Bellerive Capital, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
BelleRive Capital, LLC provides investment advisory services to individuals, high‑net‑worth individuals, and business entities, offering ongoing portfolio management and financial planning support. The firm prepares an Investment Policy Statement for each client, monitors accounts regularly, and may manage accounts on a discretionary or non‑discretionary basis.
The firm’s investment approach draws on multiple analytical methods — including fundamental, quantitative, technical, charting, cyclical analysis, and modern portfolio theory — and employs a broad set of strategies such as long‑ and short‑term trading, options, margin, short sales, and allocations to alternatives (real estate funds, venture capital, private placements) and cryptocurrencies. BRC documents client risk tolerances and seeks to act in a fiduciary capacity, while expressly disclosing material risks associated with leveraged and derivative strategies and with crypto and private investments.
Compared with many peers in the no‑active‑advisors category, BRC is notable for combining retail portfolio management for individuals with affiliated insurance‑selling activities, a relationship the firm discloses as creating potential conflicts of interest and which it says it will document and manage. The firm also reports no assets under management and no active SEC‑registered advisors, does not act as a private fund adviser, and requires clients to use a specified custodian for execution and custody.
Client services
Expertise
Fee options
$0 - $5,000,000: 0.89% $5,000,001 - $15,000,000: 0.79% $15,000,001 - $30,000,000: 0.69% $30,000,001 - $50,000,000: 0.59% $50,000,001+: 0.00%
Advisory fees are charged; commissions from insurance sales may be received by a supervised person but are not primary compensation.
Main office
Palm Beach Gardens FL
Advisors at this office
1
Most active in
Florida · Michigan
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:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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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.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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