Belle Isle Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Belle Isle Advisors is a state-registered investment adviser that provides discretionary and non-discretionary portfolio management, model portfolios, asset allocation, manager selection, and separate strategic and consulting services. Its clients include individuals, families, trusts, pension plans, corporations, nonprofit organizations, pooled investment vehicles, and general partner entities.
The firm primarily implements customized model portfolio frameworks and employs fundamental analysis, asset allocation modeling, and qualitative risk assessment to align portfolios with client objectives and constraints. Belle Isle offers both investment fiduciary services and separate non‑investment consulting engagements, and will accept discretionary authority only when expressly authorized in writing.
Belle Isle’s practice includes sponsor advisory services to pooled vehicles and an affiliation with Belle Isle Capital, LLC, an entity engaged in investment sponsorship and capital-related activities, which can involve receiving equity interests in sponsored offerings. The combination of sponsor advisory and liquidity/exit advisory work alongside traditional portfolio management — and servicing pooled vehicles and institutional-type clients — is a less common mix of services and client types for an independent adviser of this size.
Client services
Expertise
Fee options
Strategic advisory fixed fees typically range from $5,000 to $60,000; consulting fixed project fees from $5,000 to $50,000; sponsor advisory fixed retainers from $5,000 to $25,000 per month; liquidity & exit advisory fixed retainers from $5,000 to $25,000 per month; outcome advisory fixed fees between $5,000 to $100,000.
$0 - $1,000,000: 0.95% $1,000,000 - $3,000,000: 0.75% $3,000,000+: 0.65%
Consulting fees generally range from $200 to $400 per hour.
Sponsor advisory and liquidity & exit advisory retainers typically range from $2,500 to $25,000 per month; consulting monthly retainers from $2,500 to $20,000 per month.
Account minimum: $20,000 Fee-only: Typically 0.95% for first $1 million, 0.75% for next $2 million, 0.65% over $3 million; reduced fees for nonprofit (0.50%) and friends-and-family (0.25%) clients.
Main office
Oklahoma City OK
Advisors at this office
1
Most active in
Oklahoma
Also doing business as
Belle Isle Advisors · Belle Isle Advisors, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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:
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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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