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Belpointe Asset Management LLC

● SEC registered since 2008CRD 143440SEC# 801-69329Reno, NV
Export (members)
Reg. AUM
$7.58B
Employees
236
Accounts
18,990
Location
Reno, NV

Belpointe Asset Management LLC assets under management

Belpointe Asset Management LLC is an SEC-registered investment adviser based in Reno, NV. The firm has been registered since 2008. It reports $7.6 billion in regulatory assets under management and employs 236 people.

Belpointe Asset Management LLC owners & executives

15 reported
NameTitleOwnershipSince
Belena Gay Vincetti ControlChief Compliance OfficerUnder 5%2021
Belpointe Financial Holdings, LLC ControlMemberOver 75%2007
Carla Marie Ballard ControlSenior Vice President Of Account ServicesUnder 5%2021
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Frequently asked questions

How much does Belpointe Asset Management LLC manage?

Belpointe Asset Management LLC reports $7.6 billion in regulatory assets under management on its Form ADV.

How many employees does Belpointe Asset Management LLC have?

Belpointe Asset Management LLC reports 236 employees.

Where is Belpointe Asset Management LLC located?

Belpointe Asset Management LLC is based in Reno, NV and has been SEC-registered since 2008.

Does Belpointe Asset Management LLC disclose fund performance?

Belpointe Asset Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address500 Damonte Ranch Parkway, Building 700, Unit 700, Reno, NV 89521
Phone2036293300
Fax2036293300
Office hours9 a.m. To 5 p.m.
SEC regionLos Angeles Regional Office (LARO)
Discloses disciplinary historyNo

Regulatory AUM

$7.58B▲ 26%
Mar '25 — $6.01BApr '25 — $6.01BMay '25 — $6.01BJun '25 — $6.01BJul '25 — $6.01BAug '25 — $6.01BSep '25 — $6.01BOct '25 — $6.01BNov '25 — $6.01BDec '25 — $6.01BJan '26 — $6.01BFeb '26 — $6.01BMar '26 — $7.58BApr '26 — $7.58BMay '26 — $7.58BJun '26 — $7.58B
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 10%
Larger than 90% of 16,271 advisers
EmployeesTop 3%
More than 97% of 16,825 advisers

Assets under management

$7.58Bregulatory AUM
Discretionary $7.58B