Belleros Capital Management, LLC
Firm details
- Headquarters
- ,
- CRD number
- 332663
- Website
- www.belleroscm.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI69.77%
- Individuals30.23%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Belleros Capital Management, LLC is an independent, individually owned RIA organized as an LLC and state-registered in Maryland. The firm focuses on serving individuals and families, offering financial planning and discretionary portfolio management for individuals and small businesses. It also operates as an insurance broker, which shapes some of the product mix the firm uses with clients. Fees are charged as a percentage of assets under management and via fixed-fee arrangements. The firm does not market itself as an ESG investor and does not present as a multi-state or capital-allocating adviser.
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 Equities50%
- Public Funds/Mutual Funds40%
- Cash & Cash Equivalents10%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
Highlands Capital Corporation
RIANoah Investment Management, LLC
RIAEdwards Financial & Insurance Services
RIAAvalon Financial LLC
RIAClimbing Rose Capital LLC
RIAStellar Assets L.L.C.
RIAMemphis, TN