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Investment Adviser Firm Summary

BEACON CAPITAL MANAGEMENT, INC. (CRD# 120641 / SEC# 801-61249)
Alternate Names: BEACON CAPITAL MANAGEMENT, INC. , ZERO COMMISSION PORTFOLIOS

The adviser's REGISTRATION status is listed below.


REGISTRATION STATUS


SEC / JURISDICTION REGISTRATION STATUS _ EFFECTIVE DATE
SEC Approved 06/13/2002
Florida Cancelled 06/06/2002
Indiana Terminated 02/25/2003
New York Terminated 01/14/2003
Ohio Terminated 01/01/2001

NOTICE FILINGS


Investment adviser firms registered with the SEC may be required to provide to state securities authorities a copy of their Form ADV and any accompanying amendments filed with the SEC. These filings are called "notice filings". Below are the states with which the firm you selected makes its notice filings. Also listed is the date the firm first became notice filed or registered in each state.


JURISDICTION EFFECTIVE DATE
Alabama 02/26/2009
Alaska 03/27/2017
Arizona 02/26/2009
Arkansas 03/28/2017
California 03/02/2007
Colorado 02/26/2009
Connecticut 02/26/2009
Delaware 12/10/2014
Florida 06/13/2002
Georgia 03/02/2007
Hawaii 12/10/2014
Idaho 12/18/2012
Illinois 03/12/2004
Indiana 03/16/2006
Iowa 03/02/2009
Kansas 12/10/2014
Kentucky 03/16/2006
Louisiana 02/26/2009
Maryland 02/26/2009
Massachusetts 03/02/2007
Michigan 01/13/2003
Minnesota 03/19/2007
Mississippi 12/10/2014
Missouri 12/10/2014
Montana 03/27/2017
Nebraska 02/26/2009
Nevada 12/10/2014
New Hampshire 12/18/2012
New Jersey 03/25/2009
New Mexico 12/10/2014
New York 01/13/2003
North Carolina 03/02/2007
Ohio 06/13/2002
Oklahoma 03/27/2017
Oregon 12/18/2012
Pennsylvania 03/16/2006
Rhode Island 03/27/2017
South Carolina 05/01/2013
Tennessee 03/02/2010
Texas 01/13/2003
Utah 02/26/2009
Virginia 03/16/2006
Washington 03/02/2010
Wisconsin 03/02/2010
Wyoming 03/27/2018

EXEMPT REPORTING ADVISERS


Exempt Reporting Advisers ("ERA") are investment advisers that are not required to register as investment advisers because they rely on certain exemptions from registration under sections 203(l) and 203(m) of the Investment Advisers Act of 1940 and related rules. Certain state securities regulatory authorities have similar exemptions based on state statutes or regulations. An ERA is required to file a report using Form ADV, but does not complete all items contained in Form ADV that a registered adviser must complete. Other state securities regulatory authorities require an ERA to register as an investment adviser and file a complete Form ADV. Below are the regulators with which an ERA report is filed.


Not Currently an Exempt Reporting Adviser