|
Belpointe Asset Management LLC
✚
|
|
|---|---|
| CRD # | 143440 |
| SEC # | 801-69329 |
| CIK # | |
| AUM | $1.3 BB (100% Disc, 100% US) |
| Employees | 97 (95% Investors, 2% Brokers) |
| Phone | 480-646-3504 |
| Address | 3930 E Ray Road Phoenix, AZ 85044 |
| Source |
IAPD
Website
Twitter
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Facebook
Instagram
|
| Total AUM ($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 | ||
| View All | |||
| Holdings by Sector ($BB) |
|---|
| Type | Private Fund | Form D | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| HF | Belpointe Alphat Partners LP |
2012-05-08
|
0.5
|
0.6
|
| RE | Belpointe Multifamily Development Fund I LP |
2012-05-08
|
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 |
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|---|---|---|
|
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 |