Alexander Beard (USA), Inc.
● SEC registered since 2021CRD 134642SEC# 801-120225Ellesmere Port, Cheshire
Reg. AUM
$48.9M
Employees
3
Accounts
90
Location
Ellesmere Port, Cheshire
Alexander Beard (USA), Inc. assets under management
Alexander Beard (USA), Inc. operates as an SEC-registered investment adviser based in Ellesmere Port, Cheshire. The firm has been registered since 2021. It reports $48.9 million in regulatory assets under management and employs 3 people.
Alexander Beard (USA), Inc. owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Paul Douglas Beard Control | Chief Compliance Officer | Under 5% | 2021 |
| The Alexander Beard Employee Ownership Trust Control | Shareholder | Over 75% | 2026 |
| Anita Monica Brennan Control | Trustee | — | 2026 |
See all 5 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Alexander Beard (USA), Inc. manage?
Alexander Beard (USA), Inc. reports $48.9 million in regulatory assets under management on its Form ADV.
How many employees does Alexander Beard (USA), Inc. have?
Alexander Beard (USA), Inc. reports 3 employees.
Where is Alexander Beard (USA), Inc. located?
Alexander Beard (USA), Inc. is based in Ellesmere Port, Cheshire and has been SEC-registered since 2021.
Does Alexander Beard (USA), Inc. disclose fund performance?
Alexander Beard (USA), Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 14-15 Rossmore Business Village, Inward Way, Ellesmere Port, Cheshire CH65 3EY |
| Phone | 650-684-0450 |
| Office hours | 9:00 a.m. To 5:00 p.m. |
| SEC region | HQ |
| Discloses disciplinary history | No |
Regulatory AUM
$48.9M▲ 22%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 96%
Larger than 4% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$48.9Mregulatory AUM
Discretionary $48.9M