Beech Hill Advisors, Inc is a business that has its headquarters in New York, New York. 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. 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%. Track the AUM, funds, and holdings for Beech Hill Advisors Inc over time. The stock is now traded at around $182.71. 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: 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. 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 Tree Hill Wealth Management is a Registered Representative with and Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor. 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. BHA is an independent SEC-registered investment advisor (RIA). The company has offices in three locations and a total of 10 people on staff. Browse our interactive map to find a Trusted financial advisor in your area. In total, Beech Hill Advisors manages $270,023,699 in assets. investor.com relies on regulatory data from the SEC to rate and review financial advisor firms. The manager's has disclosed holdings from 12/31/05 to 06/30/20. It is a NY Corporation. Beech Hill Advisors has marked in their disclosures that they trade recommended securities. 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. Top 10 Stocks Held By Beech Hill Advisors Inc. By Holdings Channel Staff, updated Sunday, December 13, 11:41 PM The fund owned 6,150 shares of the company’s stock after purchasing an additional 3,225 shares during the period. The Beech Hill Total Return Fund is distributed by Northern Lights Distributors, LLC, member FINRA / SIPC. While Beech Hill Advisors advises clients across a variety of portfolio sizes, the average client balance is currently $1,022,817. The institutional investor purchased 656 shares of the healthcare conglomerate’s stock, valued at approximately $205,000. BHP provides a full range of commercial real estate services for owners and users of all product types. The impact to a portfolio due to this purchase was 1.69%. Checks take place monthly. 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 a New York Domestic Business Corporation filed on December 9, 1987. Mutual Funds involve risk including the possible loss of principal. 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 manages $270.0 million and provides investment advisory services for 264 clients (1:38 advisor/client ratio). View the latest funds and 13F holdings. 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. Report this profile; Experience. We add value to the advisory relationship through a truly client-centered approach. Our system found no other conflict questions to ask. 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. 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. We manage equity, fixed income, and balanced-investment portfolios on a discretionary basis, driven by an obligation to provide security to our clients. “Item 11 Disclosure Information” contains a list of valuable disclosures that are relevant for Americans. For the most up-to-date information, please view the applicable SEC and FINRA reports above. This could be detrimental to a client during down markets. After checking the regulatory records of Beech Hill Advisors, our system has identified the following question(s) to ask. Beech Hill Advisors, registered in 1988, is a Registered Investment Advisor (RIA) in 10 state(s) with a licensed staff of 7 advisors. Beech Hill Advisors recommends securities that they may have recently taken public or otherwise have controlling interest over. In short, any financial professional should disclose all positions they hold (or have sold short) that they will also be recommending to you. All requests for updated information should also be reported directly to the SEC and/or FINRA. 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. Beech Hill Advisors, Inc. initiated holding in Laboratory Corp of America Holdings. phone The stock is now traded at around $22.66. It starts with dialogue that explores circumstances and interests, helping clients think about short- and long-term goals and the range of possibilities. Published on July 22, 2019. Beech Hill Advisors is based out of New York. As a financial advisory firm, Beech Hill Advisors can provide a variety of financial planning services for Americans. We take great pride in providing client-acclaimed expertise grounded in honesty and integrity. 13F Filings The Security, Class, and ID columns in the table below are shown exactly as filed by the investor. 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). 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. 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. 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. … As of December 31, 2015, it had approximately $210,588,779 in assets under management. An important aspect of the Trust Algorithm is processing the SEC Form ADV Part 1 filing of each 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. 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. One consistent result is a good rapport with clients — an essential element of success. As a result, we do not support personal reviews on the site. To file a complaint or dispute with this firm, please fill out the SEC Investor Complaint Form. All of these conflicts can negatively impact clients via hidden fees and overall higher costs. Beech Hill Advisors. Any data inaccuracies, please contact our team. Beech Hill Advisors, Inc., located at 880 Third Avenue, 16th Floor, New York, NY 10022, serves as the investment adviser for the Fund. 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. computer Beech Hill Advisors Inc is a hedge fund company based in New York, NY. Beech Hill Advisors is headquartered in New York, NY. Member FINRA & SIPC . Beech Hill Advisors, registered in 1988, serves 10 state(s) with a licensed staff of 7 advisors. Evan David Slater is a financial advisor with Beech Hill Advisors, Inc. The sale prices were between $18.08 and $35.64, with an estimated average price of $30.21. 