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| Keyboard |
| BEAU Ventures LLC
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|---|---|
| CRD # | 336355 |
| SEC # | 801-132802 |
| CIK # | |
| AUM | 792.7 M (2026-03-27) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 585-301-7970 |
| Address | |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 1 | 792.6 |
| (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 | 1 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 3 | 792.7 |
| By Discretionary | ||
| Discretionary | 1 | 0.1 |
| Non-Discretionary | 2 | 792.6 |
| Total | 3 | 792.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 792.7 | |
| Total | 3 | 792.7 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
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✚
|
NY | 803.2 M |
|
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|
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|
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|
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|
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|
NC | 798.5 M |
|
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|
NJ | 795.0 M |
|
Q3 Asset Management Corporation
✚
|
MI | 794.7 M |
|
Westhill Financial Advisors Inc
✚
|
CA | 789.4 M |
|
Centurion Wealth Management LLC
✚
|
VA | 784.0 M |
|
Singer Wealth Advisors LLC
✚
|
FL | 782.4 M |