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Bellwood Capital Fund Advisors, LLC

CRD 158125SEC# 801-80694
Export (members)
No longer SEC-registered. Bellwood Capital Fund Advisors, LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$6.5M
Employees
2
Accounts
15
Location

Bellwood Capital Fund Advisors, LLC assets under management

Bellwood Capital Fund Advisors, LLC is an investment advisory firm registered with the SEC. It reports $6.5 million in regulatory assets under management and employs 2 people.

Bellwood Capital Fund Advisors, LLC owners & executives

1 reported
NameTitleOwnershipSince
Peter John Ebell ControlManaging Member And Chief Compliance OfficerOver 75%2008

Frequently asked questions

How much does Bellwood Capital Fund Advisors, LLC manage?

Bellwood Capital Fund Advisors, LLC reports $6.5 million in regulatory assets under management on its Form ADV.

How many employees does Bellwood Capital Fund Advisors, LLC have?

Bellwood Capital Fund Advisors, LLC reports 2 employees.

Does Bellwood Capital Fund Advisors, LLC disclose fund performance?

Bellwood Capital Fund Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Office hours9a.m.-5p.m.
Discloses disciplinary historyNo

Regulatory AUM

$6.5MNo change
Mar '25 — $6.5MApr '25 — $6.5MMay '25 — $6.5MJun '25 — $6.5MJul '25 — $6.5MAug '25 — $6.5MSep '25 — $6.5MOct '25 — $6.5MNov '25 — $6.5MDec '25 — $6.5MJan '26 — $6.5MFeb '26 — $6.5MMar '26 — $6.5MApr '26 — $6.5MMay '26 — $6.5MJun '26 — $6.5M
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 99%
Larger than 1% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers

Assets under management

$6.5Mregulatory AUM
Discretionary $6.5M