Beaumont Financial Partners is a wealth manager based in Needham, United States, founded in 1981. Verified contact details, AUM data, and investment preferences on FindLPs.
A multi-generational wealth advisor, Beaumont utilizes a personalized, tailored investment strategy to help each client achieve their unique long-term financial goals. Beaumont Financial Partners' investment portfolio is valued at $2.96 billion as of June 13, 2024, with investments in private equity, real estate, and hedge funds. Its discretionary assets are valued at $2.15 billion. Investments in private equity include buyouts, diversified private equity, private debt, private growth equity, and venture capital fund strategies diversified across the Globe. The firm's investments are governed by the executive management team, with Mr. Philip Dubuque serving as Chief Investment Officer and Chairman of the Investment Committee.
Investment types: Buyout, Credit Special Situations, Debt - General, Private Equity, Growth/Expansion, Hedge Fund, Real Estate - General, Venture Capital, Venture Capital - Later Stage, Venture Debt
Sectors & themes: Charitable Investments, Debt Management, Education, Impact Investing, Retirement Planning, Wealth & Estate Planning, Legal & Tax Services, Investment Management Education, Finance, Financial Services, High-Level Sectors, Non-Profit, Values-Based Investing
Preferred geographies: United States
Location: 250 First Avenue\nSuite 101\nNeedham, MA\n2494\nUnited States
FindLPs holds verified direct email addresses and phone numbers for decision-makers at Beaumont Financial Partners. Contact details are masked on the free plan — start a plan to unlock full access and CSV export.
Unlock Contact DetailsSearch 25,850 limited partners with verified contact details.
LP firm data compiled from public regulatory filings (SEC Form ADV, FCA, AIFMD disclosures), company websites and press releases, LinkedIn public profiles, and verified outbound email testing. AUM figures reflect self-reported values from filings and may lag by 1–2 fiscal quarters; bands are normalized in USD. We do not publish personal residential information; firms or individuals may request removal at /contact. Methodology & sources · Updated July 2026.