BETA CAPITAL MANAGEMENT LLC
Legal name: CREAND MANAGEMENT
CRD #154894 SEC #801-106772 MIAMI, FL 305-358-8844
SEC Registered
Total AUM
$533.4M
Discretionary
$436.3M
Employees
37
Clients
0
Accounts
140
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $533.4M | $436.3M | $97.1M | 37 | 0 |
| Oct 2025 | $533.4M | $436.3M | $97.1M | 37 | 0 |
| Aug 2025 | $533.4M | $436.3M | $97.1M | 37 | 0 |
| Jun 2025 | $533.4M | $436.3M | $97.1M | 37 | 0 |
| Apr 2025 | $533.4M | $436.3M | $97.1M | 37 | 0 |
| Mar 2025 | $533.4M | $436.3M | $97.1M | 37 | 0 |
| Nov 2024 | $508.3M | $376M | $132.3M | 37 | 0 |
| Sep 2024 | $508.3M | $376M | $132.3M | 37 | 0 |
| Aug 2024 | $508.3M | $376M | $132.3M | 37 | 0 |
| Jul 2024 | $508.3M | $376M | $132.3M | 37 | 0 |
| Jul 2024 | $508.3M | $376M | $132.3M | 37 | 0 |
| Jun 2024 | $508.3M | $376M | $132.3M | 37 | 0 |
| May 2024 | $508.3M | $376M | $132.3M | 37 | 0 |
| Mar 2024 | $508.3M | $376M | $132.3M | 37 | 0 |
| May 2023 | $470.3M | $375.3M | $95M | 38 | 0 |
| Mar 2023 | $470.3M | $375.3M | $95M | 38 | 0 |
| Apr 2022 | $468.4M | $336.6M | $131.7M | 36 | 0 |
| Mar 2022 | $468.4M | $336.6M | $131.7M | 36 | 0 |
| Mar 2022 | $468.4M | $336.6M | $131.7M | 36 | 0 |
| Dec 2021 | $305.9M | $172.1M | $133.8M | 49 | 0 |
| Sep 2021 | $305.9M | $172.1M | $133.8M | 49 | 0 |
| Mar 2021 | $305.9M | $172.1M | $133.8M | 49 | 0 |
| Jun 2020 | $233.4M | $60.3M | $173.1M | 21 | 0 |
| May 2020 | $233.4M | $60.3M | $173.1M | 21 | 0 |
| Mar 2020 | $323.9M | $190.6M | $133.3M | 26 | 0 |
| Mar 2019 | $323.9M | $190.6M | $133.3M | 26 | 0 |
| Dec 2018 | $200M | $133.3M | $66.7M | 28 | 0 |
| Mar 2018 | $200M | $133.3M | $66.7M | 28 | 0 |
| Mar 2017 | $191M | $100M | $91.1M | 29 | 26 |
| Mar 2016 | $139.6M | $14.4M | $125.2M | 13 | 1 |
| Oct 2015 | $161.7M | $29.6M | $132.1M | 13 | 1 |
| Oct 2015 | $161.7M | $29.6M | $132.1M | 13 | 1 |
| Oct 2015 | $161.7M | $29.6M | $132.1M | 13 | 1 |
| Oct 2012 | $31M | $0 | $31M | 1 | 1 |
| Jul 2012 | $31M | $0 | $31M | 1 | 1 |
| May 2012 | $31M | $0 | $31M | 1 | 1 |
| Mar 2012 | $31M | $0 | $31M | 1 | 1 |
| Aug 2011 | $28M | $28M | $0 | 5 | -- |
| Feb 2011 | $0 | $0 | $0 | 5 | -- |
| Jan 2011 | $0 | $0 | $0 | 5 | -- |
DateOct 2025
Total AUM$533.4M
Discretionary$436.3M
Non-Disc.$97.1M
Employees37
Clients0
DateOct 2025
Total AUM$533.4M
Discretionary$436.3M
Non-Disc.$97.1M
Employees37
Clients0
DateAug 2025
Total AUM$533.4M
Discretionary$436.3M
Non-Disc.$97.1M
Employees37
Clients0
DateJun 2025
Total AUM$533.4M
Discretionary$436.3M
Non-Disc.$97.1M
Employees37
Clients0
DateApr 2025
Total AUM$533.4M
Discretionary$436.3M
Non-Disc.$97.1M
Employees37
Clients0
DateMar 2025
Total AUM$533.4M
Discretionary$436.3M
Non-Disc.$97.1M
Employees37
Clients0
DateNov 2024
Total AUM$508.3M
Discretionary$376M
Non-Disc.$132.3M
Employees37
Clients0
