Beacon Hill Investment Advisory Overview

  • Year Founded
  • 2008

Year Founded

  • Status
  • Private

  • Latest Deal Type
  • PE Growth

  • Financing Rounds
  • 1

  • Investments
  • 2

Beacon Hill Investment Advisory General Information


Operator of a boutique investment management firm. The company offers retirement planning, financial and investment management schemes through its fiduciary services, cost reduction, superior fund line-up as well as open architecture and increased employee education enabling clients to fill insurance gaps, finances needs, reduce taxes, and streamline their business.

Contact Information

Ownership Status
Privately Held (backing)
Financing Status
Formerly PE-Backed
Primary Industry
Asset Management
Other Industries
Other Financial Services
Primary Office
  • 5500 Frantz Road
  • Suite 153
  • Dublin, OH 43017
  • United States
+1 (614) 000-0000

Want detailed data on 3M+ companies?

What you see here scratches the surface

Request a free trial

Want to dig into this profile?

We’ll help you find what you need

Learn more

Beacon Hill Investment Advisory Valuation & Funding

Deal Type Date Amount Valuation/
Post-Val Status Debt

This information is available in the PitchBook Platform. To explore Beacon Hill Investment Advisory‘s full profile, request access.

Request a free trial

Beacon Hill Investment Advisory Executive Team (3)

Name Title Board Seat Contact Info
Mark Fissel Partner & Co-Founder
Clint Edgington Partner
William Shorthill Advisor
To view Beacon Hill Investment Advisory’s complete executive team members history, request access »

Beacon Hill Investment Advisory Investments & Acquisitions (2)

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
0000000 00000 18-Jan-2017 00000 0000 Industrial Chemicals
W.B. Shorthill & Associates 20-Jun-2012 Merger/Acquisition Consulting Services (B2B) 0000 0000
To view Beacon Hill Investment Advisory’s complete investments and acquisitions history, request access »