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Meritxell Pons-torres

Investment adviser representative at Creand Management
12 yearsExperience
1 stateRegistered in
$506.6MFirm assets
10 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat feePerformance-basedOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

12 years in the industry.

  1. Creand ManagementJul 2015 to now
  2. Beta Capital Management LPApr 2014 to now

Exams passed

  • Series 66 · Uniform Combined State Law2015

State registrations

Registered as an investment adviser representative in 1 state (FL).

Creand Management

Legal name: Beta Capital Management LLC

$506.6MAssets managed
134Clients
12Advisers
10 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
6329350
Firm CRD
154894
Advisor's SEC record (opens in a new tab)
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