Tarrytown, NY 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
120 White Plains Road, Ste 112
Tarrytown NY 10591
Advisors at this office
3
Advisors at this office
John M
CFP®, Series 66
Tarrytown, NY
Belpointe Asset Management LLC
John Masciandaro is a CFP® with seven years of industry experience, currently serving as a financial advisor at Belpointe Asset Management LLC since 2017. Prior to joining Belpointe, he worked at LPL Financial and National Planning Corporation. His other business activities include acting as an agent in the sale of life settlements and fixed insurance products. Belpointe Asset Management serves a diverse client base including individual investors, retirement plans, and corporations. The firm provides discretionary investment management, financial planning, and consulting services, utilizing customized portfolios and a range of investment strategies tailored to client objectives and risk tolerance.
William W
Series 63, Series 65
Tarrytown, NY
Belpointe Asset Management LLC
William White is a financial advisor with Belpointe Asset Management LLC, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has worked at Belpointe since 2017 and previously held roles at Lexco Wealth Management Inc, Calder Service Systems, and National Planning Corp. White is also involved in selling life settlements and fixed insurance products on a limited basis. Belpointe Asset Management serves a diverse client base including individual investors, retirement plans, corporations, and registered advisers. The firm offers discretionary investment management, financial planning, and a variety of portfolio strategies, combining internal portfolio construction with third-party manager relationships tailored to client objectives and risk tolerance.
Marian W
CFP®, Series 63
Tarrytown, NY
Belpointe Asset Management LLC
Marian White is a CFP®-designated financial advisor with 34 years of industry experience, currently with Belpointe Asset Management LLC since 2017. Prior to joining Belpointe, she worked at Lexco Wealth Management, Inc. and National Planning Corp. Outside of her advisory work, she is involved in community activities as a show producer and on-air personality for LMC Public Access TV and serves as a director of the Larchmont Rotary Club. Belpointe Asset Management serves a diverse client base including individual investors, retirement plans, corporations, and other advisers. The firm offers discretionary investment management and financial planning, utilizing customized portfolios and a range of strategies tailored to client objectives and risk tolerance.
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