# Be Investment Management

> Be Investment Management is a state-registered investment advisory firm, registered since 2017, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 9, 2026.

- CRD: 170355
- Filed as: BE INVESTMENT MANAGEMENT
- Legal name: Be Investment Management, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Connecticut
- Filing period: October 2026
- Form ADV filing dated: March 9, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/170355
- AdvisorCensus page: https://advisorcensus.com/firm/be-investment-management-170355

## Quick answers

**How is Be Investment Management compensated?**
On its Form ADV (Item 5.E, October 2026), Be Investment Management reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Be Investment Management registered with the SEC or a state?**
Be Investment Management is a state-registered investment advisory firm, registered since 2017. Status as filed: APPROVED. CRD 170355.

**How much does Be Investment Management manage?**
Be Investment Management reports $13,000,000 in regulatory assets under management in its Form ADV filing dated March 9, 2026 (100% discretionary).

**What types of clients does Be Investment Management serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (24).

**Does Be Investment Management report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/170355

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $13,000,000
- Discretionary: $13,000,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 24 | $13,000,000 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2017 (9 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CT
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- investwithbe.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Be Investment Management (CRD 170355): Form ADV filing data as of October 2026.