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CREAND MANAGEMENT
Legal name: BETA CAPITAL MANAGEMENT LLC
CRD 154894File 801-106772
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Mar 30, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$506.6M
Above cohort median (national)
Discretionary AUM
$465.4M
Non-discretionary $41.2M
Clients
90
134 accounts
Employees
16
Above cohort median in FL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Oct 13, 2015
- Principal office
- 777 BRICKELL AVENUE, SUITE 1201, MIAMI, FL, 33131
- Phone
- 305-358-8844
- Website
- https://creand.us
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $506.6M
- Discretionary AUM
- $465.4M
- Non-discretionary AUM
- $41.2M
- Discretionary accounts
- 114
- Non-discretionary accounts
- 20
- Total accounts
- 134
- AUM per client
- $5.6M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $34.0M |
| High net worth individuals | 88 | $294.4M |
| Pooled investment vehicles | 1 | $48.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Hourly charges
- Other (described) — 12B-1 FEES
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- Yes
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11E2
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 17, 2026 | Clients | 134 | 90 |
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.