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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM 1b 10b

BEAUMONT FINANCIAL PARTNERS LLC

CRD 108345

NEEDHAM, MA

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:fdb088a5-f6f0-6638-9c05-e921e4fe2eeb

Data as of Sep 22, 2022 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 8:58 AM UTC and rebuilt at most every 15 minutes.

Relationships: 57
Dated events: 4
On other graphs: 0
Observed: Nov 28, 2011 to Sep 22, 2022
46 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: $3.0BItem 5.F on the latest filing (2022-09-22); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $2.2B
Private client RAUM: $2.3BderivedItem 5.D individuals plus high net worth individuals
Private client share: 75%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 24
Advisory employees: 14
Offices: 3Schedule D 1.F, beyond the principal office
Accounts: 3,616
Individual clients: 1,187
High net worth clients: 197
Custody, client assets: $506M
SEC number: 801-57100
CRD: 108345
Filings on the tape: 46
First filed: Nov 28, 2011
Latest filed: Sep 22, 2022
Organised: Limited Liability Company, Massachusetts

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
CAHILL, THOMAS, JOSEPH	CLASS A MEMBER	C	yes	10/1999	Nov 28, 2011	Sep 22, 2022
FIORE, LAWRENCE, ANTHONY	CLASS A MEMBER/TAX DIRECTOR	A	yes	07/2007	Nov 28, 2011	Sep 22, 2022
BURNES, JR., RICHARD, MELLIER	CLASS B MEMBER	B	no	10/1999	Nov 28, 2011	Sep 22, 2022
DUBUQUE, PHILIP, JULIEN	CLASS B MEMBER	B	no	07/2006	Nov 28, 2011	Sep 22, 2022
HENNESSEY, CHRISTOPHER, PRINCE	CLASS C MEMBER	Na	no	10/1999	Nov 28, 2011	Sep 22, 2022
HURLEY, EDWARD, FRANCIS	CHIEF FINANCIAL OFFICER	Na	no	08/2006	Nov 28, 2011	Sep 22, 2022
OATES, JAMES, MACLAY	CLASS B MEMBER	B	no	10/1999	Nov 28, 2011	Sep 22, 2022
SNYDER, MICHAEL, HARRIS	CHIEF COMPLIANCE OFFICER	Na	no	05/2014	May 30, 2014	Sep 22, 2022

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
WEST SAYVILLE	NY	United States	1	no
Irving	TX	United States	1	no
THE WOODLANDS	TX	United States	1	no

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
2021	Mar 25, 2022	$3.0B	$2.2B	24	14	3	n/a	n/a
2020	Mar 22, 2021	$2.4B	$1.8B	23	12	2	n/a	n/a
2019	Mar 24, 2020	$2.2B	$1.6B	24	13	2	n/a	n/a
2018	Mar 27, 2019	$1.8B	$1.4B	47	24	8	n/a	n/a
2017	Mar 28, 2018	$2.0B	$1.5B	49	24	9	n/a	n/a
2016	Mar 27, 2017	$1.5B	$1.1B	46	24	n/a	n/a	n/a
2015	Mar 29, 2016	$1.4B	$1.0B	48	23	n/a	n/a	n/a
2014	Feb 18, 2015	$2.9B	$2.4B	42	19	n/a	n/a	n/a
2013	Mar 13, 2014	$2.0B	$1.4B	36	16	n/a	n/a	n/a
2012	Mar 26, 2013	$1.8B	$1.3B	29	13	n/a	n/a	n/a
2011	Mar 9, 2012	$1.4B	$1.1B	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
2021	$3.0B	$2.4B	23.7%	$1.8B	18.3%	24	23	3	2

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
BEAUMONT FINANCIAL PARTNERS	11	Dec 8, 2022	Nov 29, 2022	NEEDHAM, MA	Firm absorbed	RIA to new firm	91.7%
ALGORITHMIC INVESTMENT MODELS	6	Dec 31, 2019	Feb 7, 2020	NEEDHAM, MA	Team lift out	Other	24.0%

Relationships

Owns (6)

← OATES, JAMES, MACLAYOwnerCLASS B MEMBER, ownership code B, individual
Nov 28, 2011 to presentfactForm ADV
← DUBUQUE, PHILIP, JULIENOwnerCLASS B MEMBER, ownership code B, individual
Nov 28, 2011 to presentfactForm ADV
← SNYDER, MICHAEL, HARRISOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
May 30, 2014 to presentfactForm ADV
← HENNESSEY, CHRISTOPHER, PRINCEOwnerCLASS C MEMBER, ownership code NA, individual
Nov 28, 2011 to presentfactForm ADV
← BURNES, JR., RICHARD, MELLIEROwnerCLASS B MEMBER, ownership code B, individual
Nov 28, 2011 to presentfactForm ADV
← HURLEY, EDWARD, FRANCISOwnerCHIEF FINANCIAL OFFICER, ownership code NA, individual
Nov 28, 2011 to presentfactForm ADV

