RIA Intel›Advisers›Connecticut›BE INVESTMENT MANAGEMENT, LLC

BE INVESTMENT MANAGEMENT, LLC

Advisory

CT

Data as of Mar 9, 2026 · Source: SEC Form ADV

Rank in CT

#1,172

of 1,312 advisers by AUM

Average account

$542K

across 24 accounts

AUM per adviser

$13M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 9, 2026.

Total AUM

$13M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$13M

Discretionary AUM$13M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients24

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCT

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

24 clients

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in CT

Closest by assets under management. All figures from Form ADV.

HOWARD INVESTMENT MANAGEMENT, LLC

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$13M

PRIVATE CAPITAL ASSET MANAGEMENT LLC

$13M

TROIKA INVESTMENT ADVISORS, LLC

$13M

TOUCHSTONE CAPITAL, LLC

$13M

DIVORCE AND MONEY MATTERS LLC

$13M

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