BEACON INVESTMENT ADVISORY SERVICES, INC.

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Beacon Investment Advisory Services is based out of Morristown. Beacon Investment Advisory Services is a large advisory firm with 2331 clients and discretionary assets under management (AUM) of $2,056,949,189 (Form ADV from 2018-11-01). Their last reported 13F filing for Q2 2020 included $1,755,728,000 in managed 13F securities and a top 10 holdings concentration of 33.21%. Beacon Investment Advisory Services's largest holding is PIMCO Enhanced Short Maturity ETF with shares held of 971,177. Beacon Investment Advisory Services has met the qualifications for inclusion in our WhaleScore system. Whalewisdom has at least 22 13F filings

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06/30/2020

13F Activity

  • Market Value $1.756 Billion
  • Prior Market Value $1.418 Billion
  • New Purchases21 stocks
  • Additional Purchases65 stocks
  • Sold out of10 stocks
  • Reduced holdings in130 stocks
  • Top 10 Holdings % 33.21 %
  • Turnover % [1]:12.70%
  • Turnover Alt % [2]: 8.78 %
  • Time Held Top20:5.55 quarters
  • Time Held Top10:3.90 quarters
  • Time Held All:9.16 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

06/30/2020

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2020-05-15

Performance for Q1 2020: 30.8%
Performance Last 4 Quarters: 5.11%
Performance Metrics
Stdev (5-yrs): Subscription required BETA (5-yrs): Subscription required ALPHA (3-yrs): Subscription required
Max Drawdown (all-years): Subscription required Annualized Perf (3-yrs): Subscription required Batting Avg vs S&P. (3-yrs): Subscription required
Sortino (3-yrs): Subscription required Stutzer (3-yrs): Subscription required Treynor (3-yrs): Subscription required
Sterling (3-yrs): Subscription required Calmar (3-yrs): Subscription required Information Ratio (3-yrs): Subscription required
Tracking Error (3 yrs): Subscription required Stdev Down (3-yrs): Subscription required Winning Months %: Subscription required
Losing Months %: Subscription required Best 12 Months: Subscription required Worst 12 Months: Subscription required
Efficiency Ratio (3-yrs): Subscription required Sharpe: Subscription required Stdev Sectors: Subscription required
Skewness (3-yrs): Subscription required Kurtosis (3-yrs): Subscription required Upside Potential (3-yrs): Subscription required

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*Shares are split adjusted

View Last Form Adv Compilation Report on Record

BEACON TRUST
163 MADISON AVENUE
MORRISTOWN NJ    07960
Country: United States

Business Phone: 973-377-8090
Fax:
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Corporation
Organized in: DE
Number of employees: 34
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Fixed fees
Amount of client funds and securities: 1,866,710,000
Total Number of Clients: 2331
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

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BEACON INVESTMENT ADVISORY SERVICES, INC.

