The BELLATORE FINANCIAL is a privately held investment adviser that advises $1.14Bn in regulatory assets under management held in 1 SEC fund types across 1 investment strategies. BELLATORE FINANCIAL is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 13.12% over the last 5-years.
The Group has been registered with the SEC for 18.92 years and is comprised of 2 filing and 0 relying advisers. They operate out of 3 office locations with their Headquarters at 1790 HUGHES LANDING BLVD SUITE 575, THE WOODLANDS, TEXAS. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 13 employees comprised of 5 investment and 8 non-investment staff. The total number of Employees decreased by 13.33% over the last 5-years.
Their $1.14Bn in assets advised are owned by 1 private fund, 0 public funds and BDCs and 21 other accounts. Assets of High Net Worth Individuals clients own $806.55mn or 70.48% of Total Assets and Individuals own $226.94mn or 19.83% of Total Assets.
The Group's top investment strategies include Multi Strat, representing nan% of total assets, respectively.
They advise 5 types of clients, top clients are High Net Worth Individuals and Individuals.
The Group uses 1 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 1 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses fixed fees and management fees.
BELLATORE FINANCIAL names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.