Belle River Capital Management LLC
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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities92%
- State & Local Bonds5%
- US Government Bonds1%
- Investment Grade Corp Bonds1%
- Cash & Cash Equivalents1%
Owners & executives
1 of 1Teddy Theriot
Chief Financial OfficerCRD 2903857
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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