# Beagle Invest

Beagle Invest is a Bank / Wealth / Trust based in Los Altos, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Los Altos, United States
- **Region:** North America
- **Address:** Los Altos, United States
- **Founded:** 2021
- **Assets under management:** Undisclosed
- **Website:** meetbeagle.com
- **LinkedIn:** https://www.linkedin.com/company/meetbeagle

## Regulatory record

- **CRD number:** 315719
- **SEC file number:** 801-122117
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/315719

## About

Beagle Invest was established in 2021 as a US-based wealth manager. It functions as a registered investment advisor serving individual clients. The firm provides investment management and portfolio management. Retirement planning forms a core part of its advisory services. No specific asset classes, portfolio companies, or geographic deployments beyond the United States appear in available records. Team size and additional offices remain undisclosed. No adjacent vehicles or dated operational events from the last 24 months are recorded. The firm maintains a standard RIA structure with no identified co-investor club, succession details, or hybrid mandates.

## Questions

### Who runs investment decisions at Beagle Invest?

No named principals or CIO appear in available records.

### Does Beagle Invest participate in fund commitments or only direct deals?

Available records show no fund commitments or direct deal activity.

### What investment stages does Beagle Invest typically target?

No stage focus is disclosed in current sources.

## Related profiles

- [Beacon Wealthcare](https://altss.com/profile/beacon-wealthcare)
- [BeAI](https://altss.com/profile/beai)

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/beagle-invest

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