DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Former SEC-registered adviser

Beacon Trust

Former SEC-registered adviserMorristown, New JerseyCRD 156942SEC 801-72500IAPD
Legal name Acertus Capital Management, LLC
Latest filing Mar 22, 2017
First filing on the tape Mar 21, 2012 · 11 filings
RAUM
$473M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
6
6 advisory (5.B.1)
Offices
n/a
beyond the principal office
Private funds
2
$311M gross assets
History
11 filings and snapshots on the tape
RAUM$473M as of Mar 22, 2017
Mar 21, 2012$327M then
HNW client RAUM: no history
State-registered IARs (5.B.3)6 as of Mar 22, 2017
Mar 21, 20120 then
Employees (5.A)6 as of Mar 22, 2017
Apr 1, 201313 then
Private funds2 as of Mar 22, 2017
Mar 28, 20141 then
RAUM +1.7% over the last fiscal year-0.8% a year over threeIARs 3 to 6
Practice profile
derived from the filing of Mar 22, 2017; every figure names its basis
RAUM per advisor
$78.9MderivedRAUM over IAPD advisors; not a book size
Clients per advisor
unknownderivedindividual and HNW clients (5.D) over advisors
Average HNW client
unknownderivedHNW RAUM over HNW clients
Average account
$2.8MderivedRAUM over accounts (5.F.2.f)
Discretionary
100%derivedof RAUM
Institutional
0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor
1.0derivedItem 5.A over advisors
Advisors per office
6.0derived1 offices incl. principal (1.F.5)
RAUM growth, one year
+1.7%derivedbetween the last two annual amendments
Advisor growth, one year
+100%derivedItem 5.B.3 between annual amendments
Client growth, one year
unknownderived
Compensation
percentage of assetsreportedItem 5.E
Advisory activities
portfolio management for individuals, portfolio management for businesses and institutions, portfolio management for pooled vehicles, portfolio management for investment companiesreportedItem 5.G
Custody
yesreportedItem 9.A
Ownership
a bank, bancorp or trust company is a 50 percent or greater ownerderived
Advisor book size
not public; not estimatedreported
Also answered yes on Form ADV
  • buys or sells securities as principal to or from clients (8.A.2)
  • has discretionary authority over which securities are bought or sold (8.C.1)
  • receives research or other products from a broker-dealer, soft dollars (8.E)
  • has custody of client cash or bank accounts (9.A.1.a)
  • has custody of client securities (9.A.1.b)
  • a related person has custody of client cash (9.B.1.a)
  • a related person has custody of client securities (9.B.1.b)
Where the RAUM sits
Form ADV Item 5.D, latest filing
This filing has no Item 5.D breakdown (filings before 2017 reported ranges, not amounts).
Individual clients
n/areported
HNW clients
n/areported
Pension plan clients
n/areported
Charitable clients
n/areported
Accounts
171reported
Financial planning clients
0reported
Wrap fee programs
noreported
Custody of client assets
$0 for 0 clientsreported
Compensation
% of AUMreported
Class basis
absent from the latest SEC rosterderived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
Joined, latest
Every departureEvery arrival
Teams: two or more advisors moving together within fourteen days, from one state
Teams outTeams in
Private funds
2 reported on Schedule D 7.B.(1)
FundTypeGross assetsOwnersFirst reported
Planned Return Strategy Fund, LPOther Private Fund$242M89Apr 22, 2013
Accelerated Return Strategy Fund, LPOther Private Fund$69.1M24Mar 31, 2015
Owners and control persons
Schedule A and B, latest filing
  • George Leonard Gleason · General Counselcontrol
    since 04/2015 · owns less than 5%
  • Paul Kenneth Lenskold · Chief Compliance Officercontrol
    since 12/2015 · owns less than 5%
  • O Valerie Murray · Presidentcontrol
    since 02/2017 · owns less than 5%
Entity owners
  • Beacon Investment Advisory Services, Inc. · Owner
    direct · owns 75% or more
  • Beacon Trust Company · Owner
    indirect · owns 75% or more of Beacon Investment Advisory Services, Inc.