ownership team - last updated 2020-06-24
Name Title Start Date Direct/Indirect % Ownership
GLEASON, LEONARD, GEORGE GENERAL COUNSEL 04/01/2015 Direct less than 5%
Fund Name Position direct/indirect start date end date
BEACON GLOBAL ASSET MANAGEMENT, INC. GENERAL COUNSEL direct 2011-08-01
ACERTUS CAPITAL MANAGEMENT, LLC GENERAL COUNSEL direct 2015-04-01
BEACON INVESTMENT ADVISORY SERVICES, INC. GENERAL COUNSEL direct 2015-04-01
BEACON TRUST COMPANY OWNER 04/01/2015 Direct 75% or more
Fund Name Position direct/indirect start date end date
ACERTUS CAPITAL MANAGEMENT, LLC OWNER indirect 2015-04-01
BEACON INVESTMENT ADVISORY SERVICES, INC. OWNER direct 2015-04-01
LENSKOLD, KENNETH, PAUL CHIEF COMPLIANCE OFFICER 12/01/2015 Direct less than 5%
Fund Name Position direct/indirect start date end date
ACERTUS CAPITAL MANAGEMENT, LLC CHIEF COMPLIANCE OFFICER direct 2015-12-01
BEACON INVESTMENT ADVISORY SERVICES, INC. CHIEF COMPLIANCE OFFICER direct 2015-12-01
MURRAY, VALERIE, O PRESIDENT 02/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
ACERTUS CAPITAL MANAGEMENT, LLC PRESIDENT direct 2017-02-01
BEACON INVESTMENT ADVISORY SERVICES, INC. PRESIDENT direct 2017-02-01
THE PROVIDENT BANK OWNER BEACON TRUST COMPANY 08/01/2011 Indirect 75% or more
Fund Name Position direct/indirect start date end date
BEACON GLOBAL ASSET MANAGEMENT, INC. SHAREHOLDER direct 2011-08-01
ACERTUS CAPITAL MANAGEMENT, LLC OWNER indirect 2011-08-01
BEACON INVESTMENT ADVISORY SERVICES, INC. OWNER indirect 2011-08-01
PROVIDENT FINANCIAL SERVICES, INC. OWNER THE PROVIDENT BANK 04/01/2015 Indirect 75% or more
Fund Name Position direct/indirect start date end date
BEACON GLOBAL ASSET MANAGEMENT, INC. SHAREHOLDER indirect 2003-01-01
ACERTUS CAPITAL MANAGEMENT, LLC OWNER indirect 2003-01-01
BEACON INVESTMENT ADVISORY SERVICES, INC. OWNER indirect 2015-04-01

BEACON INVESTMENT ADVISORY SERVICES, INC.

ownership team - last updated 2020-03-24
Name Title Start Date Direct/Indirect % Ownership

BEACON INVESTMENT ADVISORY SERVICES, INC.

ownership team - last updated 2019-05-14
Name Title Start Date Direct/Indirect % Ownership
GLEASON, LEONARD, GEORGE GENERAL COUNSEL 04/01/2015 Direct less than 5%
Fund Name Position direct/indirect start date end date
BEACON GLOBAL ASSET MANAGEMENT, INC. GENERAL COUNSEL direct 2011-08-01
ACERTUS CAPITAL MANAGEMENT, LLC GENERAL COUNSEL direct 2015-04-01
BEACON INVESTMENT ADVISORY SERVICES, INC. GENERAL COUNSEL direct 2015-04-01
BEACON TRUST COMPANY OWNER 04/01/2015 Direct 75% or more
Fund Name Position direct/indirect start date end date
ACERTUS CAPITAL MANAGEMENT, LLC OWNER indirect 2015-04-01
BEACON INVESTMENT ADVISORY SERVICES, INC. OWNER direct 2015-04-01
LENSKOLD, KENNETH, PAUL CHIEF COMPLIANCE OFFICER 12/01/2015 Direct less than 5%
Fund Name Position direct/indirect start date end date
ACERTUS CAPITAL MANAGEMENT, LLC CHIEF COMPLIANCE OFFICER direct 2015-12-01
BEACON INVESTMENT ADVISORY SERVICES, INC. CHIEF COMPLIANCE OFFICER direct 2015-12-01
MURRAY, VALERIE, O PRESIDENT 02/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
ACERTUS CAPITAL MANAGEMENT, LLC PRESIDENT direct 2017-02-01
BEACON INVESTMENT ADVISORY SERVICES, INC. PRESIDENT direct 2017-02-01
THE PROVIDENT BANK OWNER BEACON TRUST COMPANY 08/01/2011 Indirect 75% or more
Fund Name Position direct/indirect start date end date
BEACON GLOBAL ASSET MANAGEMENT, INC. SHAREHOLDER direct 2011-08-01
ACERTUS CAPITAL MANAGEMENT, LLC OWNER indirect 2011-08-01
BEACON INVESTMENT ADVISORY SERVICES, INC. OWNER indirect 2011-08-01
PROVIDENT FINANCIAL SERVICES, INC. OWNER THE PROVIDENT BANK 04/01/2015 Indirect 75% or more
Fund Name Position direct/indirect start date end date
BEACON GLOBAL ASSET MANAGEMENT, INC. SHAREHOLDER indirect 2003-01-01
ACERTUS CAPITAL MANAGEMENT, LLC OWNER indirect 2003-01-01
BEACON INVESTMENT ADVISORY SERVICES, INC. OWNER indirect 2015-04-01

BEACON INVESTMENT ADVISORY SERVICES, INC.

ownership team - last updated 2019-03-31
Name Title Start Date Direct/Indirect % Ownership
GLEASON, LEONARD, GEORGE GENERAL COUNSEL 04/01/2015 Direct less than 5%
Fund Name Position direct/indirect start date end date
BEACON GLOBAL ASSET MANAGEMENT, INC. GENERAL COUNSEL direct 2011-08-01
ACERTUS CAPITAL MANAGEMENT, LLC GENERAL COUNSEL direct 2015-04-01
BEACON INVESTMENT ADVISORY SERVICES, INC. GENERAL COUNSEL direct 2015-04-01
BEACON TRUST COMPANY OWNER 04/01/2015 Direct 75% or more
Fund Name Position direct/indirect start date end date
ACERTUS CAPITAL MANAGEMENT, LLC OWNER indirect 2015-04-01
BEACON INVESTMENT ADVISORY SERVICES, INC. OWNER direct 2015-04-01
LENSKOLD, KENNETH, PAUL CHIEF COMPLIANCE OFFICER 12/01/2015 Direct less than 5%
Fund Name Position direct/indirect start date end date
ACERTUS CAPITAL MANAGEMENT, LLC CHIEF COMPLIANCE OFFICER direct 2015-12-01
BEACON INVESTMENT ADVISORY SERVICES, INC. CHIEF COMPLIANCE OFFICER direct 2015-12-01
MURRAY, VALERIE, O PRESIDENT 02/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
ACERTUS CAPITAL MANAGEMENT, LLC PRESIDENT direct 2017-02-01
BEACON INVESTMENT ADVISORY SERVICES, INC. PRESIDENT direct 2017-02-01
THE PROVIDENT BANK OWNER BEACON TRUST COMPANY 08/01/2011 Indirect 75% or more
Fund Name Position direct/indirect start date end date
BEACON GLOBAL ASSET MANAGEMENT, INC. SHAREHOLDER direct 2011-08-01
ACERTUS CAPITAL MANAGEMENT, LLC OWNER indirect 2011-08-01
BEACON INVESTMENT ADVISORY SERVICES, INC. OWNER indirect 2011-08-01
PROVIDENT FINANCIAL SERVICES, INC. OWNER THE PROVIDENT BANK 04/01/2015 Indirect 75% or more
Fund Name Position direct/indirect start date end date
BEACON GLOBAL ASSET MANAGEMENT, INC. SHAREHOLDER indirect 2003-01-01
ACERTUS CAPITAL MANAGEMENT, LLC OWNER indirect 2003-01-01
BEACON INVESTMENT ADVISORY SERVICES, INC. OWNER indirect 2015-04-01

BEACON INVESTMENT ADVISORY SERVICES, INC.

ownership team - last updated 2018-11-16
Name Title Start Date Direct/Indirect % Ownership
GLEASON, LEONARD, GEORGE GENERAL COUNSEL 04/01/2015 Direct less than 5%
Fund Name Position direct/indirect start date end date
BEACON GLOBAL ASSET MANAGEMENT, INC. GENERAL COUNSEL direct 2011-08-01
ACERTUS CAPITAL MANAGEMENT, LLC GENERAL COUNSEL direct 2015-04-01
BEACON INVESTMENT ADVISORY SERVICES, INC. GENERAL COUNSEL direct 2015-04-01
BEACON TRUST COMPANY OWNER 04/01/2015 Direct 75% or more
Fund Name Position direct/indirect start date end date
ACERTUS CAPITAL MANAGEMENT, LLC OWNER indirect 2015-04-01
BEACON INVESTMENT ADVISORY SERVICES, INC. OWNER direct 2015-04-01
LENSKOLD, KENNETH, PAUL CHIEF COMPLIANCE OFFICER 12/01/2015 Direct less than 5%
Fund Name Position direct/indirect start date end date
ACERTUS CAPITAL MANAGEMENT, LLC CHIEF COMPLIANCE OFFICER direct 2015-12-01
BEACON INVESTMENT ADVISORY SERVICES, INC. CHIEF COMPLIANCE OFFICER direct 2015-12-01
MURRAY, VALERIE, O PRESIDENT 02/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
ACERTUS CAPITAL MANAGEMENT, LLC PRESIDENT direct 2017-02-01
BEACON INVESTMENT ADVISORY SERVICES, INC. PRESIDENT direct 2017-02-01
THE PROVIDENT BANK OWNER BEACON TRUST COMPANY 08/01/2011 Indirect 75% or more
Fund Name Position direct/indirect start date end date
BEACON GLOBAL ASSET MANAGEMENT, INC. SHAREHOLDER direct 2011-08-01
ACERTUS CAPITAL MANAGEMENT, LLC OWNER indirect 2011-08-01
BEACON INVESTMENT ADVISORY SERVICES, INC. OWNER indirect 2011-08-01
PROVIDENT FINANCIAL SERVICES, INC. OWNER THE PROVIDENT BANK 04/01/2015 Indirect 75% or more
Fund Name Position direct/indirect start date end date
BEACON GLOBAL ASSET MANAGEMENT, INC. SHAREHOLDER indirect 2003-01-01
ACERTUS CAPITAL MANAGEMENT, LLC OWNER indirect 2003-01-01
BEACON INVESTMENT ADVISORY SERVICES, INC. OWNER indirect 2015-04-01

BEACON INVESTMENT ADVISORY SERVICES, INC.

ownership team - last updated 2017-03-09
Name Title Start Date Direct/Indirect % Ownership
GLEASON, LEONARD, GEORGE GENERAL COUNSEL 04/01/2015 Direct less than 5%
Fund Name Position direct/indirect start date end date
BEACON GLOBAL ASSET MANAGEMENT, INC. GENERAL COUNSEL direct 2011-08-01
ACERTUS CAPITAL MANAGEMENT, LLC GENERAL COUNSEL direct 2015-04-01
BEACON INVESTMENT ADVISORY SERVICES, INC. GENERAL COUNSEL direct 2015-04-01
BEACON TRUST COMPANY OWNER 04/01/2015 Direct 75% or more
Fund Name Position direct/indirect start date end date
ACERTUS CAPITAL MANAGEMENT, LLC OWNER indirect 2015-04-01
BEACON INVESTMENT ADVISORY SERVICES, INC. OWNER direct 2015-04-01
LENSKOLD, KENNETH, PAUL CHIEF COMPLIANCE OFFICER 12/01/2015 Direct less than 5%
Fund Name Position direct/indirect start date end date
ACERTUS CAPITAL MANAGEMENT, LLC CHIEF COMPLIANCE OFFICER direct 2015-12-01
BEACON INVESTMENT ADVISORY SERVICES, INC. CHIEF COMPLIANCE OFFICER direct 2015-12-01
MURRAY, VALERIE, O PRESIDENT 02/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
ACERTUS CAPITAL MANAGEMENT, LLC PRESIDENT direct 2017-02-01
BEACON INVESTMENT ADVISORY SERVICES, INC. PRESIDENT direct 2017-02-01
THE PROVIDENT BANK OWNER BEACON TRUST COMPANY 08/01/2011 Indirect 75% or more
Fund Name Position direct/indirect start date end date
BEACON GLOBAL ASSET MANAGEMENT, INC. SHAREHOLDER direct 2011-08-01
ACERTUS CAPITAL MANAGEMENT, LLC OWNER indirect 2011-08-01
BEACON INVESTMENT ADVISORY SERVICES, INC. OWNER indirect 2011-08-01
PROVIDENT FINANCIAL SERVICES, INC. OWNER THE PROVIDENT BANK 04/01/2015 Indirect 75% or more
Fund Name Position direct/indirect start date end date
BEACON GLOBAL ASSET MANAGEMENT, INC. SHAREHOLDER indirect 2003-01-01
ACERTUS CAPITAL MANAGEMENT, LLC OWNER indirect 2003-01-01
BEACON INVESTMENT ADVISORY SERVICES, INC. OWNER indirect 2015-04-01

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