The BELPOINTE ASSET MANAGEMENT GROUP is a privately held investment adviser that advises $9.4Bn in regulatory assets under management held in 2 SEC fund types across 3 investment strategies. BELPOINTE ASSET MANAGEMENT GROUP 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 352.41% over the last 5-years.
The Group has been registered with the SEC for 18.13 years and is comprised of 4 filing and 0 relying advisers. They operate out of 48 office locations with their Headquarters at 500 DAMONTE RANCH PARKWAY BUILDING 700, UNIT 700, RENO, NEVADA. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 323 employees comprised of 220 investment and 103 non-investment staff. The total number of Employees increased by 99.38% over the last 5-years.
Their $9.4Bn in assets advised are owned by 4 private funds, 3 public funds and BDCs and 327 other accounts. Assets of High Net Worth Individuals clients own $4.64Bn or 49.39% of Total Assets and Individuals own $2.04Bn or 21.67% of Total Assets.
The Group's top investment strategies include Multi Strat, Derivatives and Early Stage, representing 100%, 0% and 0% of total assets, respectively.
They advise 8 types of clients, top clients are High Net Worth Individuals and Individuals.
The Group uses 3 Fund Administrators, 2 Fund Auditors, 1 Prime Brokers, 2 Custodians and 3 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses fixed fees, management fees and performance-based fees.
BELPOINTE ASSET MANAGEMENT GROUP names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 2 funds.