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 ($BB)
10.08.06.04.02.00.02001200820152022
Sector Form 13F Holdings Cap ($BB) Value ($BB)
MSFT 1,918.2 2.3
MCO 49.9 1.5
GOOGL 1,475.1 1.5
TSM 437.4 1.4
AZO 41.4 1.4
MA 309.6 1.4
UNH 477.0 1.1
JNJ 465.6 1.0
MSCI 33.6 0.9
TJX 67.3 0.9
View All
Holdings by Sector ($BB)
504030201002011201520192024
Type Form D Funds Date Sold ($MM) AUM ($MM)
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 ($BB)
By Client Type
(a) Individuals (other than high net worth individuals) 137 0.2
(b) Individuals (high net worth individuals) 639 7.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 45 0.4
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 52 0.4
(n) Other 0 0.0
Total 1,360 8.1
By Discretionary
Discretionary 1,357 8.0
Non-Discretionary 3 0.0
Total 1,360 8.1
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 8.0
Total 1,360 8.1
Form D Directors # Filings # Firms 2011 - 2023
Peter Stock 5
Jeanguy Desjardins 7
Sylvain Brosseau 6
Pierre Blanchette 5
Violaine Des Roches 5
Bel Air Investment Advisors LLC 3
Fiera Asset Management LP 2
Fiera USA EAFE Equities GP LLC 1
EDGAR Form CIK 2011 - 2023
13F-HR [0001078727]
13F-NT [0001078727]
Related Firms State AUM ($BB)
Bel Air Investment Advisors LLC
CA 0.0
Bel Air Management LLC
CA 0.0
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