ELLESMERE PORT, CHESHIRECRD 134642Latest ADV March 27, 2026
Alexander Beard (Usa) Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Ellesmere Port, Cheshire. Its latest Form ADV filing, dated March 27, 2026, reports $49M in regulatory assets under management, 3 employees, 1 office, and 90 accounts.
Assets Under Management
$49M
Employees
3
Offices
1 office
Total Clients
75
Primary office
ELLESMERE PORT, CHESHIRE
14-15 ROSSMORE BUSINESS VILLAGE, INWARD WAY, ELLESMERE PORT, CHESHIRE, United Kingdom
Top client segmentIndividuals represent 77.3% of total clients.
Top client categories% of clientsClients
1
Individuals
77.3%
58
2
HNWI
22.7%
17
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$49Mas of March 27, 2026
Discretionary100.0%
$49M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$49M
Total Accounts90
10Y AUM Change+$5M (+11.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee25:1
10Y Employee Change-1 (-25.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.