Beta Capital Securities Llc
$496M reported client assets across 3 advisory firms in FY2025 annual amendments
Reported client assets over time
$233M
$531M
2019
2025
Same-firm comparison: 2 firms that reported Beta Capital Securities Llc in both FY2024 and FY2025 annual amendments (ADV Item 5.K.(3)). Fiscal years come directly from the SEC filing-type table; filing dates are not used as a year-end proxy. 2019, 2021 are shown but partial — only FY2019: 1 cohort firms, FY2021: 1 cohort firms. No matched data for FY2020.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Beta Capital Management Llc | $437M | $507M | 86.2% | 03/30/2026 |
| Precise Investment Management, Inc. | $53.8M | $186M | 28.9% | 09/25/2025 |
| Incasa Llc | $5.0M | $725M | 0.7% | 03/31/2026 |
From Form ADV Schedule D 5.K.(3): custodians named at the 10%-of-SMA-assets threshold, with reported dollar amounts. "Share" is reported amount as a share of the firm's total regulatory AUM.