Controls (2)

← CAHILL, THOMAS, JOSEPHOwnerCLASS A MEMBER, ownership code C, individual
Nov 28, 2011 to presentfactForm ADV
← FIORE, LAWRENCE, ANTHONYOwnerCLASS A MEMBER/TAX DIRECTOR, ownership code A, individual
Nov 28, 2011 to presentfactForm ADV

Registered with (44)

← ROBERT DAVID SCHNEIDERAdvisorregistration: previous registration
Apr 29, 2013 to Dec 9, 2022factForm ADV
← CHARLES MICHAEL GARABEDIANAdvisorregistration: previous registration
Apr 23, 2007 to Dec 9, 2022factForm ADV
← PETER MICHAEL GIRARDAdvisorregistration: previous registration
Nov 30, 2004 to Dec 9, 2022factForm ADV
← DANIEL BRAM JACOBAdvisorregistration: previous registration
Nov 22, 2005 to Dec 9, 2022factForm ADV
← DANIEL RICHARD GARRONAdvisorregistration: previous registration
Sep 27, 2022 to Dec 9, 2022factForm ADV
← JOHN FORBES BARBERAdvisorregistration: previous registration
Mar 10, 2011 to Dec 9, 2022factForm ADV
← Cheryl Anne FortierAdvisorregistration: previous registration
Apr 1, 2019 to Dec 9, 2022factForm ADV
← PHILIP JULIEN DUBUQUEAdvisorregistration: previous registration
Oct 1, 2010 to Dec 8, 2022factForm ADV
← BRIAN DONALD CORCORANAdvisorregistration: previous registration
May 21, 2018 to Dec 8, 2022factForm ADV
← THOMAS JOSEPH CAHILLAdvisorregistration: previous registration
Jan 1, 2001 to Dec 8, 2022factForm ADV
← ROBERT J DEPASCALEAdvisorregistration: previous registration
Jul 27, 2010 to Dec 8, 2022factForm ADV
← BRANDON GUY BEAUVAISAdvisorregistration: previous registration
Sep 24, 2010 to Dec 8, 2022factForm ADV
← ROBERT SEAN ALIMENAAdvisorregistration: previous registration
May 20, 2015 to Oct 7, 2022factForm ADV
← DANIEL ROBERT ZIBINSKASAdvisorregistration: previous registration
Oct 31, 2011 to Nov 17, 2020factForm ADV
← CHESTER CHAPPELLAdvisorregistration: previous registration
Oct 22, 2019 to Dec 31, 2019factForm ADV
← JAMES JOHN BULGERAdvisorregistration: previous registration
Dec 15, 2014 to Dec 31, 2019factForm ADV
← JOSHUA SPIELMAN GLAZERAdvisorregistration: previous registration
Oct 26, 2012 to Dec 31, 2019factForm ADV
← MARK DAVID NALBANDIANAdvisorregistration: previous registration
Feb 27, 2018 to Dec 31, 2019factForm ADV
← ZACHARY ALAN STOUTAdvisorregistration: previous registration
May 10, 2017 to Dec 31, 2019factForm ADV
← BRENDAN DENNIS RYANAdvisorregistration: previous registration
May 24, 2012 to Dec 31, 2019factForm ADV
← Ryan Joseph AllessioAdvisorregistration: previous registration
Nov 14, 2017 to Dec 31, 2019factForm ADV
← COURTNEY ARLENE DOYLEAdvisorregistration: previous registration
Apr 8, 2014 to Dec 31, 2019factForm ADV
← BRANDON M ANDERSONAdvisorregistration: previous registration
Apr 4, 2017 to Dec 31, 2019factForm ADV
← WILLIAM GEORGE WISEAdvisorregistration: previous registration
Jun 5, 2015 to Dec 31, 2019factForm ADV
← Christopher Michael IndrisanoAdvisorregistration: previous registration
Jul 30, 2018 to Dec 31, 2019factForm ADV
← DENIS JOHN REZENDESAdvisorregistration: previous registration
Mar 9, 2015 to Dec 31, 2019factForm ADV
← VIRGIL SHANE WIMBERLYAdvisorregistration: previous registration
Jan 22, 2018 to Jul 31, 2019factForm ADV
← DANIEL JOSEPH SEXTONAdvisorregistration: previous registration
Feb 20, 2018 to Jun 26, 2019factForm ADV
← ADAM RICHARD WOJTKOWSKIAdvisorregistration: previous registration
Feb 24, 2014 to Jun 26, 2019factForm ADV
← WES TAYLORAdvisorregistration: previous registration
Jan 26, 2015 to Jun 17, 2019factForm ADV
and 14 more

