|
⚲
|
| Beagle Invest LLC
✚
|
|
|---|---|
| CRD # | 315719 |
| SEC # | 801-122117 |
| CIK # | |
| AUM | $26.4 M (2026-06-17) |
| Employees | 5 (20% Investors, 0% Brokers) |
| Phone | 650-456-2982 |
| Address | |
| Source | [IAPD] [Website] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 2,512 | 26.4 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 2,512 | 26.4 |
| By Discretionary | ||
| Discretionary | 2,512 | 26.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,512 | 26.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 26.4 | |
| Total | 2,512 | 26.4 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Rosecliff Capital Advisory LLC
✚
|
NY | 0.0 |
|
Karagosian Financial Services Inc
✚
|
NY | 0.0 |
|
Alton Road Capital LP
✚
|
FL | 0.0 |
|
Quantbase LLC
✚
|
NY | 0.0 |
|
JPS Advisors LLC
✚
|
0.0 | |
|
W2B Inc
✚
|
0.0 | |
|
Trowbridge Capital Partners LLC
✚
|
0.0 | |
|
Fruitful Advisory LLC
✚
|
NY | 0.0 |
|
Sweet Intelligence Inc
✚
|
CO | 0.0 |
|
Tall Pines Capital LLC
✚
|
IL | 0.0 |
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