Beta Capital Management LLC

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Assets, Funds, Holdings

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CAFR Data
Beta Capital Management LLC
CRD #154894
SEC #801-106772
CIK #
AUM $323.9 MM (59% Disc, 4% US, 2020-03-12)
Employees26 (81% Investors, 77% Brokers)
Phone305-358-8844
Address777 Brickell Avenue
Miami, FL 33131
Source [IAPD]
Total AUM ($MM)
3252601951306502010201320172021
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Navigate Private Wealth LLC
UT 0.3
White Pine Investment Co
MI 0.3
Reston Wealth Management LLC
VA 0.3
Argyle Capital Management Inc
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Horrell Capital Management Inc
AR 0.3
Oaktree Asset Management LLC
NY 0.3
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