Beagle Invest

Overview

Beagle Invest is a limited liability company that registered with the SEC in 2021 and serves individual and family clients. The firm bills on a fixed‑fee basis and focuses on portfolio management for individuals and small businesses. It does not present itself as a capital allocator or pension consultant, and it does not report active ESG integration or multi‑state advisory operations. Ownership is recorded as a combination of a domestic entity and an individual. Regulatory classification on public filings is listed as unclassified.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices