Belvedere Trading LLC

Broker-DealerFINRA MemberEst. 2005
Total AUM
Advisory reps
220
Avg account
$0

Firm details

Headquarters
Chicago, Illinois
CRD number
132605
Registered since
January 3, 2005

Firm profile

FINTRX

Overview

Belvedere Trading LLC is organized as a limited liability company and has been SEC-registered since 2005. The firm is identified as a domestic entity/individual ownership type and is not classified as a capital allocator. The snapshot information flags that Belvedere is not an active ESG investor, is not registered as a multi-state adviser, and does not present itself as a pension consultant or related adviser. Its public filings and position data point to large-scale trading activity rather than traditional advisory relationships with external clients.

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

Owners & executives

3 of 3
  • Thomas Hutchinson

    Thomas Hutchinson

    President, CEOCRD 3095382

  • Yezdaan Baber

    Yezdaan Baber

    CEOCRD 6229007

  • Brandon Jones

    Chief Compliance OfficerCRD 6469268

Contacts

3 of 217
  • Zhu Ning

    Quantitative ResearcherCRD 4771062

  • Lisa Muehlfelt

    Lisa Muehlfelt

    ControllerCRD 2535566

  • Mark Jones

    Mark Jones

    TraderCRD 2604251

Unlock 214 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 250

Active vs passive

$253M in ETFs

Passive

64%

$163M

Active

3%

$90M

ETFProviderStyleCategoryValueShares% of portfolio
ROUNDHILL MEMORY ETF (DRAM)$25M338,0139.87%

Location

Primary office

Chicago, IL

Cook

Location

Chicago, IL

Headquartered in Chicago, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.

Metro area
Chicago-Naperville, IL-IN-WI
Region
Midwest
County
Cook
Address
10 S Riverside Plz
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth