Investment adviser · CRD 154894
CREAND MANAGEMENT
Investment adviser filing (IA)
BETA CAPITAL MANAGEMENT LLC
MIAMI, FL, United States · Form ADV filed Sep 24, 2026
- Regulatory AUM
- $507M Form ADV · Item 5.F
- Client accounts
- 134 Accounts, not individual clients
- Employees
- 16 Reported in this filing
- Advisory professionals
- 14 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 |
|---|---|---|---|
| High-net-worth individuals | 88 | $294,395,802 | 58.1% |
| Other clients | 44 | $129,500,986 | 25.6% |
| Pooled investment vehicles | 1 | $48,725,208 | 9.6% |
| Charities | Fewer than 5 | $33,998,321 | 6.7% |
Filing source
Form ADV 2134311 · Sep 24, 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: Sep 24, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pooled investment vehicle management · Business portfolio management
Compensation
Percentage of assets · Hourly · Fixed · Performance-based
Principal office
777 BRICKELL AVENUE, SUITE 1201MIAMI, FL, 33131, United States
CRD 154894
Filing source
Form ADV 2134311 · Sep 24, 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.