BE INVESTMENT MANAGEMENT

BE INVESTMENT MANAGEMENT is an SEC-registered investment adviser (CRD 170355). Regulatory assets under management: $13.0M.

Registration

• CRD: 170355
• Type: Registered investment adviser
• Phone: 860-310-6617
• Latest filing: 2026-03-09
• Regulatory AUM: $13.0M
• Discretionary AUM: $13.0M
• Clients: 1
• Accounts: 24

Business model

Compensation: % of AUM.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 170355 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search