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| Belpointe Asset Management LLC
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| CRD # | 143440 |
| SEC # | 801-69329 |
| CIK # | 0001721242 |
| AUM | 7,577.7 M (2026-05-13) |
| Employees | 236 (64% Investors, 6% Brokers) |
| Phone | 203-629-3300 |
| Address | 500 Damonte Ranch Parkway Reno, NV 89521 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Apple Inc | 0.1 | ||
| Nvidia Corp | 0.1 | ||
| Amazon Com Inc | 0.0 | ||
| Microsoft Corp | 0.0 | ||
| Badger Meter Inc | 0.0 | ||
| Alphabet Inc | 0.0 | ||
| Facebook Inc | 0.0 | ||
| Tesla Motors Inc | 0.0 | ||
| Holdings by Sector ($B) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| RE | Belpointe Multifamily Development Fund I LP | [2017-08-20] | 32.3 M | |
| Offered $25,000,000 · Filed 2012-05-08 (D) · Exemption 506, 3(c), 3(c)(1) · Minimum $250,000 · Remaining $25,000,000 · Duration More than one year · Revenue $5,000,001 - $25,000,000 | ||||
| HF | Belpointe Alphat Partners LP | [2012-04-25] | 0.5 M | 0.6 M |
| Offered $25,000,000 · Filed 2012-05-08 (D) · Exemption 506, 3(c), 3(c)(1) · Minimum $250,000 · Remaining $24,500,000 · Duration More than one year · Net Assets $1 - $5,000,000 | ||||
| HF | Belpointe Mercator International LP | 2012-04-25 | ||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 6,000 | 1.6 |
| (b) Individuals (high net worth individuals) | 1,321 | 3.6 |
| (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 | 168 | 0.3 |
| (h) Charitable organizations | 20 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 3 | 1.9 |
| (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 | 92 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 18,990 | 7.6 |
| By Discretionary | ||
| Discretionary | 18,990 | 7.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 18,990 | 7.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 7.6 | |
| Total | 18,990 | 7.6 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Gregory Skidmore | Executive Officer | 6 | 3 | |
| Brandon Lacoff | Executive Officer | 6 | 2 | |
| Timothy Davidson | Executive Officer | 3 | 2 | |
| Jeffery Tomasulo | Executive Officer | 1 | 1 | |
| Paxton Kinol | Executive Officer | 1 | 1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001721242] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Clients | 109 (1 non-US) |
| Serves | Institutional, Retail, Research |
| Fund Types | Hedge Fund, Real Estate |
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