BELLEAIR ASSET MANAGEMENT, LLC

Overview

Belleair Asset Management, LLC is an independent RIA that manages concentrated portfolios for individual and family clients, with a fee model that combines percentage-of-AUM and fixed fees. The firm acts as a capital allocator and provides financial planning, direct portfolio management for individuals and small businesses, pension consulting, and the selection of outside advisers. Belleair is not positioned as an ESG-driven manager and operates with a relatively focused footprint rather than a multi-state advisory footprint. Investment activity shows a clear tilt toward public funds and mutual funds, supplemented by deliberate use of alternatives — specifically private placements and real estate — when appropriate for client objectives. The firm’s public-market allocations lean heavily into ETFs and indexed vehicles, suggesting a preference for liquidity and low-cost exposure in core sleeve(s), while alternatives are used to add diversification and income/return enhancement.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices