Beanstox Inc.
- Regulatory AUM
- $14.9M
- Discretionary
- $14.9M
- Clients
- 10,048
- Avg AUM / client
- $1.5K
- Accounts
- 20,295
- Employees
- 7
AUM over time
Annual snapshots from Form ADV filings · as of Mar 16, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 10,048 | $14.9M | 100.0% |
People (3)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| O'brien, Connor | Chief Executive Officer | Dec 2010 (16y) | ≈ 28.13% – 75% via Stanton Assets Inc | |
| O'leary, Terence, Thomas Kevin | Chairman | Jan 2012 (15y) | ≈ 14.06% – 50% via O'leary Productions Inc. | |
| Poirier, Louise Anne | Chief Financial Officer, Chief Compliance Officer | Dec 2017 (9y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Beanstox Investments Inc. | Stockholder | Mar 2018 | A | 75% or more |
| The Kevin O'leary Family Trust 1997 | Stockholder | Jun 2012 | B | ≈ 14.06% – 50% via Shaw Street Investments Ulc |
| Stanton Assets Inc | Stockholder | Jan 2023 | B | ≈ 37.5% – 75% via Beanstox Investments Inc. |
| Shaw Street Investments Ulc | Stockholder | Mar 2018 | B | ≈ 18.75% – 50% via Beanstox Investments Inc. |
| O'leary Productions Inc. | Stockholder | Mar 2018 | B | ≈ 18.75% – 50% via Beanstox Investments Inc. |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- O'brien, Connor: 75% – 100% of Stanton Assets Inc × 50% – 75% of Beanstox Investments Inc. × 75% – 100% direct ≈ 28.13% – 75% of the firm
- O'leary, Terence, Thomas Kevin: 75% – 100% of O'leary Productions Inc. × 25% – 50% of Beanstox Investments Inc. × 75% – 100% direct ≈ 14.06% – 50% of the firm
- The Kevin O'leary Family Trust 1997: 75% – 100% of Shaw Street Investments Ulc × 25% – 50% of Beanstox Investments Inc. × 75% – 100% direct ≈ 14.06% – 50% of the firm
- Stanton Assets Inc: 50% – 75% of Beanstox Investments Inc. × 75% – 100% direct ≈ 37.5% – 75% of the firm
- Shaw Street Investments Ulc: 25% – 50% of Beanstox Investments Inc. × 75% – 100% direct ≈ 18.75% – 50% of the firm
- O'leary Productions Inc.: 25% – 50% of Beanstox Investments Inc. × 75% – 100% direct ≈ 18.75% – 50% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/16/2026 | 955 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Subscription fees
- • Fixed fees
Services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Dtcc $14.9M (100% of AUM) Mar 2026
- Velox Clearing Llc $5.3M (100% of AUM) Oct 2023
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 16, 2026.
View current Form ADV (SEC/IAPD) ↗