Beagle Invest
Beagle Invest is an SEC-registered mass-market adviser with $26.4M assets under management (AUM, regulatory AUM), +6% over one year. See who owns Beagle Invest: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 315719, SEC 801-122117, data through 2026-06-17.
- AUM (assets under management / regulatory AUM)
- $26.4M (2026-06-17)
- Firm type
- Mass-Market Adviser
- Employees
- 5
- Clients
- 2,512
- CRD
- 315719
- Ownership
- BEAGLE FINANCIAL SERVICES, INC; THA, JEFFREY, SOEMOE; JIAO, SHUO; GHAZANFAR, CYRUS
How much AUM does Beagle Invest have?
Beagle Invest reported $26.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-17).
Who owns Beagle Invest?
Disclosed owners and executives of Beagle Invest include BEAGLE FINANCIAL SERVICES, INC, THA, JEFFREY, SOEMOE, JIAO, SHUO, GHAZANFAR, CYRUS. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.