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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 Sep 24, 2026
Feed vintage Oct 1, 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 | Change |
|---|---|---|---|---|
| Aug 17, 2026 | Clients | 134 | 90 | decreased by44 |
| Apr 1, 2026 | Employees | 37 | 16 | decreased by21 |
| Apr 1, 2026 | Clients | 140 | 134 | decreased by6 |
| Apr 1, 2026 | AUM | $533,350,459 | $506,620,317 | decreased by$26,730,142 |
| Apr 1, 2026 | Accounts | 140 | 134 | decreased by6 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 36 | 37 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Disclosures | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 122 | 140 | increased by18 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $468,371,189 | $533,350,459 | increased by$64,979,270 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 126 | 140 | increased by14 |
| Apr 1, 2022 | Employees | 49 | 36 | decreased by13 |
| Apr 1, 2022 | Clients | 98 | 122 | increased by24 |
| Apr 1, 2022 | AUM | $305,949,173 | $468,371,189 | increased by$162,422,016 |
| Apr 1, 2022 | Accounts | 98 | 126 | increased by28 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “CREAND MANAGEMENT” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“CREAND MANAGEMENT” may also match similarly-named firms). Confirm identity against each filing.
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.