12b-1 fees increase the total annual cost of owning a mutual fund with no guarantee of higher returns. Currently Beech Hill Advisors is also a Broker-Dealer or is affiliated with one. Beech Hill Advisors can accept commissions for its investment advisory services. Catchphrases, including "fee-only," can be helpful; however, Americans often get confused with competitors promoting "fee-based" in response. Beech Hill Advisors is a traditional, boutique investment advisory firm in New York City. The fund's latest filing disclosed 197MM in positions, representing 75% of the manager's regulatory AUM. Trusted advisory firms must meet our strict regulatory requirements. Beech Hill Advisors, Inc. Beech Hill Advisors constructs discretionary portfolios that focus on growth and capital preservation. 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) … PM Beech Hill Advisors. PM at Beech Hill Advisors Greater New York City Area 133 connections. Join to Connect. After checking the disciplinary records of Beech Hill Advisors, our system found no disciplinary questions to ask. This could also limit the number and diversity of investment options available to you and may impact their transferability. 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). Learn more. Checks take place monthly. Alturas Wealth Management, Kadence Advisors, Covered Bridge Advisors, Primetrust Advisors. Our philosophy is to deliver from high-level strategy discussions to street-level deliverables for … The number of clients served by it is unknown. 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). Print Report. Beech Hill Advisors recommends proprietary investments and products that could generate larger commissions than other similar non-proprietary products. 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. Financial plans and investment portfolios are always unique to the client's personal financial situation. The firm's fees may include asset-based, commission-based and performance-based fees. Learn more. Beech Hill Advisors manages $221.4 million in 552 accounts and also manages several funds, according to a March 2017 regulatory filing. print Sub Funds and Performance Beech Hill Advisors offers financial advisor services in 10 states: California, Connecticut, Florida, Louisiana, Massachusetts, New Hampshire, New Jersey, New York, Texas, Vermont. 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. The SEC, nor FINRA, tracks portfolio performance metrics for the financial planning industry. The Registered Agent on file for this company is Hall Dickler Lawler Kent & and is located at Friedman, J. 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 $270.0 million and provides investment advisory services for 264 clients (1:38 advisor/client ratio). 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 … *SEC data last verified 12/04/2020. Visit Site 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. 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). © 2020 Reink Media Group LLC. 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. They hold $221 million in assets under management as of March 2, 2017. The company's filing status is listed as Active and its File Number is 1136136. Read their Plain English Brochure. This firm has 11 employees, of which 8 are employees in advisory roles. Compare against similar firms. They operate 1 private fund and have approximately $221.4 million in total assets under management (AUM). For data support, email "support@investor.com". While this often can be seen as "eating your own cooking," there are several inherent conflicts that can arise. Beech Hill […] Beech Hill Advisors, Inc. reduced to a holding in Bank of America Corp by 91%. Please read our November post-election update. This typically occurs when firms manage mutual funds or hedge funds alongside smaller retail accounts. Beech Hill Advisors, Inc. had filed a previous 13F-HR on July 17, 2020 disclosing 16,200 shares of at a value of $298,000 USD. Some firms receive these fees as payments, which creates an incentive to promote them. Beech Hill Advisors 2017 Q4 filed Jan. 23, 2018 Beech Hill Advisors 2017 Q3 filed Oct. 20, 2017 Beech Hill Advisors 2017 Q2 filed July 18, 2017 Beech Hill Advisors 2017 Q1 filed April 19, 2017 Beech Hill Advisors 2016 Q4 filed Jan. 26, 2017 View all past filings As identified in SEC Form ADV Part 1, Item 11 “Disclosure Information”, the Trust Algorithm identified the following disciplinary disclosures for Beech Hill Advisors: Unfortunately, there is no single, uniform pricing standard for working with a financial advisor. Beech Hill Advisors is a New York-based registered investment advisor founded by Paul Cantor and Joseph Weiss in 1987. When performance-based fees are charged, the financial advisor is paid for outperforming a benchmark, typically an index. Beech Hill Advisors, Inc. (BHA) is an independent, registered investment advisor dedicated to providing the highest caliber investment counsel and management services to individuals, businesses, foundations, endowments, trusts and retirement plans, as well as working with the accounting, advisory and legal representatives of its clients. Beech Hill Advisors Inc. Info: Size ($ 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. Our success li The adviser was formed in 1987 and serves individuals and institutions. 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. All rights reserved. Beech Hill Garage was established in 1979 by Ted and Sally de la Rivière. It was founded in 04/1988. Beech Hill Advisors, Inc., is not affiliated with Northern Lights Distributors, LLC. 212-350-7250 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. Is the firm’s purpose to provide you financial planning and ongoing advice or to sell commission-based products to its clients? 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. Do not be afraid to ask how much they will earn from the product or what other non-proprietary options are available. As a result, unlike hedge funds, there is no historical performance for any financial advisory firm. © Beech Hill Advisors, Inc..  |  Privacy Statement  |  Terms of Use  |  Form CRS  |  Contact Us. Views: 60 (trailing six months). We take great pride in providing client-acclaimed expertise grounded in honesty and integrity. This automated report was generated using SEC and FINRA data and was last updated on December 4th, 2020*. For example, front running is when a financial professional buys or sell securities ahead of their client. Beech Hill Advisors Inc is legally known as BEECH HILL ADVISORS, INC. The impact to a portfolio due to this sale was -2.38%. 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