CREAND MANAGEMENT

BETA CAPITAL MANAGEMENT LLC Legal Name

Adviser information for CREAND MANAGEMENT last updated from Form ADV on March 26th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization	Limited Liability Company
Fiscal Year End	DECEMBER
Legal Location	Florida, United States

Employees

Total Number of Employees	37
Investment Advisory/Research	17
Registered Broker-Dealer Representatives	22
Registered State Investment Advisers	2
Licensed Agents of an Insurance Company	0
No. of Firms/People that Solicit Clients	1

RAUM

Provides Management of Securities Portfolios	Yes

Type	Accounts	RAUM
Discretionary	103	$376.0M
Non-Discretionary	35	$132.3M
Total	138	$508.3M

Clients

Type	Number	RAUM
Individuals	0	$0
HNW Individuals	137	$467.8M
Banking or thrift institutions	<5	$40.5M
Investment companies	0	$0
Business development companies	0	$0
Pooled investment vehicles	0	$0
Pension and profit sharing plans	0	$0
Charitable organizations	0	$0
State or municipal gov entities	0	$0
Other investment advisers	0	$0
Insurance companies	0	$0
Sovereign wealth funds and foreign official institutions	0	$0
Corporations or other businesses	0	$0
Other	0	$0

Type	Number
No. of Non-RAUM Clients	0
No. of Non-U.S. Clients	79
No. of Financial Planning Clients	0

Services

Advisory Services	Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsGENERAL ECONOMIC ADVICE
Compensation	% of AUMHourly chargesFixed fees12B-1 FEES
Other Business Activities	Registered representative of a broker-dealer

Identifiers

SEC RIA File Number	801-106772
SEC ERA File Number	801-106772
SEC CIK Numbers	None
SEC CRD Numbers	154894
Legal Entity Identifier	None

Principal Office

777 BRICKELL AVENUE
SUITE 1201
MIAMI
FL
United States

Monday - Friday, 9AM - 5PM

Tel: 305-358-8844, Fax: 305-358-8864

Websites

www.creditandorragroup.com

Chief Compliance Officer

IDELMA HERVIS

FINOP

777 BRICKELL AVE SUITE 1201

MIAMI

United States

Tel: 305-358-8844

Fax: 305-358-8864

I******@********S

(Full email address available in API data)

Regulatory Contact

NOELIA POVEDANO DAIMIEL

CHIEF EXECUTIVE OFFICER

777 BRICKELL AVENUE

SUITE 1201

MIAMI

United States

Tel: 305-358-8844

Fax: 305.358.8864

N********@********S

(Full email address available in API data)

Industry Affiliates

BANCO ALCALA SA	Banking or thrift institution
BANCO CREDIT ANDORRA (PANAMA)	Banking or thrift institution
BANQUE DE PATRIMOINES PRIVES	Banking or thrift institution
CA LIFE INSURANCE EXPERTS CIA. DE SEGUROS Y REASEGUROS, SAU	Other investment adviser, including financial plannersInsurance company or agency
CREAND SECURITIES	Broker-dealer, municipal securities dealer, or gov securities broker or dealer
CREDI-INVEST SA	Other investment adviser, including financial planners
CREDIT ANDORRA PANAMA PATRIMONIAL	Other investment adviser, including financial planners
CREDIT ANDORRA S.A.	Banking or thrift institution
CREDIT ASSEGURANCES, SAU	Insurance company or agency
PRIVATE INVESTMENT MANAGEMENT (PIM) ADVISORS PANAMA SA	Other investment adviser, including financial planners

Private Funds

Name	Type	Assets $USD	Min Investment $USD	No. Owners

None

Control Persons

Name	Type	Entity	Title	Since	Ownership
CREDIT ANDORRA U.S. GP, LLC	Domestic Entity	–	GENERAL PARTNER	09/2011	> 75%
POVEDANO, NOELIA	Individual	–	CHIEF EXECUTIVE OFFICER, DIRECTOR	03/2014	< 5%
ESCUDERO, MARYORI, DEL SOCORRO	Individual	–	CHIEF OPERATIONS OFFICER	01/2017	< 5%
CREDIT ANDORRA S.A.	Foreign Entity	CREDIT ANDORRA U.S. GP, LLC	SHAREHOLDER	01/2018	> 75%
HERVIS, IDELMA, DE LA CARIDAD	Individual	–	CHIEF COMPLIANCE OFFICER	12/2021	< 5%

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