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| Belleair Asset Management LLC
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| CRD # | 290882 |
| SEC # | 801-112148 |
| CIK # | 0002108102 |
| AUM | 234.3 M (2026-03-26) |
| Employees | 4 (50% Investors, 0% Brokers) |
| Phone | 727-586-3541 |
| Address | 259 Indian Rocks Road North Belleair Bluffs, FL 33770 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002108102 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Royal Bank of Canada | 1.3 | ||
| Apple Inc | 1.3 | ||
| Cardinal Health Inc | 1.3 | ||
| Fifth Third Bancorp | 1.0 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 80 | 26.8 |
| (b) Individuals (high net worth individuals) | 45 | 207.4 |
| (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 | 0 | 0.0 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 366 | 234.3 |
| By Discretionary | ||
| Discretionary | 353 | 224.6 |
| Non-Discretionary | 13 | 9.7 |
| Total | 366 | 234.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 234.3 | |
| Total | 366 | 234.3 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002108102] |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 8 |
| Serves | Institutional, Retail |
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