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| Happy Holidays!! thanks for using AUM13F!! |
| Belpointe Asset Management LLC
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| CRD # | 143440 |
| SEC # | 801-69329 |
| CIK # | 0001721242 |
| AUM | $6.0 B (2025-07-17) |
| Employees | 236 (64% Investors, 6% Brokers) |
| Phone | 203-629-3300 |
| Address | 500 Damonte Ranch Parkway Reno, NV 89521 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0001721242 |
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| ServiceNow Inc | 0.2 | ||
| Nvidia Corp | 0.1 | ||
| Apple Inc | 0.1 | ||
| Badger Meter Inc | 0.0 | ||
| Microsoft Corp | 0.0 | ||
| Amazon Com Inc | 0.0 | ||
| Facebook Inc | 0.0 | ||
| Belpointe PREP LLC | 0.0 | ||
| Tesla Motors Inc | 0.0 | ||
| Netflix Inc | 0.0 | ||
| Prev | Page 1 | Next | |||
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| RE | Belpointe Multifamily Development Fund I LP | [2017-08-20] | 0.0 | 32.3 |
| HF | Belpointe Alphat Partners LP | [2012-04-25] | 0.5 | 0.6 |
| HF | Belpointe Mercator International LP | 2012-04-25 | 0.0 |
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 5,852 | 2.3 |
| (b) Individuals (high net worth individuals) | 457 | 1.9 |
| (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 | 133 | 0.2 |
| (h) Charitable organizations | 10 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 3 | 1.5 |
| (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 | 74 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 14,788 | 6.0 |
| By Discretionary | ||
| Discretionary | 14,788 | 6.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 14,788 | 6.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 6.0 | |
| Total | 14,788 | 6.0 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| Gregory Skidmore | 6 | ||
| Brandon Lacoff | 6 | ||
| Timothy Davidson | 3 | ||
| Jeffery Tomasulo | 1 | ||
| Paxton Kinol | 1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001721242] |
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|---|---|---|
|
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CA | 39.8 |
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CA | 27.7 |
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Fortis Advisors LLC
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Corestates Capital Advisors LLC
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|
Circle Squared Alternative Investments LLC
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NJ | 0.0 |