Data / Investment advisers / Florida / Creand Management
Creand Management, Miami, FL: $507 million AUM, SEC registered investment adviser
Creand Management is an SEC registered investment adviser with its main office in Miami, Florida and reports $507 million in regulatory assets under management in its Form ADV filed September 24, 2026. Its clients include high net worth individuals, pooled investment vehicles and charitable organizations. It is paid through a percentage of assets under management, hourly charges and fixed fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 154894
- SEC file number
- 801-106772
- SEC status
- Approved, effective October 13, 2015
- Legal name
- Beta Capital Management LLC
- Main office
- 777 Brickell Avenue Suite 1201, Miami, FL 33131
- Phone
- (305) 358-8844
- Website
- creand.us
- Regulatory AUM
- $506,620,317 in the Form ADV filed September 24, 2026
- Discretionary AUM
- $465,382,787
- Non discretionary AUM
- $41,237,530
- Accounts
- 134
- Employees
- 16, of which 14 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges, fixed fees, performance based fees, other fees
- Form ADV Item 11 disclosures
- Reported: self-regulatory organization actions
- Latest Form ADV filing
- September 24, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 88 | $294.4 million |
| Pooled investment vehicles | 1 | $48.7 million |
| Charitable organizations | 1 | $34 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $506.6 million | March 30, 2026 |
| December 1, 2025 | $533.4 million | October 22, 2025 |
Other advisers in Miami
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Downtown Wealth Studios, LLC | Miami | $563.5 million | Not listed | adviserinfo.sec.gov |
| Dara Capital US, Inc. | Miami | $563.1 million | Not listed | adviserinfo.sec.gov |
| Securitize Capital LLC | Miami | $530.2 million | 7 | adviserinfo.sec.gov |
| Compass Group Investments Solutions LLC | Miami | $526.8 million | Not listed | adviserinfo.sec.gov |
| Kaufman Rossin Wealth, LLC | Miami | $506.7 million | Not listed | adviserinfo.sec.gov |
| LRZ Capital LLC | Miami | $500.8 million | 3 | adviserinfo.sec.gov |
| Klosters Capital | Miami | $495.6 million | Not listed | adviserinfo.sec.gov |
| Global Kandor Advisors, LLC | Miami | $483.3 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Miami, FL
- Investment advisers in Florida
- Advisers with $500 million to $1 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving pooled investment vehicles
- Creand Management on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.