Peter Michael Sousa

Employer firm

Beacon Pointe Advisors, LLC CRD 119290

$54.9B regulatory AUM 265 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2012 → 12/2025
  Im Global Partner Fund Management, Llc
  Walnut Creek, CA
• 02/2026 → Present
  Beacon Pointe Advisors, Llc
  Larkspur, CA

Previous Registrations

• 2010-12-21 → 2011-12-13
  Blackrock Fund Advisors
  San Francisco, CA
• 2008-09-23 → 2010-12-22
  Credit Suisse Securities (Usa) Llc
  San Francisco, CA
• 2008-02-14 → 2008-10-07
  Lehman Brothers Inc.
  San Francisco, CA
  San Francisco, CA
  New York, NY

Exams

• S63 Uniform Securities Agent State Law Examination
  2016-08-04
• S66 Uniform Combined State Law Examination
  2001-02-07

Designations

• Certified Financial Planner