Currently Beech Hill Advisors is also a Broker-Dealer or is affiliated with one. Do not be afraid to ask how much they will earn from the product or what other non-proprietary options are available. 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. Beech Hill Advisors manages $270.0 million and provides investment advisory services for 264 clients (1:38 advisor/client ratio). Beech Hill Advisors, Inc., is not affiliated with Northern Lights Distributors, LLC. Beech Hill Advisors, Inc is a hedge fund based in New York, NY. Side-by-side management can create an incentive for the advisor to favor the larger funds, potentially leading to unequal trading costs and unfavorable trade executions for their retail clients. Beech Hill Advisors Inc. Info: Size ($ 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. Beech Hill Advisors, Inc is a business that has its headquarters in New York, New York. 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. Track the AUM, funds, and holdings for Beech Hill Advisors Inc over time. BHA is an independent SEC-registered investment advisor (RIA). Beech Hill Advisors offers financial advisor services in 10 states: California, Connecticut, Florida, Louisiana, Massachusetts, New Hampshire, New Jersey, New York, Texas, Vermont. The purchase prices were between $113.31 and $182.44, with an estimated average price of $160.44. 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. 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: 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. Learn more. 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. The impact to a portfolio due to this sale was -2.38%. BHP provides a full range of commercial real estate services for owners and users of all product types. Please read our November post-election update. Firms that receive a 4.5 or 5-star rating are considered Trusted by investor.com. Beech Hill Advisors has marked in their disclosures that they trade recommended securities. Beech Hill Advisors recommends securities that they may have recently taken public or otherwise have controlling interest over. The fund owned 6,150 shares of the company’s stock after purchasing an additional 3,225 shares during the period. PM at Beech Hill Advisors Greater New York City Area 133 connections. In total, Beech Hill Advisors manages $270,023,699 in assets. Beech Hill Advisors is a New York-based registered investment advisor founded by Paul Cantor and Joseph Weiss in 1987. This firm has 11 employees, of which 8 are employees in advisory roles. Beech Hill Advisors, Inc., located at 880 Third Avenue, 16th Floor, New York, NY 10022, serves as the investment adviser for the Fund. Beech Hill Advisors, registered in 1988, serves 10 state(s) with a licensed staff of 7 advisors. 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. investor.com relies on regulatory data from the SEC to rate and review financial advisor firms. After checking the regulatory records of Beech Hill Advisors, our system has identified the following question(s) to ask. In short, any financial professional should disclose all positions they hold (or have sold short) that they will also be recommending to you. Compare against similar firms. 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. Beech Hill Advisors manages $221.4 million in 552 accounts and also manages several funds, according to a March 2017 regulatory filing. 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). This could be detrimental to a client during down markets. Our philosophy is to deliver from high-level strategy discussions to street-level deliverables for … 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). It starts with dialogue that explores circumstances and interests, helping clients think about short- and long-term goals and the range of possibilities. Checks take place monthly. Beech Hill Advisors recommends proprietary investments and products that could generate larger commissions than other similar non-proprietary products. Beech Tree Hill Wealth Management is a Registered Representative with and Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor. 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. As a result, we do not support personal reviews on the site. Some firms receive these fees as payments, which creates an incentive to promote them. *SEC data last verified 12/04/2020. We manage equity, fixed income, and balanced-investment portfolios on a discretionary basis, driven by an obligation to provide security to our clients. Our success li 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) … The company's filing status is listed as Active and its File Number is 1136136. For data support, email "[email protected]". 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. Financial plans and investment portfolios are always unique to the client's personal financial situation. 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. Learn more. “Item 11 Disclosure Information” contains a list of valuable disclosures that are relevant for Americans. All of these conflicts can negatively impact clients via hidden fees and overall higher costs. We take great pride in providing client-acclaimed expertise grounded in honesty and integrity. 212-350-7250 As a financial advisory firm, Beech Hill Advisors can provide a variety of financial planning services for Americans. 12b-1 fees increase the total annual cost of owning a mutual fund with no guarantee of higher returns. 13F Filings The Security, Class, and ID columns in the table below are shown exactly as filed by the investor. 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. The Beech Hill Total Return Fund is distributed by Northern Lights Distributors, LLC, member FINRA / SIPC. All rights reserved. Beech Hill Advisors, Inc. is a New York Domestic Business Corporation filed on December 9, 1987. 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. The number of clients served by it is unknown. We take great pride in providing client-acclaimed expertise grounded in honesty and integrity. Beech Hill Advisors is a traditional, boutique investment advisory firm in New York City. Beech Hill Advisors is headquartered in New York, NY. Alturas Wealth Management, Kadence Advisors, Covered Bridge Advisors, Primetrust Advisors. Beech Hill Advisors is based out of New York. 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%. Beech Hill Advisors can accept commissions for its investment advisory services. One consistent result is a good rapport with clients — an essential element of success. Beech Hill Advisors, registered in 1988, is a Registered Investment Advisor (RIA) in 10 state(s) with a licensed staff of 7 advisors. It was founded in 04/1988. 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 The Registered Agent on file for this company is Hall Dickler Lawler Kent & and is located at Friedman, J. As a result, unlike hedge funds, there is no historical performance for any financial advisory firm. Beech Hill Advisors, Inc. Beech Hill Advisors constructs discretionary portfolios that focus on growth and capital preservation. They operate 1 private fund and have approximately $221.4 million in total assets under management (AUM). This typically occurs when firms manage mutual funds involve risk including the possible loss of.. 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