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Beta Capital Management LLC

● SEC registered since 2015CRD 154894SEC# 801-106772Miami, FL
Export (members)
Reg. AUM
$533.4M
Employees
37
Accounts
140
Location
Miami, FL

Beta Capital Management LLC assets under management

Beta Capital Management LLC operates as an SEC-registered investment adviser based in Miami, FL. The firm has been registered since 2015. It reports $533.4 million in regulatory assets under management and employs 37 people.
creand.usView on SEC.gov ↗

Beta Capital Management LLC owners & executives

5 reported
NameTitleOwnershipSince
Credit Andorra U.S. GP, LLC ControlGeneral PartnerOver 75%2011
Idelma De La Caridad HervisChief Compliance OfficerUnder 5%2021
Maryori Del Socorro Escudero ControlChief Operations OfficerUnder 5%2017
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Frequently asked questions

How much does Beta Capital Management LLC manage?

Beta Capital Management LLC reports $533.4 million in regulatory assets under management on its Form ADV.

How many employees does Beta Capital Management LLC have?

Beta Capital Management LLC reports 37 employees.

Where is Beta Capital Management LLC located?

Beta Capital Management LLC is based in Miami, FL and has been SEC-registered since 2015.

Does Beta Capital Management LLC disclose fund performance?

Beta Capital Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address777 Brickell Avenue, Suite 1201, Miami, FL 33131
Phone305-358-8844
Fax305-358-8864
Office hours9a.m. - 5p.m.
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyYes

Assets under management

Discretionary$436.3M
Non-discretionary$97.1M
Total (RAUM)$533.4M