Beta Capital Management LLC
● SEC registered since 2015CRD 154894SEC# 801-106772Miami, FL
Reg. AUM
$506.6M
Employees
16
Accounts
134
Location
Miami, FL
Beta Capital Management LLC assets under management
Beta Capital Management LLC operates as an SEC-registered investment adviser based in Miami, FL. The firm has been registered since 2015. It reports $506.6 million in regulatory assets under management and employs 16 people.
Beta Capital Management LLC owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Credit Andorra U.S. GP, LLC Control | General Partner | Over 75% | 2011 |
| Idelma De La Caridad Hervis Control | Chief Compliance Officer | Under 5% | 2021 |
| Maryori Del Socorro Escudero Control | Chief Operations Officer | Under 5% | 2017 |
See all 5 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Beta Capital Management LLC manage?
Beta Capital Management LLC reports $506.6 million in regulatory assets under management on its Form ADV.
How many employees does Beta Capital Management LLC have?
Beta Capital Management LLC reports 16 employees.
Where is Beta Capital Management LLC located?
Beta Capital Management LLC is based in Miami, FL and has been SEC-registered since 2015.
Does Beta Capital Management LLC disclose fund performance?
Beta Capital Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 777 Brickell Avenue, Suite 1201, Miami, FL 33131 |
| Phone | 305-358-8844 |
| Fax | 305-358-8864 |
| Office hours | 9a.m. - 5p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$506.6M▼ 5%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 48%
Larger than 52% of 16,271 advisers
EmployeesTop 29%
More than 71% of 16,825 advisers
Assets under management
$506.6Mregulatory AUM
Discretionary $465.4MNon-discretionary $41.2M