DateSep 2024
Total AUM$508.3M
Discretionary$376M
Non-Disc.$132.3M
Employees37
Clients0
DateAug 2024
Total AUM$508.3M
Discretionary$376M
Non-Disc.$132.3M
Employees37
Clients0
DateJul 2024
Total AUM$508.3M
Discretionary$376M
Non-Disc.$132.3M
Employees37
Clients0
DateJul 2024
Total AUM$508.3M
Discretionary$376M
Non-Disc.$132.3M
Employees37
Clients0
DateJun 2024
Total AUM$508.3M
Discretionary$376M
Non-Disc.$132.3M
Employees37
Clients0
DateMay 2024
Total AUM$508.3M
Discretionary$376M
Non-Disc.$132.3M
Employees37
Clients0
DateMar 2024
Total AUM$508.3M
Discretionary$376M
Non-Disc.$132.3M
Employees37
Clients0
DateMay 2023
Total AUM$470.3M
Discretionary$375.3M
Non-Disc.$95M
Employees38
Clients0
DateMar 2023
Total AUM$470.3M
Discretionary$375.3M
Non-Disc.$95M
Employees38
Clients0
DateApr 2022
Total AUM$468.4M
Discretionary$336.6M
Non-Disc.$131.7M
Employees36
Clients0
DateMar 2022
Total AUM$468.4M
Discretionary$336.6M
Non-Disc.$131.7M
Employees36
Clients0
DateMar 2022
Total AUM$468.4M
Discretionary$336.6M
Non-Disc.$131.7M
Employees36
Clients0
DateDec 2021
Total AUM$305.9M
Discretionary$172.1M
Non-Disc.$133.8M
Employees49
Clients0
DateSep 2021
Total AUM$305.9M
Discretionary$172.1M
Non-Disc.$133.8M
Employees49
Clients0
DateMar 2021
Total AUM$305.9M
Discretionary$172.1M
Non-Disc.$133.8M
Employees49
Clients0
DateJun 2020
Total AUM$233.4M
Discretionary$60.3M
Non-Disc.$173.1M
Employees21
Clients0
DateMay 2020
Total AUM$233.4M
Discretionary$60.3M
Non-Disc.$173.1M
Employees21
Clients0
DateMar 2020
Total AUM$323.9M
Discretionary$190.6M
Non-Disc.$133.3M
Employees26
Clients0
DateMar 2019
Total AUM$323.9M
Discretionary$190.6M
Non-Disc.$133.3M
Employees26
Clients0
DateDec 2018
Total AUM$200M
Discretionary$133.3M
Non-Disc.$66.7M
Employees28
Clients0
DateMar 2018
Total AUM$200M
Discretionary$133.3M
Non-Disc.$66.7M
Employees28
Clients0
DateMar 2017
Total AUM$191M
Discretionary$100M
Non-Disc.$91.1M
Employees29
Clients26
DateMar 2016
Total AUM$139.6M
Discretionary$14.4M
Non-Disc.$125.2M
Employees13
Clients1
DateOct 2015
Total AUM$161.7M
Discretionary$29.6M
Non-Disc.$132.1M
Employees13
Clients1
DateOct 2015
Total AUM$161.7M
Discretionary$29.6M
Non-Disc.$132.1M
Employees13
Clients1
DateOct 2015
Total AUM$161.7M
Discretionary$29.6M
Non-Disc.$132.1M
Employees13
Clients1
DateOct 2012
Total AUM$31M
Discretionary$0
Non-Disc.$31M
Employees1
Clients1
DateJul 2012
Total AUM$31M
Discretionary$0
Non-Disc.$31M
Employees1
Clients1
DateMay 2012
Total AUM$31M
Discretionary$0
Non-Disc.$31M
Employees1
Clients1
DateMar 2012
Total AUM$31M
Discretionary$0
Non-Disc.$31M
Employees1
Clients1
DateAug 2011
Total AUM$28M
Discretionary$28M
Non-Disc.$0
Employees5
Clients--
DateFeb 2011
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateJan 2011
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--