Investment adviser · CRD 158125

BELLWOOD CAPITAL FUND ADVISORS

Investment adviser filing (IA)

BELLWOOD CAPITAL FUND ADVISORS, LLC

· Form ADV filed Mar 14, 2025

Regulatory AUM
$6.52M
Form ADV · Item 5.F
Client accounts
15
Accounts, not individual clients
Employees
2
Reported in this filing
Advisory professionals
2
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
Individuals15$6,517,413100.0%
Filing source

Form ADV 1956386 · Mar 14, 2025 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

1 Private fund

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

BELLWOOD CAPITAL FUND LTDHedge Fund · Last reported Apr 2, 2015$7.5MGross asset value
Fund administrator DRAKE FUND ADVISORS LTD ROAD TOWN, British Virgin Islands Investor statements: No (provided to no investors) Related to adviser: No
Auditor SIEGRIST, CREE, ALESSANDI & STRAUSS WELLESLEY, Massachusetts, United States
Custodian GOLDMAN SACHS NEW YORK, New York, United States Related to adviser: No
Custodian JP MORGAN NEW YORK, New York, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No
Fund details & source
Fund ID
805-4579821938
Reported beneficial owners
3
Minimum commitment
$100K

Form ADV 907018 · Apr 2, 2015 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Mar 14, 2025. View historical filings

Reported services

Individual portfolio management · Business portfolio management

Compensation

Percentage of assets

Principal office

CRD 158125

Filing source

Form ADV 1956386 · Mar 14, 2025 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.