Coral Gables, FL Ponce De Leon. Blvd 1103 Office
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Belpointe Asset Management LLC
Multi-team
Firm-wide stats for Belpointe Asset Management LLC
About
Belpointe Asset Management is a multi‑team registered investment adviser with more than 160 advisors and manages over $7.5 billion for several thousand clients. The firm provides discretionary investment management, financial planning, and retirement‑plan consulting to individuals (including high‑net‑worth clients), corporations, trusts and other investment advisers.
Belpointe implements customized portfolios through advisor‑specific styles, model portfolios, and co‑ or sub‑advisory relationships with third‑party managers, and it commonly exercises discretionary trading authority for client accounts. The firm also offers a wrap‑fee program and at times integrates proprietary and affiliate‑advised public and private funds into client models, a practice that can produce layered fees when third‑party models (e.g., Rareview) use affiliated funds.
Belpointe’s organizational structure includes several features that are uncommon among peers: it sponsors and provides administrative services to affiliated funds, serves as a service and technology provider to other advisers (including back‑office support and loans), and sponsors a multiple‑employer retirement trust; it also sponsors real‑estate vehicles (including a publicly traded REIT vehicle and single‑purpose SPVs) and is affiliated with legal entities that pursue securities claims. These affiliated relationships can create potential conflicts of interest, which the firm discloses and says it addresses through due diligence, disclosure practices and client opt‑out mechanisms.
Based on Belpointe Asset Management LLC
Expertise
Based on Belpointe Asset Management LLC
Location
1600 Ponce De Leon. Blvd 1103
Coral Gables FL 33134
Advisors at this office
3
Advisors at this office
Rushi N
Series 65, Series 66
Coral Gables, FL
Belpointe Asset Management LLC
Rushi Nagalla is an advisor at Belpointe Asset Management LLC with Series 65 and Series 66 credentials. He has been with Belpointe since 2025 and is also a minority owner of Cornell Dermatology LLC, where he contributes to financial statements and patient workflows. Nagalla has prior experience at Oregon Teledermatology LLC and Babson College. Belpointe Asset Management serves a diverse client base including individual investors, retirement plans, corporations, and other advisers. The firm offers discretionary investment management, financial planning, and retirement plan consulting with customized portfolios that utilize passive, active, tactical, and blended strategies tailored to client objectives.
Charles Z
Series 65
Coral Gables, FL
Belpointe Asset Management LLC
Charles Zimmerer is a financial advisor at Belpointe Asset Management LLC with 12 years of industry experience. He holds a Series 65 designation and has worked at several firms including Slow Capital, Inc and Brickell Opus Wealth Management LLC. In addition to his advisory role, Zimmerer is an attorney and CPA with his own law office and accounting practice. He also serves on the boards of the Brevard Hispanic Center, Inc. and the Florida Association of Attorney-Certified Public Accountants, Inc. Belpointe Asset Management serves a diverse client base including individual investors, retirement plans, corporations, and investment companies. The firm offers discretionary investment management, financial planning, and retirement plan consulting, employing a range of strategies from passive to tactical tailored to client objectives. Belpointe is notable for its affiliated businesses and product sponsorships alongside its advisory services, including proprietary funds and back-office support for other advisers.
Alexander T
Series 63, Series 65
Coral Gables, FL
Belpointe Asset Management LLC
Alexander Tecle is a financial advisor at Belpointe Asset Management LLC with 18 years of industry experience. He previously worked at Fidelity Investments, Anthem Advisors, and Slow Capital. Tecle serves on the boards of Bahamas Marine Ecocentre, a marine science research organization, and Nu Deco Ensemble, a nonprofit organization. Belpointe Asset Management is a multi-team registered investment adviser with over 160 advisors managing more than $7.5 billion. The firm offers discretionary investment management, financial planning, and retirement-plan consulting to individuals, corporations, trusts, and other advisers through customized portfolios and various advisory relationships.
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