BELPOINTE ASSET MANAGEMENT LLC
Latest filing: Mar 31, 2025 (91 days ago)
AUM
$6,010,457,854
40% change vs. 1 year ago
79% change vs. 3 years ago
247% change vs. 5 years ago
1920% change vs. 10 years ago
Employee Count
236
10% change vs. 1 year ago
11% change vs. 3 years ago
102% change vs. 5 years ago
1867% change vs. 10 years ago
Main Office
RENO, NV
500 DAMONTE RANCH PARKWAY, RENO, NV, UNITED STATES, 89521
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $6.0 |
| Non-Discretionary | $0.0 |
| Total | $6.0 |
| Client | AUM |
|---|---|
| Retail | $4.1 |
| Pooled | $0.0 |
| Institutional | $1.9 |
| Total | $6.0 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 5,852 | $2.3 |
| Average Individual AUM | $390,205 | |
| HNW | 457 | $1.9 |
| Average HNW AUM | $4,076,250 | |
| Retail Total | 6,309 | $4.1 |
| Average Retail AUM | $657,208 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|---|---|
| CHARLES SCHWAB & CO., INC. | SAN FRANCISCO-CA-USA | $3.0 |
| FIDELITY BROKERAGE SERVICES LLC | SMITHFIELD-RI-USA | $0.4 |
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $6.0 |
| Retail SMA AUM | $4.1 |
| Institutional SMA AUM | $1.9 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 28% | $1.7 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 5% | $0.3 |
| Municipal | 2% | $0.1 |
| Sovereign | 0% | $0.0 |
| IG Credit | 1% | $0.1 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 44% | $2.6 |
| Other Pools | 4% | $0.2 |
| Cash | 16% | $1.0 |
| Other | 0% | $0.0 |
| Total | 100% | $6.0 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Affiliates
| Affiliates | AUM | Business Types | CRD Number |
|---|---|---|---|
| PALMERSTON GROUP ADVISORS, L.L.C. | $0.1 | 128733 | |
| COLLABORATIVE FUND ADVISORS, LLC | $0.0 | 327121 | |
| KEY CONCERNS INC | $0.0 | 124598 | |
| BEALL FINANCIAL PLANNING, INC. | $0.0 | 125697 | |
| FUND ASSET MANAGERS, LLC | $0.0 | 315856 | |
| BELPOINTE SO GP, LLC | $0.0 | - | |
| A&W INVESTMENT, LLC | $0.0 | - | |
| GREENWICH LEGAL ASSOCIATES, LLC | $0.0 | law firm | - |
| BROOKS & ASSOCIATES CPAS, INC. | $0.0 | accountancy | - |
| BELPOINTE REAL ESTATE PARTNERS, LLC | $0.0 | - | |
| GREENWICH ACCOUNTING & TAX SERVICES, LLC | $0.0 | accountancy | - |
| JIM CIURLIK CONSULTING, INC. | $0.0 | accountancy | - |
| KIMMEL CONSULTING, LLC | $0.0 | accountancy | - |
| TERRY RABE, CPA | $0.0 | accountancy | - |
| CHARLES J. ZIMMERER PA | $0.0 | accountancy, law firm | - |
| BELPOINTE SPECIALTY INSURANCE, LLC | $0.0 | - | |
| TAX ADVISORY CONSORTIUM, INC. | $0.0 | accountancy | - |
| BOROUGH ANNUITY AND INSURANCE CENTER, INC. | $0.0 | - | |
