PPrivate Fund Data Log in Join · $37/mo

Alexander Beard (USA), Inc.

● SEC registered since 2021CRD 134642SEC# 801-120225Ellesmere Port, Cheshire
Export (members)
Reg. AUM
$39.9M
Employees
3
Accounts
75
Location
Ellesmere Port, Cheshire

Alexander Beard (USA), Inc. assets under management

Alexander Beard (USA), Inc. operates as an SEC-registered investment adviser based in Ellesmere Port, Cheshire. The firm has been registered since 2021. It reports $39.9 million in regulatory assets under management and employs 3 people.
www.abg.netView on SEC.gov ↗

Alexander Beard (USA), Inc. owners & executives

3 reported
NameTitleOwnershipSince
Alexander Beard Group of Companies Ltd ControlMemberOver 75%2005
Paul Douglas Beard ControlPresident/Chief Compliance OfficerOver 75%2021
Paul Douglas Beard ControlPresident/Chief Compliance OfficerOver 75%2004

Frequently asked questions

How much does Alexander Beard (USA), Inc. manage?

Alexander Beard (USA), Inc. reports $39.9 million in regulatory assets under management on its Form ADV.

How many employees does Alexander Beard (USA), Inc. have?

Alexander Beard (USA), Inc. reports 3 employees.

Where is Alexander Beard (USA), Inc. located?

Alexander Beard (USA), Inc. is based in Ellesmere Port, Cheshire and has been SEC-registered since 2021.

Does Alexander Beard (USA), Inc. disclose fund performance?

Alexander Beard (USA), Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address14-15 Rossmore Business Village, Inward Way, Ellesmere Port, Cheshire CH65 3EY
Phone650-684-0450
Office hours9:00 a.m. To 5:00 p.m.
SEC regionHQ
Discloses disciplinary historyNo

Assets under management

Discretionary$39.9M
Non-discretionary$0
Total (RAUM)$39.9M