Belvedere Advisors LLC is a large advisory firm based in San Francisco. It manages $1.92 billion of regulatory assets for 45 client accounts. It has been registered with the SEC as an adviser since 2015 and has operated in the jurisdiction of California.
Belvedere Advisors provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and publication of newsletters. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Belvedere Advisors LLC is $1.92 billion. The firm's AUM has grown by 1818% since the beginning of its operation, and $2 million of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Belvedere Advisors LLC for their services and products based on a percentage of assets under management, subscription fees, fixed fees, and performance-based fees. Subscribers pay a regular fee for the advisory firm’s newsletter or periodical. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, other investment advisers, and high net worth individuals. The largest group of clients of Belvedere Advisors is other investment advisers with 17 clients and $1.91 billion of assets under management. Among the 10 most similar advisory firms, Belvedere Advisors has the highest percentage of other investment advisers out of all clients.
The amount of regulatory assets under management is $1.92 billion for 45 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 1% of the firm’s clients are foreign persons or businesses.
Belvedere Advisors doesn't advise any private funds.
The company employs 8 people that are either part- or full-time employees. 25 percent of the employees work as investment advisers or researchers. 2 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Belvedere Advisors LLC performs its advisory services is located at 2 Embarcadero Center, San Francisco, CA 94111, which is also the mailing address of the firm. An additional office of the firm is in Tiburon, CA. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 415-839 5239. The normal business hours are 8am - 6pm on Monday - Friday. You can find more information about the New York firm at beladv.com.