AUM
Employee Count
Main Office
| Discretion | AUM |
|---|---|
| Discretionary | $0.0 |
| Non-Discretionary | $0.0 |
| Total | $0.0 |
| Client | AUM |
|---|---|
| Retail | $0.0 |
| Pooled | $0.0 |
| Institutional | $0.0 |
| Total | $0.0 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 0 | $0.0 |
| Average Individual AUM | $0 | |
| HNW | 0 | $0.0 |
| Average HNW AUM | $0 | |
| Retail Total | 0 | $0.0 |
| Average Retail AUM | $0 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
| Custodian | Location | AUM |
|---|
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $0.0 |
| Retail SMA AUM | $0.0 |
| Institutional SMA AUM | $0.0 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 0% | $0.0 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 0% | $0.0 |
| Municipal | 0% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 0% | $0.0 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 0% | $0.0 |
| Other Pools | 0% | $0.0 |
| Cash | 0% | $0.0 |
| Other | 0% | $0.0 |
| Total | 0% | $0.0 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
| Affiliates | AUM | Business Types | CRD Number |
|---|---|---|---|
| BELPOINTE ASSET MANAGEMENT LLC | $6.0 | 143440 | |
| FUND ASSET MANAGERS, LLC | $0.0 | 315856 | |
| GREEN ROCK INSURANCE, LLC | $0.0 | - | |
| GREENWICH LEGAL, LLC | $0.0 | law firm | - |
| GREENWICH ACCOUNTING & TAX SERVICES, LLC | $0.0 | accountancy | - |
| COLLABORATIVE RETIREMENT TRUST, LLC | $0.0 | - | |
| CREST RISK MANAGEMENT, LLC | $0.0 | - | |
| BELPOINTE SPECIALTY INSURANCE, LLC | $0.0 | - | |
| GREENWICH LEGAL ASSOCIATES, LLC | $0.0 | law firm | - |
| BELPOINTE PREP MANAGER, LLC | $0.0 | - | |
| BELPOINTE SO GP, LLC | $0.0 | - | |
| COLLABORATIVE INSURANCE SERVICES, LLC | $0.0 | - | |
| MILBANK INVESTMENT PARTNERS, LLC | $0.0 | - | |
| PARKLANDS INVESTMENT PARTNERS, LLC | $0.0 | - | |
| BELPOINTE REAL ESTATE PARTNERS, LLC | $0.0 | - |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
12 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 |
| VINCETTI, BELENA, GAY | CHIEF COMPLIANCE OFFICER |
ADVDB.CO • SOURCE: SEC
| No representatives found with matching CRD |
ADVDB.CO • SOURCE: SEC
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-06-02 | $0.0 | $0.0 | 0% | 9 | 0 | 0% |
| 2025-04-21 | $0.0 | $0.0 | 0% | 9 | 0 | 0% |
| 2024-04-02 | $0.0 | $0.0 | 0% | 7 | 2 | 29% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
| STATE REGISTRATIONS |
| NV, NV-08/31/2023, WI-08/31/2023 |
| ADVISER ACTIVITIES |
|
PORTFOLIO MANAGEMENT (RIC) |
| OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV