Parthiv Sangani is a registered investment advisor at Beacon Park Capital, LLC, based in Los Altos, CA, with 6 years of industry experience. Parthiv operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 23 clients with $65M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Beacon Park Capital manages investments using two strategies:
- Long Term Growth Strategy: Clients can choose between two fee structures: 1. 5% per year of the portfolio's value, plus a performance-based fee of 25% of profits exceeding the S&P 500's annual return, OR 2. 1% per year of the portfolio's value, plus a performance-based fee of 20% of profits exceeding an 8% annual return.
- Tailored Strategy: Fees are negotiated with each client and generally do not exceed 1.5% of the portfolio's value per year. Fees are based on the size and scope of the engagement, level of service, complexity, client needs, and anticipated assets to be managed.
Location
Los Altos, CA
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Beacon Park Capital, LLC
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.