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INVESTBEV

CHICAGO, IL · CRD 325508 · IAPD ↗ · investbev.com · 312-617-9057

$290.9MRegulatory AUM
7Advisory reps
10Employees
0Clients
n/aPlanning clients
6Private funds
0States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

53
April 2026 — INVESTBEV reported RAUM up 52% ($191.9M -> $290.9M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
40
April 2025 — GROWTH BEVERAGE GROUP, LP is now doing business as INVESTBEV.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
80
August 2024 — GROWTH BEVERAGE GROUP, LP (CHICAGO, IL) is newly SEC-registered with $190.6M RAUM and 8 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.