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| Keyboard |
| Alexander Beard USA Inc
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|---|---|
| CRD # | 134642 |
| SEC # | 801-120225 |
| CIK # | |
| AUM | 48.9 M (2026-05-22) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 650-684-0450 |
| Address | 1415 Rossmore Business Village Ellesmere Port Cheshire, United Kingdom |
| Source | [IAPD] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 58 | 22.3 |
| (b) Individuals (high net worth individuals) | 17 | 26.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 90 | 48.9 |
| By Discretionary | ||
| Discretionary | 90 | 48.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 90 | 48.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 3.5 | |
| United States Persons | 45.4 | |
| Total | 90 | 48.9 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
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✚
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NY | 51.0 M |
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|
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|
Portfolio Strategies Inc
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|
Toccata Capital LLC
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|
Arm Financial LLC
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|
KPC Terrapin Group LLC
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NY | 48.7 M |
|
Aventura Capital Management LLC
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|
FL | 48.4 M |
|
Byron Place Capital Management LLC
✚
|
NJ | 48.4 M |
|
Just Futures Advisors LLC
✚
|
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