Bel Air Investment Advisors LLC

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Assets, Funds, Holdings

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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
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