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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM 100m 1b

BEACON ROCK PARTNERS

MCDONALD FRANCESCHI, LLC, CRD 136906

PORTLAND, OR

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:8082064f-5861-4fd7-d7cf-94b2c36bdcd6

Data as of Nov 19, 2018 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 3:50 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Jan 18, 2012 to Nov 19, 2018
13 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $199MItem 5.F on the latest filing (2018-11-19); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $189M
Private client RAUM: $197MderivedItem 5.D individuals plus high net worth individuals
Private client share: 99%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 3
Advisory employees: 2
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 681
Individual clients: 44
High net worth clients: 120
Custody, client assets: $109M
SEC number: 801-64742
CRD: 136906
Filings on the tape: 13
First filed: Jan 18, 2012
Latest filed: Nov 19, 2018
Organised: Limited Liability Company, Oregon

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
HICKS, BRIAN, W	Member	D	yes	01/2010	Jan 18, 2012	Nov 19, 2018
LOCHNER, ERIC, RUSSELL	MANAGING MEMBER/CHIEF COMPLIANCE OFFICER	D	yes	08/2002	Jan 18, 2012	Nov 19, 2018

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2017	Mar 30, 2018	$199M	$189M	3	2	0	n/a	n/a
2016	Mar 16, 2017	$184M	$176M	2	2	n/a	n/a	n/a
2015	Feb 8, 2016	$171M	$161M	3	2	n/a	n/a	n/a
2014	Jan 16, 2015	$166M	$156M	4	4	n/a	n/a	n/a
2013	Mar 11, 2014	$145M	$138M	3	3	n/a	n/a	n/a
2012	Feb 19, 2013	$116M	$111M	1	1	n/a	n/a	n/a
2011	Jan 18, 2012	$90.6M	$87.8M	n/a	n/a	n/a	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2017	$199M	$184M	8.3%	$166M	6.2%	3	2	0	n/a

Relationships

Controls (2)

← HICKS, BRIAN, WOwnerMEMBER, ownership code D, individual
Jan 18, 2012 to presentfactForm ADV
← LOCHNER, ERIC, RUSSELLOwnerMANAGING MEMBER/CHIEF COMPLIANCE OFFICER, ownership code D, individual
Jan 18, 2012 to presentfactForm ADV

Registered with (2)

← ERIC RUSSELL LOCHNERAdvisorregistration: previous registration
Feb 14, 2008 to Apr 1, 2019factForm ADV
← ANN ELIZABETH GARCIAAdvisorregistration: previous registration
Dec 12, 2013 to Jun 30, 2016factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:8082064f-5861-4fd7-d7cf-94b2c36bdcd6
First observed: Jan 18, 2012
Last observed: Nov 19, 2018 95 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

BEACON ROCK PARTNERS

MCDONALD FRANCESCHI, LLC, CRD 136906

PORTLAND, OR

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:8082064f-5861-4fd7-d7cf-94b2c36bdcd6

Data as of Nov 19, 2018 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 3:50 PM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

HICKS, BRIAN, W

Member

yes

01/2010

Jan 18, 2012

Nov 19, 2018

LOCHNER, ERIC, RUSSELL

MANAGING MEMBER/CHIEF COMPLIANCE OFFICER

yes

08/2002

Jan 18, 2012

Nov 19, 2018

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2017

Mar 30, 2018

$199M

$189M

n/a

2016

Mar 16, 2017

$184M

$176M

n/a

2015

Feb 8, 2016

$171M

$161M

n/a

2014

Jan 16, 2015

$166M

$156M

n/a

2013

Mar 11, 2014

$145M

$138M

n/a

2012

Feb 19, 2013

$116M

$111M

n/a

2011

Jan 18, 2012

$90.6M

$87.8M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2017

$199M

$184M

8.3%

$166M

6.2%

n/a