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BELLEAIR ASSET MANAGEMENT, LLC

SEC Form ADV profile.

Total regulatory AUM
$234,283,723
Discretionary
$224,621,553
Non-discretionary
$9,662,170

Firm details

CRD number
290882
SEC file number
801-112148
Main office
BELLEAIR BLUFFS, FL, United States
Employees
4
SEC status
Approved
Fee structure
Percentage of AUM Fixed fees

As of November 2026.