Belle River Capital Management LLC

RIASEC Registered
Total AUM
$48.8M
Discretionary
$48.8M
100% of AUM
Avg account
$394K
Accounts
124
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
325386
Fee structure
Percentage of AUM
Client types
  • Individuals93.72%
  • Pension & Profit Sharing Plans6.28%
Services
Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Belle River Capital Management LLC is a small, equity-focused registered adviser that delivers discretionary portfolio management to individuals, families and institutions. The firm charges fees based on a percentage of assets under management and implements client mandates largely through separately managed accounts. Investment activity is heavily weighted toward exchange-traded instruments, with equities and ETFs forming the core of deployed capital, while third‑party real estate funds are used as a sourced alternative exposure. The adviser does not position itself as an ESG investor and maintains a single-office operating model under an individual ownership structure.

Assets & Accounts

Public Holdings

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

Asset composition

Asset composition: Exchange Traded Equities 92%, State & Local Bonds 5%, US Government Bonds 1%, Investment Grade Corp Bonds 1%, Cash & Cash Equivalents 1%92%
  • Exchange Traded Equities92%
  • State & Local Bonds5%
  • US Government Bonds1%
  • Investment Grade Corp Bonds1%
  • Cash & Cash Equivalents1%

Owners & executives

1 of 1
  • Teddy Theriot

    Teddy Theriot

    Chief Financial OfficerCRD 2903857

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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Location

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Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth