Belpointe Asset Management LLC

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Assets, Funds, Holdings

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Belpointe Asset Management LLC
CRD #143440
SEC #801-69329
CIK #
AUM $1.3 BB (100% Disc, 100% US)
Employees97 (95% Investors, 2% Brokers)
Phone480-646-3504
Address3930 E Ray Road
Phoenix, AZ 85044
Source IAPDexternal Websiteexternal Twitterexternal LinkedInexternal Facebookexternal Instagramexternal
Total AUM ($BB)
Sector Holding Cap ($MM) Value ($MM)
HUSE 50.6
SPY 15.6
AAPL 843,560.0 13.1
BMY 83,100.0 10.0
VTI 7.8
TIP 6.8
TLT 5.8
DIVO 5.8
FB 491,090.0 5.0
GLD 4.6
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Holdings by Sector ($BB)
Type Private Fund Form D Sold ($MM) AUM ($MM)
HF Belpointe Alphat Partners LP 2012-05-08external
0.5
0.6
RE Belpointe Multifamily Development Fund I LP 2012-05-08external
0.0
32.3
HF Belpointe Mercator International LP
0.0
View All
Fund Directors # Filings # Firms 2011-2019
Gregory Skidmore 2 1
Brandon Lacoff 2 1
Paxton Kinol 1 1
Jeffery Tomasulo 1 1
Timothy Davidson 1 1
Comparable Firms State AUM ($BB)
Family Management Corporation
NY
1.8
True North Advisors LLC
TX
1.4
Battery Global Advisors LLC
MA
1.2
Dialectic Capital Management LLC
NY
1.1
The WEIL Company
CA
0.9
New Vernon Advisers LP
NJ
0.9
Howard Financial Services Ltd
TX
0.6
Financial Management Professionals Inc
TX
0.6
Derby and Company Inc
MA
0.5
Fischer & Co LP
NY
0.5