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Beanstox Inc.

● SEC registered since 2018CRD 291957SEC# 801-112877Montreal, Quebec
Export (members)
Reg. AUM
$14.9M
Employees
7
Accounts
20,295
Location
Montreal, Quebec

Beanstox Inc. assets under management

Beanstox Inc. is an investment advisory firm registered with the SEC based in Montreal, Quebec. The firm has been registered since 2018. It reports $14.9 million in regulatory assets under management and employs 7 people.

Beanstox Inc. owners & executives

10 reported
NameTitleOwnershipSince
Beanstox Investments Inc. ControlStockholderOver 75%2018
Connor O'Brien ControlChief Executive OfficerUnder 5%2017
Louise Anne Poirier ControlChief Financial Officer, Chief Compliance OfficerUnder 5%2017
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Frequently asked questions

How much does Beanstox Inc. manage?

Beanstox Inc. reports $14.9 million in regulatory assets under management on its Form ADV.

How many employees does Beanstox Inc. have?

Beanstox Inc. reports 7 employees.

Where is Beanstox Inc. located?

Beanstox Inc. is based in Montreal, Quebec and has been SEC-registered since 2018.

Does Beanstox Inc. disclose fund performance?

Beanstox Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1010 Sherbrooke Street West, Suite 2105, Montreal, Quebec H3A2R7
Phone(514) 849-1056
Fax(514) 849-0065
Office hours9A - 5P
SEC regionHQ
Discloses disciplinary historyNo

Regulatory AUM

$14.9M▲ 71%
Mar '25 — $8.7MApr '25 — $8.7MMay '25 — $8.7MJun '25 — $8.7MJul '25 — $8.7MAug '25 — $8.7MSep '25 — $8.7MOct '25 — $8.7MNov '25 — $8.7MDec '25 — $8.7MJan '26 — $8.7MFeb '26 — $8.7MMar '26 — $14.9MApr '26 — $14.9MMay '26 — $14.9MJun '26 — $14.9M
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 98%
Larger than 2% of 16,271 advisers
EmployeesTop 51%
More than 49% of 16,825 advisers

Assets under management

$14.9Mregulatory AUM
Discretionary $14.9M