# Beech Tree PE LLP

> Beech Tree PE LLP is an exempt reporting adviser in Wilmslow, Cheshire, United Kingdom, filing reports since 2020. Exempt reporting advisers do not report regulatory assets under management on Form ADV.

- CRD: 311786
- Filed as: BEECH TREE PE LLP
- Reporting status: Exempt reporting adviser (status as filed: ERA - Active)
- Location: Wilmslow, Cheshire, United Kingdom
- Filing period: October 2026
- Form ADV filing dated: August 21, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/311786
- AdvisorCensus page: https://advisorcensus.com/firm/beech-tree-pe-llp-wilmslow-cheshire-311786

## Quick answers

**Where is Beech Tree PE LLP located?**
Beech Tree PE LLP's principal office is in Wilmslow, Cheshire, United Kingdom, according to its Form ADV; the September 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**How does Beech Tree PE LLP report to regulators?**
Beech Tree PE LLP is an exempt reporting adviser, filing reports since 2020. Exempt reporting advisers file a shorter Form ADV. Status as filed: ERA - Active. CRD 311786.

**Does Beech Tree PE LLP 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/311786

**What changed in Beech Tree PE LLP's recent Form ADV filings?**
In the September 2026 filing data: Changed its office addresses in Birmingham.

## From the Form ADV filing

### Firm details
- Reporting since: 2020 (5 years)
- Employees: Not reported total, Not reported performing advisory functions
- Wrap fee program participation: Not reported
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the September 2026 filing
- Birmingham

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

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | Not reported | Not reported | June 29, 2021 |
| October 2022 | Not reported | Not reported | June 30, 2022 |
| October 2023 | Not reported | Not reported | July 25, 2023 |
| October 2024 | Not reported | Not reported | July 25, 2023 |
| October 2025 | Not reported | Not reported | July 1, 2025 |
| October 2026 | Not reported | Not reported | August 21, 2026 |


## Changes in the filing (last 12 months)

### September 2026
- Changed its office addresses in Birmingham.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Beech Tree PE LLP (CRD 311786): Form ADV filing data as of October 2026.