Beanstox
Beanstox is an SEC-registered mass-market adviser in Montreal, Quebec with $14.9M assets under management (AUM, regulatory AUM), +71% over one year. See who owns Beanstox: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 291957, SEC 801-112877, data through 2026-03-16.
- AUM (assets under management / regulatory AUM)
- $14.9M (2026-03-16)
- Firm type
- Mass-Market Adviser
- Location
- Montreal, Quebec
- Employees
- 7
- Clients
- 10,048
- CRD
- 291957
- Ownership
- O'Brien, Connor; POIRIER, LOUISE ANNE; O'Leary, Terence, Thomas Kevin; BEANSTOX INVESTMENTS INC.; O'SHARES INVESTMENTS INC.
How much AUM does Beanstox have?
Beanstox reported $14.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-16).
Who owns Beanstox?
Disclosed owners and executives of Beanstox include O'Brien, Connor, POIRIER, LOUISE ANNE, O'Leary, Terence, Thomas Kevin, BEANSTOX INVESTMENTS INC., O'SHARES INVESTMENTS INC.. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.