| CFE BCN I HOLDINGS, LLC | $0.0 | - | |
| COLLABORATIVE RETIREMENT TRUST, LLC | $0.0 | - | |
| MOSHER & ASSOCIATES | $0.0 | - | |
| PEAKRIDGE ACCOUNTING, LLC | $0.0 | accountancy | - |
| EP TREMBLAY & ASSOCIATES, INC. | $0.0 | accountancy | - |
| HORST & JAGER, LLC | $0.0 | accountancy | - |
| AM TAX PLANNING | $0.0 | accountancy | - |
| ROBERT G. THOMPSON CPA, PA | $0.0 | accountancy | - |
| COLLABORATIVE INSURANCE SERVICES | $0.0 | - | |
| PALMERSTON CAPITAL MANAGEMENT | $0.0 | - | |
| MILBANK INVESTMENT PARTNERS, LLC | $0.0 | - | |
| PARKLANDS INVESTMENT PARTNERS, LLC | $0.0 | - | |
| PALMERSTON GROUP INDEMNITY SOLUTIONS LLC | $0.0 | - | |
| TRAN FINANCIAL NETWORK | $0.0 | accountancy | - |
| BELPOINTE PREP MANAGER, LLC | $0.0 | - | |
| WILLIAM SCHMIDT, CPA | $0.0 | accountancy | - |
| GREENWICH LEGAL, LLC | $0.0 | law firm | - |
| GRELLE, JUMP & COMPANY, LLC | $0.0 | accountancy | - |
| HOLSINGER PC | $0.0 | accountancy | - |
| GREEN ROCK INSURANCE, LLC | $0.0 | - | |
| LONG CLAYPOLE BLAKLEY LAW, PLC | $0.0 | law firm | - |
| CREST RISK MANAGEMENT, LLC | $0.0 | - | |
| ANTHEM RISK MANAGEMENT, LLC | $0.0 | - |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Control Persons
16 active
| Name | Title |
|---|---|
| SKIDMORE, GREGORY, HASBROUCK | CHIEF EXECUTIVE OFFICER, MEMBER |
| LACOFF, BRANDON, ERIC | MEMBER |
| LACOFF, MARTIN, SHEPARD | TRUSTEE |
| LACOFF, BROOKS, ETHAN | BENEFICIARY |
| LACOFF, ZACHARY, DAVID | BENEFICIARY |
| LACOFF, SKYLAR, ANN | BENEFICIARY |
| NELSON, DAVID, CHARLES | CHIEF STRATEGY OFFICER |
| STIRTON, SHANE, ROY | PRESIDENT & CHIEF OPERATING OFFICER |
| VINCETTI, BELENA, GAY | CHIEF COMPLIANCE OFFICER |
| CARPINELLA, ELIZABETH, MORROW | SENIOR VP OF FINANCE |
| ROBERTSON, EDWARD, LIVINGSTON | CHIEF TECHNOLOGY OFFICER |
ADVDB.CO • SOURCE: SEC
Representatives
142 active representatives found, showing 20 random
| Name | City | State | Exams | Designations | |||||
|---|---|---|---|---|---|---|---|---|---|
| DARIEN VVENKER | RENO | NV | S66|2021-12-20 | ||||||
| GEORGE SCOTT | RENO | NV | S63|1997-02-12|S65|1998-11-24 | ||||||
| KURT ZIPP | RENO | NV | S66|2007-05-11 | CERTIFIED FINANCIAL PLANNER | |||||
| MARIAN WHITE | RENO | NV | S63|1988-04-15 | CERTIFIED FINANCIAL PLANNER | |||||
| JOHN MASCIANDARO | RENO | NV | S66|2015-09-21 | CERTIFIED FINANCIAL PLANNER | |||||
| GARRETT DEVINE | RENO | NV | S63|1998-09-09|S65|1998-09-11 | ||||||
| NATHAN LEWIS | RENO | NV | S66|2013-01-24 | ||||||
| DEVERY CAGLE | RENO | NV | S63|1997-12-31|S65|2004-04-15 | CERTIFIED FINANCIAL PLANNER | |||||
