Beta Capital Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for pooled vehicles, and portfolio management for institutions.
Beta Capital Management reports 134 clients. They include 88 high-net-worth individuals, 44 other clients and 1 pooled investment vehicle. Of its assets, 91.9% ($465M across 114 accounts) are managed with discretion; $41.2M across 20 accounts are not. Of its clients, 91% are outside the U.S.
| Client type | Clients | Assets |
|---|---|---|
| High-net-worth individuals | 66% | 58% |
| Pooled investment vehicles | <1% | 10% |
| Charitable organizations | <1% | 7% |
| Other | 33% | 26% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| High-net-worth individuals | 88 | $294M | 58.1% | $3.35M |
| Pooled investment vehicles | 1 | $48.7M | 9.6% | $48.7M |
| Charitable organizations | Fewer than 5 | $34M | 6.7% | $34M |
| Other | 44 | $130M | 25.6% | $2.94M |
| Total | 134 | $507M | 100% | — |
- Clients
- 88
- Regulatory AUM
- $294M
- AUM share
- 58.1%
- Avg. per client
- $3.35M
- Clients
- 1
- Regulatory AUM
- $48.7M
- AUM share
- 9.6%
- Avg. per client
- $48.7M
- Clients
- Fewer than 5
- Regulatory AUM
- $34M
- AUM share
- 6.7%
- Avg. per client
- $34M
- Clients
- 44
- Regulatory AUM
- $130M
- AUM share
- 25.6%
- Avg. per client
- $2.94M
Total
- Clients
- 134
- Regulatory AUM
- $507M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 91%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Beta Capital Management is paid through a percentage of assets under management, hourly charges, fixed fees (other than subscription fees), performance-based fees and other compensation. The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Hourly and Fixed-Fee Planning
- Limited-scope hourly advisory or planning is charged at a rate of up to $500 an hour; some fixed fees are priced by complexity of work. All fees are negotiable.
Credit Andorra U.S. GP, LLC owns 75% or more of Beta Capital Management and is in turn owned by Credit Andorra S.a. (75% or more). Noelia Povedano is CEO; the leadership team includes Chief Compliance Officer Idelma Hervis. It has 16 employees, 14 of them in advisory roles.
Leadership
- Noelia PovedanoChief Executive Officer, Director
- Idelma HervisChief Compliance Officer
- Maryori EscuderoChief Operations Officer
Investment adviser representatives
12 representatives listed in the SEC register as of 9 October 2026.
- Juan Francisco Arias
- Khashayar Mohammad Atabaki
- Denise Rachel Casis
- Elizangela De Liz hartwell
- Carlos Guzman
- Josep Antoni Lopez Valero
- Nadia Martinez
- Alejandro Naranjo Garcia
- Meritxell Pons-Torres
- Noelia Povedano
- David Rabella Cusine
- Ana Karina Torres Gago
Staff
- 16 employees
- 14 in advisory functions
- 6 state-registered reps
- 16 broker-dealer reps
- 4 soliciting firms
- Owns 75% or more of Beta Capital Management LLC
Credit Andorra U.S. GP, LLC
Control person · since September 2011
- Owns 75% or more of Credit Andorra U.S. GP, LLC
Credit Andorra S.a.
Control person · since January 2018
Beta Capital Management’s regulatory assets grew 1.7× from $306M (March 2021) to $507M (September 2026); clients rose from 98 to 134 and employees fell from 49 to 16.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| September 2026 | $507M | 134 | 16 | 1 |
| June 2025 | $533M | 140 | 37 | 1 |
| July 2024 | $508M | 138 | 37 | 1 |
| May 2023 | $470M | 130 | 38 | 1 |
| April 2022 | $468M | 122 | 36 | 1 |
| March 2021 | $306M | 98 | 49 | 1 |
Besides its headquarters, Beta Capital Management has 0 offices, with 1 listed address in Florida.
Florida · 1 listed address
- 777 Brickell Avenue, Suite 1201, MiamiHQ
Other business names
Beta Capital Management has reported 2 other business names to the SEC.
- Creand Management
- Creand Wealth Management
Contact and registration details
- Legal name
- Beta Capital Management LLC
- Headquarters
- 777 Brickell Avenue, Suite 1201, Miami, FL 33131
- Website
- creand.us
- Phone
- 305-358-8844
- @creandwmus
- SEC file
- 801-106772
- Structure
- Florida LLC
- Fiscal year end
- December
Beta Capital Management uses Beta Capital Securities ($437M) as custodian for its separately managed accounts. Beta Capital Management has custody of $6.19M in client assets for 8 clients.
- Beta Capital SecuritiesBeta Capital Securities LLC · Miami, FL · $437M100%
At year end, Beta Capital Management’s separately managed accounts were largely in bonds (34%) and stocks (28%).
What the accounts hold
- Stocks28%
- Funds24%
- Bonds34%
- Investment grade corporate bonds18%
- High-yield corporate bonds10%
- U.S. government and agency bonds5%
- Sovereign bonds1%
- Cash14%
How many clients does Beta Capital Management have?
Beta Capital Management has 134 clients and manages $507 million for them, as of September 2026. They include 88 high-net-worth individuals, 44 other clients and 1 pooled investment vehicle.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 24 September 2026
What services does Beta Capital Management offer?
Beta Capital Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for pooled vehicles, and portfolio management for institutions.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Beta Capital Management use?
Beta Capital Management’s separately managed account assets are held at Beta Capital Securities LLC (Miami, FL), with $437M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 24 September 2026
How many financial advisors does Beta Capital Management have?
Beta Capital Management has 6 investment adviser representatives registered with state securities authorities, out of 16 employees, and 14 perform investment advisory functions. 16 employees are registered representatives of a broker-dealer and 0 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Beta Capital Management invest in?
At the end of its last fiscal year, Beta Capital Management’s separately managed accounts held 28% non-exchange-traded equities, 24% registered funds (mutual funds, ETFs, BDCs), 18% investment grade corporate bonds, 14% cash and equivalents, 10% high-yield corporate bonds, 5% U.S. government and agency bonds and 1% sovereign bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Beta Capital Management?
Beta Capital Management is owned through a holding company by Credit Andorra S.a. Its direct owner is Credit Andorra U.S. GP, LLC (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 24 September 2026
How does Beta Capital Management get paid?
Beta Capital Management is paid through a percentage of assets under management, hourly charges, fixed fees, performance-based fees and other compensation. Its Form ADV lists no commissions among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Beta Capital Management?
Beta Capital Management’s main office is at 777 Brickell Avenue, Suite 1201, Miami, FL 33131. Its phone number is 305-358-8844. Its website is creand.us.