BELIADE

Exempt Reporting AdvisorFINRA MemberEst. 2021
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
315415
Registered since
July 2, 2021

Firm profile

FINTRX

Overview

Beliade is organized as a limited partnership and became SEC-registered in 2021. The ownership is listed as an individual, and the firm is classified as unclassified in the available data. It is not identified as a capital allocator, it does not report active ESG investing, and it is not designated a multi-state adviser. Public descriptions of its fee schedule, client segmentation, or day-to-day advisory activities were not provided.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Whitney Williams

    Partner, CFOCRD 7395315

Contacts

1 of 1
  • MARTIN DOLFI

    Founder & Managing PartnerCRD 4821810

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
NEW YORK
Address
31 Hudson Yards
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth