Belle Isle Advisors
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
Belle Isle Advisors, LLC is a state-registered investment adviser formed in 2026 that provides discretionary and non‑discretionary portfolio management and investment advice to individuals, families, trusts, pension plans, corporations, nonprofits, and pooled investment vehicles, including general partner entities. The firm also offers non‑advisory consulting and separate strategic, sponsor, and liquidity & exit advisory services under written agreements.
The firm primarily implements model portfolio frameworks that can be customized to client objectives and may be managed on a discretionary or non‑discretionary basis depending on the client agreement. In addition to AUM‑based portfolio management, Belle Isle provides fixed‑fee and retainer‑based strategic and sponsor advisory engagements, and will accept discretionary authority only when expressly authorized in writing.
Belle Isle is affiliated with Belle Isle Capital, LLC, an entity engaged in investment sponsorship and capital‑related activities, and may provide sponsor or manager advisory services to pooled vehicles and sponsored programs, with potential conflicts addressed by disclosure and internal policies. The firm’s combination of sponsor advisory and liquidity/exit advisory services alongside traditional portfolio management, provided at initial registration as a newly formed adviser, is a distinguishing feature relative to many independent advisory firms.
Client services
Portfolio management
Selection of other advisers
Non-discretionary investment advisory, diligence, and strategic advisory services to sponsors, managers, and other entities.
Non-discretionary investment advisory, diligence, and strategic advisory services to sponsors, managers, and other entities.
Expertise
Liquidity event planning
Business exit / sale strategy
Fee options
Fixed project fees typically ranging from $5,000 to $60,000 per engagement for Strategic Advisory; $5,000 to $50,000 per engagement for Consulting; $5,000 to $25,000 per month for Sponsor Advisory retainer; $5,000 to $25,000 per month for Liquidity & Exit Advisory Retainer; Outcome Advisory Fee fixed between $5,000 and $100,000
$0 - $1,000,000: 1.15% $1,000,000 - $3,000,000: 1.00% $3,000,000+: 0.75%
Hourly fees generally ranging from $200 to $400 per hour
Monthly retainers typically ranging from $2,500 to $20,000 for Consulting; $5,000 to $25,000 per month for Sponsor Advisory and Liquidity & Exit Advisory Retainers
Account minimum: $20,000
Main office location
Belle Isle Advisors
Oklahoma City OK, United States
Number of offices
1
Most active in
Belle Isle Advisors has reported serving >5 clients in these states in the last 12 months.
Oklahoma
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Forms ADV
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