# BETA CAPITAL MANAGEMENT LLC

BETA CAPITAL MANAGEMENT LLC of MIAMI, FL is an SEC-registered investment adviser.

## Registration

- CRD: 154894
- Type: SEC-registered investment adviser
- SEC file number: 801-106772
- Location: 777 BRICKELL AVENUE, SUITE 1201, MIAMI, FL, 33131
- Phone: 305-358-8844
- Latest filing: 2026-03-30
- Regulatory AUM: $506.6M
- Discretionary AUM: $465.4M
- Non-discretionary AUM: $41.2M
- Clients: 16
- Accounts: 134

## Business model

- Compensation: % of AUM, Hourly, Fixed, Performance, Other
- Clients served: Individuals, High net worth, Pooled vehicles, Investment cos, Other

## Officers, owners & control persons (15)

| Name | Role | Location |
| --- | --- | --- |
| Noelia Povedano | CHIEF EXECUTIVE OFFICER, DIRECTOR | — |
| Maryori Del Socorro Escudero | CHIEF OPERATIONS OFFICER | — |
| Idelma De La Caridad Hervis | CHIEF COMPLIANCE OFFICER | — |
| GARCIA MAHNAZ NMN | DIRECTOR | — |
| HEALY MARIA ESPERANZA | DIRECTOR; SHAREHOLDER | — |
| CASTILLO MARIA DOLORES | MANAGING MEMBER; SHAREHOLDER | — |
| HERVIS IDELMA DE LA CARIDAD | CHIEF COMPLIANCE OFFICER | — |
| ROS ARMENGOL GENIS | CEO / MANAGING DIRECTOR OF GP; CEO / MANAGING MEMBER OF  CREDIT ANDORRA U.S. GP, LLC; MANAGING MEMBER OF CREDIT ANDORRA U.S. GP, LLC | — |
| VERAS MIGUELINA | CHIEF COMPLIANCE OFFICER | — |
| POVEDANO NOELIA | CHIEF EXECUTIVE OFFICER; CHIEF EXECUTIVE OFFICER, DIRECTOR | — |
| LEYVA GUSTAVO MARTIN | CHIEF COMPLIANCE OFFICER | — |
| BRITO ROBERT M | CHIEF COMPLIANCE OFFICER | — |
| ESCUDERO MARYORI DEL SOCORRO | CHIEF OPERATIONS OFFICER | — |
| Santiago Samantha Crystal | CHIEF COMPLIANCE OFFICER | — |
| Sanchez Jesus G | CHIEF COMPLIANCE OFFICER | — |


## Disclosures (6)

| Initiated | Type | Allegations | Status | Amount |
| --- | --- | --- | --- | --- |
| 2024-05-20 | regulatory | WITHOUT ADMITTING OR DENYING THE FINDINGS, THE FIRM CONSENTED TO THE SANCTIONS AND TO THE ENTRYOFFINDINGS THAT IT FAILED TO ACCURATELY CALCULATE ITS REQUIRED CUSTOMER RESERVE REQUIREMENT ANDTOMAINTAIN A SUFFICIENT BALANCE IN ITS RESERVE ACCOUNT. THE FINDINGS STATED THAT THE FIRMERRONEOUSLYDESIGNATED… | Final | $115K |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/154894/brochure
- Similar advisers: https://search.stillhousedata.com/firm/154894/similar
- Related entities: https://search.stillhousedata.com/firm/154894/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/154894

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.