Belpointe Asset Management LLC
- Assets, Funds, Holdings
| Belpointe Asset Management LLC
|
| CRD # | 143440 |
| SEC # | 801-69329 |
| CIK # | 0001721242 |
| AUM |
7,577.7 M (2026-05-13)
|
| Employees |
236 (64% Investors, 6% Brokers)
|
| Fees | |
| Minimum |
|
| Phone | 203-629-3300 |
| Address | 500 Damonte Ranch Parkway
Reno, NV 89521 |
| Source |
[IAPD]
[EDGAR]
[Website] [LinkedIn] [Facebook] [Instagram]
|
|
Total AUM ($B)
|
|
|
| Holdings by Sector ($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 |
| 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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