|
⚲
|
| Beagle Invest LLC
✚
|
|
|---|---|
| CRD # | 315719 |
| SEC # | 801-122117 |
| CIK # | |
| AUM | $8.0 MM (2023-03-28) |
| Employees | 5 (20% Investors, 0% Brokers) |
| Phone | 650-456-2982 |
| Address | 1049 El Monte Ave Suite C 588 Mountain View, CA 94040 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 753 | 8.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 753 | 8.0 |
| By Discretionary | ||
| Discretionary | 753 | 8.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 753 | 8.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 8.0 | |
| Total | 753 | 8.0 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
1062611 Ontario Limited
✚
|
0.0 | |
|
LotusDew Wealth and Investment Advisors Private Limited
✚
|
0.0 | |
|
Harbourfront Wealth America Inc
✚
|
0.0 | |
|
Agustoni Emanuele Guiseppe
✚
|
0.0 | |
|
Steward Inc
✚
|
DC | 0.0 |
|
Avenue Global Advisors LLC
✚
|
FL | 0.0 |
|
Nabers Wealth LLC
✚
|
AZ | 0.0 |
|
Directional Financial Services LLC
✚
|
WA | 0.0 |
|
Zsenia Investments Inc
✚
|
NY | 0.0 |
|
RB Investment Management Inc
✚
|
WI | 0.0 |