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CREAND MANAGEMENT
BETA CAPITAL MANAGEMENT LLC
CRD 154894 · SEC 801-106772
777 BRICKELL AVENUE, SUITE 1201, MIAMI, FL, 33131, United States
Phone
305-358-8844
Fax
305-358-8864
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$506.6M
Discretionary AUM
$465.4M
Team
16 total employees; 14 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees; Performance-based fees; 12B-1 FEES
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)GENERAL ECONOMIC ADVICE
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 88 | $294.4M |
| Pooled investment vehicles | 1 | $48.7M |
| Charitable organizations | 1 | $34.0M |
States served
PR, TX, FL
All web addresses on file
Official SEC filing: View on IAPD