9AT: BEACON CAPITAL PARTNERS, LLC

other names

BEACON CAPITAL PARTNERS, LLC

Adviser Profile

As of Date	03/31/2025
Registration	SEC, Approved, 02/22/2012
ADV Location	BOSTON, MA, United States
Contact Info	617 xxxxxxx
Websites

AUM^*	1,435,332,610 -25%
of that, discretionary	1,435,332,600 -39%
Private Fund GAV^*	5,833,898,000
Avg Account Size	110,410,201 -44%
SMA’s	No
Private Funds	6 2

Adviser Type

- Large advisory firm

Number of Employees 111 -4%

of those in investment advisory functions 26 -13%

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees

SEC Fund Type	Count	GAV
Fund TypeReal Estate Fund	Count4	GAV$5,833,898,000
Fund TypeOther Private Fund	Count2	GAV$

Adviser	Hedge Fund	Liquidity Fund	Private Equity Fund	Real Estate Fund	Securitized Asset Fund	Venture Capital Fund	Other Fund	Total Private Fund GAV	AUM	#Funds
Adviser BERKELEY PARTNERS MANAGEMENT, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM2.6b	#Funds4
Adviser SABAL INVESTMENT ADVISORS, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund500.0m	Real Estate Fund4.3b	Securitized Asset Fund-	Venture Capital Fund-	Other Fund900.1m	Total Private Fund GAV5.7b	AUM4.3b	#Funds14
Adviser MAN GLOBAL PRIVATE MARKETS (UK) LIMITED	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund673.5m	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV673.5m	AUM2.2b	#Funds1
Adviser 3650 REIT INVESTMENT MANAGEMENT LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund4.5b	Securitized Asset Fund-	Venture Capital Fund-	Other Fund625.0k	Total Private Fund GAV4.5b	AUM2.8b	#Funds22
Adviser AEGON REAL ASSETS US	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund53.7m	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV53.7m	AUM512.9m	#Funds3
Adviser AJ CAPITAL MANAGEMENT LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund500.0m	Real Estate Fund2.6b	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV3.1b	AUM2.6b	#Funds63
Adviser RESMARK EQUITY PARTNERS, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund2.0b	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV2.0b	AUM2.0b	#Funds16
Adviser VANBARTON GROUP LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund3.0b	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV3.0b	AUM2.2b	#Funds5
Adviser SAGE FINANCIAL GROUP INC.	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund86.6m	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV86.6m	AUM3.6b	#Funds5
Adviser TIMBERLAND INVESTMENT RESOURCES, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund690.8m	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV690.8m	AUM2.0b	#Funds7

Brochure Summary

Overview

A. Description of Firm and Principal Owner Beacon Capital Partners, LLC (“Beacon Capital”) was founded in 1998 to sponsor and manage private, closed-end, commingled real estate investment funds. Beacon Capital is headquartered in Boston, with offices in Chicago, Denver, Los Angeles, New York, San Francisco, Seattle, and Washington D.C./Northern Virginia. Prior to forming Beacon Capital, Alan Leventhal, and nine other members of Beacon Capital’s original management team served as officers of Beacon Properties Corporation, a publicly traded, national office property company that completed its IPO in 1994. Beacon Properties Corporation merged with Equity Office Properties Trust in December 1997. Since 1998, Beacon Capital has raised ten private, closed-end, commingled investment funds. We have raised more than $19 billion of equity across these funds, co-investments and joint ventures. The direct owner of Beacon Capital is Beacon Capital Partners Owner, LLC. It provides a participation interest to senior executives of Beacon and is principally owned by senior executives of Beacon Capital and The Pine Trust, an estate planning vehicle of Alan M. Leventhal and his family, B. Types of Advisory Services Offered Beacon Capital has affiliated entities that serve as the general partner of Fund VI, Fund VII, Fund 8, and Fund 9 (the “Beacon Funds”). For more information on the

Beacon Funds see Item 7 below. The Beacon Funds invest in commercial real estate and related assets, with a focus on value-added investments in office properties and select life science properties in its target markets. The form of investment may include equity or debt interests. For investments that fall outside the investment parameters of the Beacon Funds, Beacon Capital has entered into other investment platforms and investment partnerships (“Beacon JVs”). The Beacon Funds and the Beacon JVs are collectively referred to as the “Beacon Platforms.” C. Tailoring Advisory Services to Individual Needs Beacon Capital tailors its advisory services to the individual needs of the Beacon Platforms in accordance with their investment objectives and restrictions in their limited partnership agreement or other constituent documents (for each Beacon Platform, collectively its “Platform Agreements”). D. Wrap Fee Program Beacon Capital does not participate in wrap fee programs. E. Assets Under Management As of December 31, 2023, Beacon Capital managed $1.9 billion on a discretionary basis, based on the definition of Regulatory Assets Under Management. As of December 31, 2023, the gross value of the real estate assets managed by Beacon Capital in the Beacon Platforms, including debt, co-investments and joint venture interests, and uncalled capital was $13 billion.

BEACON CAPITAL PARTNERS, LLC

Adviser Profile

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