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| Happy Holidays!! thanks for using AUM13F!! |
| Beta Capital Management LLC
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|---|---|
| CRD # | 154894 |
| SEC # | 801-106772 |
| CIK # | |
| AUM | $533.4 M (2025-06-04) |
| Employees | 37 (30% Investors, 59% Brokers) |
| Phone | 305-358-8844 |
| Address | 777 Brickell Avenue Miami, FL 33131 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($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) | 139 | 494.8 |
| (c) Banking or thrift institutions | 1 | 38.6 |
| (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 | 140 | 533.4 |
| By Discretionary | ||
| Discretionary | 112 | 436.3 |
| Non-Discretionary | 28 | 97.1 |
| Total | 140 | 533.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 474.7 | |
| United States Persons | 58.7 | |
| Total | 140 | 533.4 |
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|---|---|---|
|
DGS Capital Management LLC
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NJ | 0.5 |
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Empower Financial Advisory LLC
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CT | 0.5 |
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FL | 0.5 |
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Westshore Wealth LLC
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CA | 0.5 |
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Envoy Advisory Inc
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CO | 0.5 |
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HOGE Financial Services LLC
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PA | 0.5 |
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Mattern Wealth Management LLC
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KS | 0.5 |
|
Wells Trecaso Financial Group LLC
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OH | 0.5 |
|
Cresta Advisors Ltd
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|
TX | 0.5 |
|
Meridian Investment Advisors Inc
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|
IN | 0.5 |