find a Trusted financial advisor in your area. We manage equity, fixed income, and balanced-investment portfolios on a discretionary basis, driven by an obligation to provide security to our clients. 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 Unlike Credit Suisse, which claimed that it … Beech Hill Advisors offers financial advisor services in 10 states: California, Connecticut, Florida, Louisiana, Massachusetts, New Hampshire, New Jersey, New York, Texas, Vermont. print 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). Track the AUM, funds, and holdings for Beech Hill Advisors Inc over time. Mutual Funds involve risk including the possible loss of principal. Please read our November post-election update. Currently Beech Hill Advisors is also a Broker-Dealer or is affiliated with one. 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