| ROBERT BESEKE | RENO | NV | S63|2000-09-07|S65|2005-07-11 | ||||||
| JOSEPH SCHRECK | RENO | NV | S66|2009-01-22 | CERTIFIED FINANCIAL PLANNER | |||||
| JUDE KAVE | RENO | NV | S66|2013-11-11 | ||||||
| JARRETT MEADORS | RENO | NV | S63|2008-02-08|S65|2008-02-23 | ||||||
| DIANE WATSON | RENO | NV | S66|2019-12-12|S63|2019-09-16 | ||||||
| SCOTT MOSHER | RENO | NV | S66|2012-07-18 | ||||||
| JAMES LOMBARDO | RENO | NV | S63|1994-10-13|S66|2007-12-31 | ||||||
| PEDRO RAMIREZ | RENO | NV | S66|2008-01-29 | ||||||
| CHARLES BALIS | RENO | NV | S63|1980-01-08 | ||||||
| JAMES CIURLIK | RENO | NV | S63|2007-09-14|S65|2014-07-14 | ||||||
| STANLEY SAKALOWSKI | RENO | NV | S63|2002-05-02|S65|2013-04-24 | ||||||
| SEAN NISIL | RENO | NV | S63|2007-09-28|S65|2011-11-19 | CERTIFIED FINANCIAL PLANNER | |||||
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-06-02 | $6.0 | $0.0 | 0% | 236 | 0 | 0% |
| 2025-04-21 | $6.0 | $0.0 | 0% | 236 | 0 | 0% |
| 2024-04-02 | $4.3 | $1.7 | 40% | 215 | 21 | 10% |
| 2023-04-04 | $3.9 | $2.2 | 56% | 226 | 10 | 4% |
| 2022-04-01 | $3.4 | $2.7 | 79% | 212 | 24 | 11% |
| 2021-04-05 | $2.1 | $3.9 | 190% | 155 | 81 | 52% |
| 2020-04-01 | $1.7 | $4.3 | 247% | 117 | 119 | 102% |
| 2019-04-01 | $1.0 | $5.0 | 491% | 96 | 140 | 146% |
| 2018-04-02 | $1.0 | $5.0 | 491% | 96 | 140 | 146% |
| 2017-04-01 | $0.6 | $5.4 | 865% | 63 | 173 | 275% |
| 2016-04-01 | $0.3 | $5.7 | 1903% | 33 | 203 | 615% |
| 2015-04-01 | $0.3 | $5.7 | 1920% | 12 | 224 | 1867% |
| 2014-04-01 | $0.2 | $5.8 | 2940% | 14 | 222 | 1586% |
| 2013-04-01 | $0.2 | $5.8 | 2756% | 14 | 222 | 1586% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| NV, AK-04/03/2018, AL-05/12/2016, AR-03/31/2021, AZ-01/07/2011, CA-01/07/2011, CO-06/13/2017, CT-06/19/2008, DC-04/03/2018, DE-03/31/2021, FL-06/19/2009, GA-01/07/2011, HI-01/07/2011, IA-04/01/2019, ID-07/30/2018, IL-08/02/2017, IN-09/21/2017, KS-05/12/2016, KY-08/20/2017, LA-01/07/2011, MA-08/20/2017, MD-01/07/2011, ME-04/03/2018, MI-03/15/2016, MN-08/20/2017, MO-01/07/2011, MS-04/01/2019, MT-03/31/2021, NC-04/04/2016, ND-04/01/2019, NE-04/03/2018, NH-06/19/2008, NJ-09/18/2009, NM-08/20/2017, NV-11/24/2015, NY-06/19/2008, OH-08/31/2009, OK-01/13/2016, OR-06/09/2017, PA-01/07/2011, PR-01/07/2011, RI-06/09/2017, SC-11/24/2015, SD-04/01/2019, TN-04/13/2017, TX-01/07/2011, UT-08/20/2017, VA-11/24/2015, VT-02/01/2011, WA-08/20/2017, WI-12/01/2015, WV-03/31/2021, WY-03/31/2021 |
| ADVISER ACTIVITIES |
|
FINANCIAL PLANNING PORTFOLIO MANAGEMENT PENSION CONSULTING MANAGER SELECTION EDUCATIONAL WORKSHOPS |
| OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV