Bel Air Investment Advisors LLC

-

Assets, Funds, Holdings

Home | Sign Up | Log In
New Features
Latest Fund Raises
Related People
Fund Service Providers
Startup & Company Raises
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
Keyboard
Bel Air Investment Advisors LLC
CRD #104580
SEC #801-55068
CIK #0001078727
AUM
Employees 44 (41% Investors, 52% Brokers)
Fees
Minimum
Phone310-229-1500
Address1999 Avenue of The Stars
Los Angeles, CA 90067
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($B)
10.08.06.04.02.00.02001200920172025
CIK Period
0001078727
Sector Form 13F Holdings Value ($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
UnitedHealth Group Inc 1.0
PepsiCo Inc 1.0
Becton Dickinson & Co 1.0
Mettler Toledo International INC/ 1.0
TJX Companies Inc /DE/ 0.9
Oracle Corp 0.9
Otis Worldwide Corp 0.9
CME Group Inc 0.9
Graco Inc 0.9
Carrier Global Corp 0.8
HDFC Bank Ltd 0.6
Toronto Dominion Bank 0.6
Canadian National Railway Co 0.5
Royal Bank of Canada 0.5
Brookfield Asset Management Ltd 0.4
Bank of Montreal /Can/ 0.4
Canadian Pacific Railway Ltd/Cn 0.3
Lowes Companies Inc 0.3
Analog Devices Inc 0.3
 
 
Prev | Page 1 | Next
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
Terms | Privacy | Providers | Companies | Guide
tony@aum13f.com