  • Provident Financial Services, Inc. · Owner
    indirect · owns 75% or more of The Provident Bank · public reporting company
  • The Provident Bank · Owner
    indirect · owns 75% or more of Beacon Trust Company
Related persons
Schedule D 7.A
  • Beacon Trust
    investment adviseryRAUM $4.4B
  • Beacon Trust Company
    y
  • The Provident Bank
    y
Advisers that list Beacon Trust as a related person
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
  • Accounts · 291 to 171
    Apr 27, 2016 to Mar 22, 2017
  • Advisory employees · 5 to 6
    Apr 27, 2016 to Mar 22, 2017
  • Employees · 5 to 6
    Apr 27, 2016 to Mar 22, 2017
  • Insurance-licensed employees · 4 to 6
    Apr 27, 2016 to Mar 22, 2017
  • State-registered IARs · 3 to 6
    Apr 27, 2016 to Mar 22, 2017
  • Discretionary RAUM · $466M to $473M
    Apr 27, 2016 to Mar 22, 2017
  • RAUM · $466M to $473M
    Apr 27, 2016 to Mar 22, 2017
  • Business name · ACERTUS CAPITAL MANAGEMENT, LLC to BEACON TRUST
    Mar 29, 2016 to Apr 27, 2016
  • Accounts · 203 to 291
    Jan 4, 2016 to Mar 29, 2016
  • Advisory employees · 4 to 5
    Jan 4, 2016 to Mar 29, 2016
  • Assets in custody · unset to 0.0
    Jan 4, 2016 to Mar 29, 2016
  • Custody of client assets · false to true
    Jan 4, 2016 to Mar 29, 2016
  • Employees · 10 to 5
    Jan 4, 2016 to Mar 29, 2016
  • Insurance-licensed employees · 5 to 4
    Jan 4, 2016 to Mar 29, 2016
  • State-registered IARs · 6 to 3
    Jan 4, 2016 to Mar 29, 2016
  • Discretionary RAUM · $519M to $466M
    Jan 4, 2016 to Mar 29, 2016
  • RAUM · $519M to $466M
    Jan 4, 2016 to Mar 29, 2016
  • Succession · true to false
    Apr 30, 2015 to Jan 4, 2016
  • Succession · false to true
    Mar 31, 2015 to Apr 30, 2015
  • Accounts · 370 to 203
    Mar 28, 2014 to Mar 31, 2015
  • Advisory employees · 6 to 4
    Mar 28, 2014 to Mar 31, 2015
  • Employees · 14 to 10
    Mar 28, 2014 to Mar 31, 2015
  • Insurance-licensed employees · 6 to 5
    Mar 28, 2014 to Mar 31, 2015
  • Private funds · 1 to 2
    Mar 28, 2014 to Mar 31, 2015
  • Discretionary RAUM · $486M to $519M
    Mar 28, 2014 to Mar 31, 2015
  • RAUM · $486M to $519M
    Mar 28, 2014 to Mar 31, 2015
  • Accounts · 360 to 370
    Apr 22, 2013 to Mar 28, 2014
  • Advisory employees · 3 to 6
    Apr 22, 2013 to Mar 28, 2014
  • Advisory activities · 2 to 4
    Apr 22, 2013 to Mar 28, 2014
  • Employees · 13 to 14
    Apr 22, 2013 to Mar 28, 2014
  • Insurance-licensed employees · 0 to 6
    Apr 22, 2013 to Mar 28, 2014
  • Financial planning clients · unset to 0
    Apr 22, 2013 to Mar 28, 2014
  • State-registered IARs · 0 to 6
    Apr 22, 2013 to Mar 28, 2014
  • Discretionary RAUM · $418M to $486M
    Apr 22, 2013 to Mar 28, 2014
  • RAUM · $418M to $486M
    Apr 22, 2013 to Mar 28, 2014
  • Private funds · unset to 1
    Apr 3, 2013 to Apr 22, 2013
  • Business name · RISK 3.0 ASSET MANAGEMENT, LLC to ACERTUS CAPITAL MANAGEMENT, LLC
    Apr 1, 2013 to Apr 3, 2013
  • Legal name · RISK 3.0 ASSET MANAGEMENT, LLC to ACERTUS CAPITAL MANAGEMENT, LLC
    Apr 1, 2013 to Apr 3, 2013
  • Advisory employees · unset to 3.0
    Mar 21, 2012 to Apr 1, 2013
  • Accounts · 224 to 360
    Mar 21, 2012 to Apr 1, 2013
Signals
1 dated events
  • Acertus Capital Management, Llc reported succeeding to the business of Another Adviser (Form ADV Item 4)
    Apr 30, 2015 · Succession (Item 4) · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
Provenance
Form ADV
SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
Advisors
IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
Class
Former SEC-registered adviserderiveda rule over Items 5.D and 7.A
RAUM per advisor
n/aderivedfirm RAUM over the IAPD count; not a book size
Loaded
Sep 14, 2026