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 ($B)
10.08.06.04.02.00.02001200920172025
Sector Form 13F Holdings Value ($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 ($B)
504030201002011201620212027
Type Form D Funds Date Sold AUM
Other Fiera USA US Equities Fund LP 2014-03-31 0.7 M
Other Fiera USA EAFE Fund LP [2013-11-29] 0.5 M 0.6 M
Filed 2014-03-14 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
AUM Breakdown Accounts AUM ($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 Role # Filings # Firms 2011 - 2026
Peter Stock Executive Officer 5 5
Sylvain Brosseau Executive Officer 8 4
Jean-Guy Desjardins Executive Officer 7 4
Pierre Blanchette Executive Officer 5 3
Violaine Des Roches Executive Officer 5 3
Bel Air Investment Advisors LLC Executive Officer 3 3
Fiera Asset Management LP Executive Officer 2 2
Fiera USA Eafe Equities GP LLC Executive Officer 1 1
EDGAR Form CIK 2011 - 2026
13F-HR [0001078727]
13F-NT [0001078727]
Firm Profile (Form ADV)
Discretionary AUM$4.9B
Clients5 (1 non-US)
ServesInstitutional, Retail
Fund TypesHedge Fund
Related Firms State AUM
Bel Air Investment Advisors LLC
CA
Bel Air Management LLC
CA
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