Belgrave Square Advisors

Overview

Belgrave Square Advisors is a small, independent registered investment adviser operating as an LLC and focused on serving individual and family clients, along with a subset of small businesses. The firm charges fees based on a percentage of assets under management and centers its advisory work on financial planning and discretionary portfolio management. It is not positioned as an ESG investor, does not operate across multiple states, and does not present itself as a capital allocator or pension consultant. Investment posture is tilted toward pooled public funds and third‑party managed strategies rather than concentrated single‑stock portfolios. The adviser relies heavily on mutual funds and other collective vehicles to construct client portfolios, and supplements those core holdings with allocations to hedge funds, real estate and REITs when appropriate for client objectives.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices