Beanstox Inc.
● SEC registered since 2018CRD 291957SEC# 801-112877Montreal, Quebec
Reg. AUM
$14.9M
Employees
7
Accounts
20,295
Location
Montreal, Quebec
Beanstox Inc. assets under management
Beanstox Inc. is an investment advisory firm registered with the SEC based in Montreal, Quebec. The firm has been registered since 2018. It reports $14.9 million in regulatory assets under management and employs 7 people.
Beanstox Inc. owners & executives
10 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Beanstox Investments Inc. Control | Stockholder | Over 75% | 2018 |
| Connor O'Brien Control | Chief Executive Officer | Under 5% | 2017 |
| Louise Anne Poirier Control | Chief Financial Officer, Chief Compliance Officer | Under 5% | 2017 |
| Terence Thomas Kevin O'Leary Control | Chairman | Under 5% | 2017 |
| Connor O'Brien Control | Stockholder | Over 75% | 2010 |
| O'Leary Productions Inc. Control | Stockholder | 25-50% | 2018 |
| Shaw Street Investments Ulc Control | Stockholder | 25-50% | 2018 |
| Stanton Assets Inc Control | Stockholder | 50-75% | 2023 |
| Terence Thomas Kevin O'Leary Control | Stockholder | Over 75% | 2012 |
| The Kevin O'Leary Family Trust 1997 Control | Stockholder | Over 75% | 2012 |
Frequently asked questions
How much does Beanstox Inc. manage?
Beanstox Inc. reports $14.9 million in regulatory assets under management on its Form ADV.
How many employees does Beanstox Inc. have?
Beanstox Inc. reports 7 employees.
Where is Beanstox Inc. located?
Beanstox Inc. is based in Montreal, Quebec and has been SEC-registered since 2018.
Does Beanstox Inc. disclose fund performance?
Beanstox Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1010 Sherbrooke Street West, Suite 2105, Montreal, Quebec H3A2R7 |
| Phone | (514) 849-1056 |
| Fax | (514) 849-0065 |
| Office hours | 9A - 5P |
| SEC region | HQ |
| Discloses disciplinary history | No |
Regulatory AUM
$14.9M▲ 71%
Mar '25Form ADV, monthlyJul '26
How this firm compares
Regulatory AUMTop 98%
Larger than 2% of 16,306 advisers
EmployeesTop 51%
More than 49% of 16,824 advisers
Assets under management
$14.9Mregulatory AUM
Discretionary $14.9M