Canguru Capital Advisors
Firm details
- Headquarters
- Oceanside, California
- CRD number
- 332797
- Registered since
- January 23, 2025
Firm profile
FINTRXOverview
Canguru Capital Advisors is registered as a corporate advisory entity and is reported to have completed SEC registration in 2025. Ownership is listed as an individual owner and the firm's regulatory classification is recorded as unclassified. Public filings captured in the data indicate the firm does not operate as a capital allocator, does not identify as an active ESG investor, is not a multi-state adviser, and does not function as a pension consultant or a related adviser. The firm has not supplied detail on its client base, fee structure, business activities, or advisory services in the source record. That absence limits visibility into its target clientele, service model, and investment approach based on the available dataset.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2
Heather Beatty
Founder and CEOCRD 5882406
Cynthia Aragon
Independent ContractorCRD 4316747
Contacts
2 of 2Aaron Jamieson
President, CCOCRD 5433142
Peter Galligan
FinOpCRD 1873304
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Oceanside, CA
San Diego
Location
Oceanside, CA
Headquartered in Oceanside, CA, in the West of the United States.
- Region
- West
- County
- San Diego
- Address
- 2182 S El Camino Real
- Time zone
- PT (UTC-8)
- Office locations
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