|
⚲
|
| Beta Capital Management LLC
✚
|
|
|---|---|
| CRD # | 154894 |
| SEC # | 801-106772 |
| CIK # | |
| AUM | $506.6 M (2026-03-30) |
| Employees | 16 (88% Investors, 100% Brokers) |
| Phone | 305-358-8844 |
| Address | 777 Brickell Avenue Miami, FL 33131 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 88 | 294.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 1 | 48.7 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 34.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 44 | 129.5 |
| Total | 134 | 506.6 |
| By Discretionary | ||
| Discretionary | 114 | 465.4 |
| Non-Discretionary | 20 | 41.2 |
| Total | 134 | 506.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 489.7 | |
| United States Persons | 16.9 | |
| Total | 134 | 506.6 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Stratis Capital LLC
✚
|
CT | 0.5 |
|
Maltin Wealth Management Inc
✚
|
0.5 | |
|
Boone Wealth Advisors LLC
✚
|
WA | 0.5 |
|
Cleveland Wealth LLC
✚
|
OH | 0.5 |
|
Onyx Financial Advisors LLC
✚
|
ID | 0.5 |
|
Bluesphere Advisors LLC
✚
|
PA | 0.5 |
|
PhD Consulting LLC
✚
|
KS | 0.5 |
|
First Advisors National LLC
✚
|
GA | 0.5 |
|
MKD Wealth Coaches LLC
✚
|
MI | 0.5 |
|
Oliver Capital Management LLC
✚
|
WA | 0.5 |