Beagle Invest, LLC
● SEC registered since 2021CRD 315719SEC# 801-122117
Reg. AUM
$26.4M
Employees
5
Accounts
2,512
Location
—
Beagle Invest, LLC assets under management
Beagle Invest, LLC is a registered investment adviser overseen by the SEC. The firm has been registered since 2021. It reports $26.4 million in regulatory assets under management and employs 5 people.
Beagle Invest, LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Beagle Financial Services, Inc | Owner | Over 75% | 2021 |
| Shuo Jiao Control | Chief Compliance Officer | Under 5% | 2024 |
| Cyrus Ghazanfar Control | Owner | — | 2021 |
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Join to unlock · $37/moFrequently asked questions
How much does Beagle Invest, LLC manage?
Beagle Invest, LLC reports $26.4 million in regulatory assets under management on its Form ADV.
How many employees does Beagle Invest, LLC have?
Beagle Invest, LLC reports 5 employees.
Does Beagle Invest, LLC disclose fund performance?
Beagle Invest, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | (650) 456-2982 |
| Office hours | 9a.m.-5p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$26.4M▲ 6%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 98%
Larger than 2% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$26.4Mregulatory AUM
Discretionary $26.4M