Bel Air Investment Advisors LLC

-

Assets, Funds, Holdings

Home | Sign Up | Log In
Message
Happy Holidays!! thanks for using AUM13F!!
List of Funds
Boston Firms
Boston Hedge Funds
Cornell Alumni Firms
CalPERS Portfolio
NYSCRF Portfolio
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
Comprehensive Search
Bel Air Investment Advisors LLC
CRD #104580
SEC #801-55068
CIK #0001078727
AUM
Employees 44 (41% Investors, 52% Brokers)
Phone310-229-1500
Address1999 Avenue of The Stars
Los Angeles, CA 90067
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($B)
10.08.06.04.02.00.01999200720152024
Sector Form 13F Holdings Value ($B)
Moodys Corp /DE/ 2.5
Alphabet Inc 2.2
Microsoft Corp 2.1
Taiwan Semiconductor Manufacturing Co Ltd 1.9
Mastercard Inc 1.7
Johnson & Johnson 1.4
MSCI Inc 1.3
Sherwin Williams Co 1.3
Autozone Inc 1.1
Nike Inc 1.1
View All
Holdings by Sector ($B)
504030201002012201620212026
Type Form D Funds Date Sold ($M) AUM ($M)
Other Fiera USA US Equities Fund LP 2014-03-31 0.7
Other Fiera USA EAFE Fund LP [2013-11-29] 0.5 0.6
AUM Breakdown Accounts AUM ($B)
By Client Type
(a) Individuals (other than high net worth individuals) 137 0.2
(b) Individuals (high net worth individuals) 639 7.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 45 0.4
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 52 0.4
(n) Other 0 0.0
Total 1,360 8.1
By Discretionary
Discretionary 1,357 8.0
Non-Discretionary 3 0.0
Total 1,360 8.1
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 8.0
Total 1,360 8.1
Form D Directors # Filings # Firms 2011 - 2025
Peter Stock 5
Sylvain Brosseau 8
Jeanguy Desjardins 7
Violaine Des Roches 5
Pierre Blanchette 5
Bel Air Investment Advisors LLC 3
Fiera Asset Management LP 2
Fiera USA EAFE Equities GP LLC 1
EDGAR Form CIK 2011 - 2025
13F-HR [0001078727]
13F-NT [0001078727]
Related Firms State AUM ($B)
Bel Air Investment Advisors LLC
CA 0.0
Bel Air Management LLC
CA 0.0
Terms | Privacy | Guide
tony@aum13f.com