Greenwich, CT 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
255 Glenville Road
Greenwich CT 06831
Advisors at this office
3
Advisors at this office
Daniel M
Series 66
Greenwich, CT
Belpointe Asset Management LLC
Daniel Morris is a financial advisor with Belpointe Asset Management LLC and holds a Series 66 designation. He has 15 years of industry experience, including roles at Belpointe since 2015 and at Just Write Inc. from 2010 to 2019. Outside of his advisory work, he serves as a board member of the Stamford Old Timers Athletic Association, a nonprofit that provides scholarships to student-athletes and youth sports organizations. Belpointe Asset Management is a multi-team registered investment adviser with over 160 advisors managing more than $7.5 billion for individuals, corporations, trusts, and other advisers. The firm offers discretionary investment management, financial planning, and retirement-plan consulting, utilizing customized portfolios through various advisory models and affiliated investment vehicles.
Pedro R
Series 66
Greenwich, CT
Belpointe Asset Management LLC
Pedro Ramirez Jr. is a financial advisor at Belpointe Asset Management LLC with 18 years of industry experience. He holds a Series 66 designation and has been with Belpointe since 2009. Outside of his advisory role, he is also an insurance producer with Belpointe Insurance, LLC. 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, utilizing customized portfolios and a range of investment strategies tailored to client objectives.
Brett C
Series 66
Greenwich, CT
Belpointe Asset Management LLC
Brett Ciarlo is a financial advisor at Belpointe Asset Management LLC with 18 years of industry experience. He holds a Series 66 designation and has worked at Lincoln Investment, Brokers International Financial Services, and D.H. Hill Securities. Outside of advising, he is involved in real estate sales with Brown Harris Stevens and works as an independent insurance agent focused on fixed insurance products. Belpointe Asset Management serves a diverse client base including individual investors, retirement plans, and corporations. The firm offers discretionary investment management and financial planning through customized portfolios, combining internal strategies with third-party managers and supporting a range of investment approaches from passive to tactical.
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