BELIADE
Firm details
- Headquarters
- New York, New York
- CRD number
- 315415
- Registered since
- July 2, 2021
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1Whitney Williams
Partner, CFOCRD 7395315
Contacts
1 of 1MARTIN DOLFI
Founder & Managing PartnerCRD 4821810
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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