Beacon Pointe to Acquire Joslin Capital


June 18, 2024

On May 31, 2024, Beacon Pointe Advisors announced an acquisition of Joslin Capital Advisors.

Beacon Pointe Advisors (“Beacon Pointe”) announced on May 31, 2024, that it acquired Joslin Capital Advisors (“Joslin Capital”). Mike Joslin, Joslin Capital’s founder, two advisors and three client service and operations staffers will join Beacon Pointe. Further terms of the transaction were not disclosed.

Beacon Pointe, based in Newport Beach, California, is a registered investment advisor backed by private equity firm KKR. As of June 2024, Beacon Pointe had $35.6 billion in assets under management and administration.

Joslin Capital, based in Redmond, Washington, is a registered investment advisor serving physicians, physician group retirement plans and non-profit medical associations in addition to families, retirees, and business owners. As of June 2024, Joslin Capital had $775 million in assets under management.

To read the press release: please click here.

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