| Name | Title | Ownership | Since |
|---|---|---|---|
| Beagle Financial Services, Inc | Owner | Over 75% | 2021 |
| Shuo Jiao Control | Chief Compliance Officer | Under 5% | 2024 |
| Cyrus Ghazanfar Control | Owner | — | 2021 |
Beagle Invest, LLC reports $24.8 million in regulatory assets under management on its Form ADV.
Beagle Invest, LLC reports 5 employees.
Beagle Invest, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Phone | (650) 456-2982 |
| Office hours | 9a.m.-5p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
| Discretionary | $24.8M |
| Non-discretionary | $0 |
| Total (RAUM) | $24.8M |