Investment adviser · CRD 143440
BELPOINTE ASSET MANAGEMENT LLC
Investment adviser filing (IA)
RENO, NV, United States · Form ADV filed May 13, 2026
- Regulatory AUM
- $7.58B Form ADV · Item 5.F
- Client accounts
- 18,990 Accounts, not individual clients
- Employees
- 236 Reported in this filing
- Advisory professionals
- 151 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 1,321 | $3,602,342,494 | 47.5% |
| Other investment advisers | Fewer than 5 | $1,949,137,949 | 25.7% |
| Individuals | 6,000 | $1,561,243,415 | 20.6% |
| Retirement plans | 168 | $305,841,433 | 4.0% |
| Corporations & businesses | 92 | $134,402,758 | 1.8% |
| Charities | 20 | $24,725,579 | 0.3% |
Filing source
Form ADV 2105539 · May 13, 2026 · 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
3 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
BELPOINTE MULTIFAMILY DEVELOPMENT FUND I, LPReal Estate Fund · Last reported Feb 9, 2021$32.3MGross asset value
Form D fundraising filings
Belpointe Multifamily Development Fund I, LP
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- No
- Administrator other than the adviser
- Yes
- External marketing
- No
SPICER JEFFRIES LLP
PCAOB 349
Fund details & source
- Fund ID
- 805-3107861482
- Reported beneficial owners
- 40
- Minimum commitment
- $2.5M
- Form D file number
- 021-177876
Form ADV 1492601 · Feb 9, 2021 · 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.
BELPOINTE ALPHAT PARTNERS LPHedge Fund · Last reported Mar 31, 2015$639KGross asset value
Form D fundraising filings
Provider details
- Annual audit
- No
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
INTERACTIVE BROKERS LLC
SEC 8-47257
Fund details & source
- Fund ID
- 805-8445464534
- Reported beneficial owners
- 2
- Minimum commitment
- $250K
- Form D file number
- 021-177842
Form ADV 900856 · Mar 31, 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.
BELPOINTE MERCATOR INTERNATIONAL, LPHedge Fund · Last reported Dec 18, 2013$0Gross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
INTERACTIVE BROKERS LLC
SEC 8-47257
Fund details & source
- Fund ID
- 805-5273242363
- Reported beneficial owners
- 2
- Minimum commitment
- $250K
Form ADV 773083 · Dec 18, 2013 · 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: May 13, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pension consulting · Selection of other advisers · Educational seminars
Compensation
Percentage of assets · Hourly · Fixed
Principal office
500 DAMONTE RANCH PARKWAY, BUILDING 700, UNIT 700RENO, NV, 89521, United States
CRD 143440
Filing source
Form ADV 2105539 · May 13, 2026 · 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.