Moved with (2)

→ BEAUMONT FINANCIAL PARTNERSRegistered adviser11 advisors, firm absorbed
Dec 8, 2022 to Nov 29, 2022factForm ADV
→ ALGORITHMIC INVESTMENT MODELSRegistered adviser6 advisors, team lift out, same day
Dec 31, 2019 to Feb 7, 2020factForm ADV

Dated events

1 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Dec 8, 2022
Firm absorbed
Beaumont Financial Partners LLC's advisors moved to Beaumont Financial Partners (Needham, MA): 11 of 12 registered, a day apart
Form ADVobserved 4 days ago
11 advisors
Occurred
Oct 7, 2022
Advisor changed firm
Robert Sean Alimena left Beaumont Financial Partners Llc for Procyon (registered 2022-10-06)
Form ADVobserved 4 days ago
Occurred
Jan 7, 2020
Control person left
Meade David Haviland (President, Owner Of H&Co) no longer on Schedule A of Beaumont Financial Partners Llc (listed 2019-12-18, absent 2020-01-07)
Form ADVobserved 4 days ago

Show 1 bookkeeping events

Occurred
Jan 7, 2020
Beaumont Financial Partners Llc reported 14 state-registered advisory representatives, down from 34 (2019-12-18 to 2020-01-07)

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:fdb088a5-f6f0-6638-9c05-e921e4fe2eeb
First observed: Nov 28, 2011
Last observed: Sep 22, 2022 48 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.

BEAUMONT FINANCIAL PARTNERS LLC

CRD 108345

NEEDHAM, MA

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:fdb088a5-f6f0-6638-9c05-e921e4fe2eeb

Data as of Sep 22, 2022 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 8:58 AM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

CAHILL, THOMAS, JOSEPH

CLASS A MEMBER

yes

10/1999

Nov 28, 2011

Sep 22, 2022

FIORE, LAWRENCE, ANTHONY

CLASS A MEMBER/TAX DIRECTOR

yes

07/2007

Nov 28, 2011

Sep 22, 2022

BURNES, JR., RICHARD, MELLIER

CLASS B MEMBER

10/1999

Nov 28, 2011

Sep 22, 2022

DUBUQUE, PHILIP, JULIEN

CLASS B MEMBER

07/2006

Nov 28, 2011

Sep 22, 2022

HENNESSEY, CHRISTOPHER, PRINCE

CLASS C MEMBER

10/1999

Nov 28, 2011

Sep 22, 2022

HURLEY, EDWARD, FRANCIS

CHIEF FINANCIAL OFFICER

08/2006

Nov 28, 2011

Sep 22, 2022

OATES, JAMES, MACLAY

CLASS B MEMBER

10/1999

Nov 28, 2011

Sep 22, 2022

SNYDER, MICHAEL, HARRIS

CHIEF COMPLIANCE OFFICER

05/2014

May 30, 2014

Sep 22, 2022

City

State

Country

Employees

Also broker-dealer

WEST SAYVILLE

United States

Irving

United States

THE WOODLANDS

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2021

Mar 25, 2022

$3.0B

$2.2B

n/a

2020

Mar 22, 2021

$2.4B

$1.8B

n/a

2019

Mar 24, 2020

$2.2B

$1.6B

n/a

2018

Mar 27, 2019

$1.8B

$1.4B

n/a

2017

Mar 28, 2018

$2.0B

$1.5B

n/a

2016

Mar 27, 2017

$1.5B

$1.1B

n/a

2015

Mar 29, 2016

$1.4B

$1.0B

n/a

2014

Feb 18, 2015

$2.9B

$2.4B

n/a

2013

Mar 13, 2014

$2.0B

$1.4B

n/a

2012

Mar 26, 2013

$1.8B

$1.3B

n/a

2011

Mar 9, 2012

$1.4B

$1.1B

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2021

$3.0B

$2.4B

23.7%

$1.8B

18.3%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

BEAUMONT FINANCIAL PARTNERS

Dec 8, 2022

Nov 29, 2022

NEEDHAM, MA

Firm absorbed

RIA to new firm

91.7%

ALGORITHMIC INVESTMENT MODELS

Dec 31, 2019

Feb 7, 2020

NEEDHAM, MA

Team lift out

Other

24.0%