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Beechtree Capital Investment, Inc

CRD 128718SEC# 801-62421
Export (members)
No longer SEC-registered. Beechtree Capital Investment, Inc appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$26.9M
Employees
2
Accounts
49
Location

Beechtree Capital Investment, Inc assets under management

Beechtree Capital Investment, Inc operates as an SEC-registered investment adviser. It reports $26.9 million in regulatory assets under management and employs 2 people.

Beechtree Capital Investment, Inc owners & executives

2 reported
NameTitleOwnershipSince
Susan Kay Burke ControlPresidentOver 75%1993
Zoe Karen KamitsesChief Compliance OfficerUnder 5%2004

Frequently asked questions

How much does Beechtree Capital Investment, Inc manage?

Beechtree Capital Investment, Inc reports $26.9 million in regulatory assets under management on its Form ADV.

How many employees does Beechtree Capital Investment, Inc have?

Beechtree Capital Investment, Inc reports 2 employees.

Does Beechtree Capital Investment, Inc disclose fund performance?

Beechtree Capital Investment, Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Office hours8:00 a.m. To 5:00 p.m.
Discloses disciplinary historyNo

Assets under management

Discretionary$26.9M
Non-discretionary$0
Total (RAUM)$26.9M