Feedback
Share
Link
Link copied!
Fund Codex
Belleair Asset Management, LLC
Find a fund
Explore
Search
Fund Codex
More
About Fund Codex
Copyright © 2022 FundCodex.com and Fund Codex. All Rights Reserved.

All content on this website ("the Site") is the property of Fund Codex. The collection and assembly of content on this Site are the exclusive property of Fund Codex and are protected by copyright and other intellectual property laws.

Belleair Asset Management, LLC Share
Link
Link copied!

Table of Contents
Map Loading...
Overview Share
Link
Link copied!
Back to Top
Belleair Bluffs, Florida
$141.9 million AUM
1 office

Belleair Asset Management, LLC is based in Belleair Bluffs, Florida and has $141.9 million in assets under management.

Location
259 Indian Rocks Road North
Belleair Bluffs, FL 33770
$141.9 million
AUM
3
Employees
AUM Share
Link
Link copied!
Back to Top
$141,853,356
Assets under management
286 clients
Number of clients
Average investment size is $495,991
1% are outside of the U.S.
AUM and clients by client type
Type of client Clients AUM Percent of total AUM Average investment size
Individuals 83 $27,774,433 20% $334,632
High net worth individuals 37 $114,078,923 80% $3,083,214
Employees Share
Link
Link copied!
Back to Top
3
Employees
1
Investment analysts
33% of total employees
AUM per employee Share
Link
Link copied!
Back to Top
$141,853,356
Assets under management
$47,284,452
AUM per employee
$141,853,356
AUM per investment analyst
About Share
Link
Link copied!
Back to Top
Compensation

Belleair Asset Management, LLC makes money through the following ways:

  • Percentage of AUM
  • Fixed fees
Services offered

Belleair Asset Management, LLC provides the following services:

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
Firm data Share
Link
Link copied!
CRD number 290,882
SEC number 801-112148
Legal structure Limited Liability Company
Legal governance Florida, United States
Latest ADV filing date March 25, 2020

More Funds

See all...
Schottenfeld Group GP LLC
Fund: Under $1 billion
Peak Wealth Management LLC
Fund: $111,658,891
BGV III Partners, LLC
Fund: Under $1 billion
Cobia Capital Management LP
Fund: Under $1 billion
Sarmis Capital Partners S.R.L.
Fund: Under $1 billion
SSM Partners
Fund: Under $1 billion
Core Industrial Partners, LLC
Fund: $260,937,196
BBR Partners, LLC
Fund: $17,886,900,000
Thrive Capital
Fund: Under $1 billion

Other Funds

See all...
Orkila Management, LLC
Fund: $424,907,851
Life Planning Alliance, LLC
Fund: $25,961,108
Reservoir Management Company LLC
Fund: Under $1 billion
Windrose Health Investors, LLC
Fund: $1,260,021,669
Baldwin Brothers Inc
Fund: $1,182,379,175
Private Wealth Partners, LLC
Fund: $1,092,408,713
Masa Capital LLC
Fund: Under $1 billion
Cloud Apps Capital Partners
Fund: Under $1 billion

All of Fund Codex

See all...

Similar Funds to Belleair Asset Management, LLC

See all...
Blu Venture Management, LLC
Fund: Under $1 billion
LLM Capital Partners LLC
Fund: Under $1 billion
GLC Investment Advisors, LLC
Fund: $85,700,000
Deerpath BDC Adviser, LLC
Fund: Under $1 billion
CBC Partners, LLC
Fund: Under $1 billion
Arc Labs, LLC
Fund: Under $1 billion
Ridgeback Capital Management
Fund: $151,862,021
Belleair Asset Management, LLC
Fund: $141,853,356