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BELLEAIR ASSET MANAGEMENT, LLC
BELLEAIR ASSET MANAGEMENT, LLC (CRD# 290882) is an SEC-Registered Investment Advisor (RIA), headquartered in Belleair Bluffs, FL. The SEC approved the firm to operate as an RIA in Dec 2017. In Mar 2018, the firm reported total Regulatory Assets Under Management (RAUM) of $112.4 Million, and has discretion over 58% of those assets.   Pooled investment vehicles (Private Funds) account for 0% of RAUM.   Non-US investors represent 0% .  
 
BELLEAIR ASSET MANAGEMENT, LLC also reported in Mar 2018:
  • 3 employees, with 1 performing advisory functions.
  • One office location.
  • No registrations with foreign financial regulatory authorities.
  • NO OPERATIONS as a Commodity Pool Operator (CPO) or Commodity Trading Advisor (CTA).
BELLEAIR ASSET MANAGEMENT, LLC has no disclosure events reported to the SEC at this time.
 

View BELLEAIR ASSET MANAGEMENT, LLC's most recent Form ADV filing
 


BELLEAIR ASSET MANAGEMENT, LLC has Notice Filings with the following State Securities Authorities: FL-Dec 2017, TX-Mar 2018

Disclaimer:  The information presented above was gleaned from the SEC website and is believed to be accurate.  FindingFraud.org is presenting this data for informational purposes only and assumes no responsibility for errors or omissions.  Please note that we are aware of many instances where RIAs provided erroneous data to the SEC.  Feel Free to contact FindingFraud.org with questions or concerns.