Investment adviser · CRD 291957
BEANSTOX
Investment adviser filing (IA)
BEANSTOX INC.
MONTREAL, QUEBEC, Canada · Form ADV filed Aug 6, 2026
- Regulatory AUM
- $14.9M Form ADV · Item 5.F
- Client accounts
- 20,295 Accounts, not individual clients
- Employees
- 7 Reported in this filing
- Advisory professionals
- 3 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Individuals | 10,048 | $14,884,663 | 100.0% |
Filing source
Form ADV 2124484 · Aug 6, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Aug 6, 2026. View historical filings
Reported services
Individual portfolio management
Compensation
Subscription · Fixed
Principal office
1010 SHERBROOKE STREET WEST, SUITE 2105MONTREAL, QUEBEC, H3A2R7, Canada
CRD 291957
Filing source
Form ADV 2124484 · Aug 6, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.