Beechtree Capital Investment, Inc
CRD 128718SEC# 801-62421
No longer SEC-registered. Beechtree Capital Investment, Inc appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$26.9M
Employees
2
Accounts
49
Location
—
Beechtree Capital Investment, Inc assets under management
Beechtree Capital Investment, Inc operates as an SEC-registered investment adviser. It reports $26.9 million in regulatory assets under management and employs 2 people.
Beechtree Capital Investment, Inc owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Susan Kay Burke Control | President | Over 75% | 1993 |
| Zoe Karen Kamitses | Chief Compliance Officer | Under 5% | 2004 |
Frequently asked questions
How much does Beechtree Capital Investment, Inc manage?
Beechtree Capital Investment, Inc reports $26.9 million in regulatory assets under management on its Form ADV.
How many employees does Beechtree Capital Investment, Inc have?
Beechtree Capital Investment, Inc reports 2 employees.
Does Beechtree Capital Investment, Inc disclose fund performance?
Beechtree Capital Investment, Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Office hours | 8:00 a.m. To 5:00 p.m. |
| Discloses disciplinary history | No |
Regulatory AUM
$26.9MNo change
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 98%
Larger than 2% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$26.9Mregulatory AUM
Discretionary $26.9M