BEL AIR INVESTMENT ADVISORS LLC
Legal name: BEL AIR INVESTMENT ADVISORS LLC
CRD #104580 SEC #801-55068 LOS ANGELES, CA 310-229-1500
SEC Registered
Total AUM
$8.1B
Discretionary
$8B
Employees
44
Clients
0
Accounts
1,360
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2021 | $8.1B | $8B | $10.3M | 44 | 5 |
| Oct 2020 | $9.1B | $9.1B | $16.1M | 55 | 5 |
| Sep 2020 | $9.1B | $9.1B | $16.1M | 55 | 5 |
| Jul 2020 | $9.1B | $9.1B | $16.1M | 55 | 5 |
| Jun 2020 | $9.1B | $9.1B | $16.1M | 55 | 5 |
| Jun 2020 | $9.1B | $9.1B | $16.1M | 55 | 5 |
| Mar 2020 | $9.1B | $9.1B | $16.1M | 55 | 5 |
| Mar 2019 | $7.9B | $7.9B | $10.7M | 53 | 5 |
| Mar 2018 | $7.5B | $7.5B | $2.9M | 55 | 5 |
| Aug 2017 | $6.6B | $6.6B | $937.6K | 54 | 400 |
| Mar 2017 | $6.6B | $6.6B | $937.6K | 54 | 400 |
| Jun 2016 | $6.7B | $6.7B | $59.1M | 57 | 500 |
| Mar 2016 | $6.7B | $6.7B | $0 | 57 | 500 |
| Jan 2016 | $6.5B | $6.5B | $0 | 49 | 500 |
| Nov 2015 | $6.5B | $6.5B | $0 | 49 | 500 |
| May 2015 | $6.5B | $6.5B | $0 | 49 | 500 |
| Mar 2015 | $6.5B | $6.5B | $0 | 49 | 500 |
| Jan 2015 | $5.6B | $5.6B | $0 | 48 | 500 |
| Mar 2014 | $5.6B | $5.6B | $0 | 48 | 500 |
| Jan 2014 | $5.5B | $5.5B | $0 | 48 | 500 |
| Nov 2013 | $5.5B | $5.5B | $0 | 48 | 500 |
| Mar 2013 | $5.5B | $5.5B | $0 | 48 | 500 |
| Mar 2012 | $5B | $5B | $0 | 11 | 500 |
| May 2011 | $4.9B | $4.9B | $0 | -- | -- |
| Mar 2011 | $4.9B | $4.9B | $0 | -- | -- |
| Mar 2009 | $3.1B | $3.1B | $0 | -- | -- |
| Mar 2008 | $3.7B | $3.7B | $0 | -- | -- |
| Mar 2007 | $3.4B | $3.4B | $0 | -- | -- |
| Mar 2004 | $5B | $3.2B | $1.9B | -- | -- |
| Mar 2002 | $5.3B | $3.6B | $1.7B | -- | -- |
| Sep 2001 | $4.8B | $3B | $1.7B | -- | -- |
DateMar 2021
Total AUM$8.1B
Discretionary$8B
Non-Disc.$10.3M
Employees44
Clients5
DateOct 2020
Total AUM$9.1B
Discretionary$9.1B
Non-Disc.$16.1M
Employees55
Clients5
DateSep 2020
Total AUM$9.1B
Discretionary$9.1B
Non-Disc.$16.1M
Employees55
Clients5
DateJul 2020
Total AUM$9.1B
Discretionary$9.1B
Non-Disc.$16.1M
Employees55
Clients5
DateJun 2020
Total AUM$9.1B
Discretionary$9.1B
Non-Disc.$16.1M
Employees55
Clients5
DateJun 2020
Total AUM$9.1B
Discretionary$9.1B
Non-Disc.$16.1M
Employees55
Clients5
DateMar 2020
Total AUM$9.1B
Discretionary$9.1B
Non-Disc.$16.1M
Employees55
Clients5
DateMar 2019
Total AUM$7.9B
Discretionary$7.9B
Non-Disc.$10.7M
Employees53
Clients5
DateMar 2018
Total AUM$7.5B
Discretionary$7.5B
Non-Disc.$2.9M
Employees55
Clients5
DateAug 2017
Total AUM$6.6B
Discretionary$6.6B
Non-Disc.$937.6K
Employees54
Clients400
DateMar 2017
Total AUM$6.6B
Discretionary$6.6B
Non-Disc.$937.6K
Employees54
Clients400
DateJun 2016
Total AUM$6.7B
Discretionary$6.7B
Non-Disc.$59.1M
Employees57
Clients500
DateMar 2016
Total AUM$6.7B
Discretionary$6.7B
Non-Disc.$0
Employees57
Clients500
DateJan 2016
Total AUM$6.5B
Discretionary$6.5B
Non-Disc.$0
Employees49
Clients500
DateNov 2015
Total AUM$6.5B
Discretionary$6.5B
Non-Disc.$0
Employees49
Clients500
DateMay 2015
Total AUM$6.5B
Discretionary$6.5B
Non-Disc.$0
Employees49
Clients500
DateMar 2015
Total AUM$6.5B
Discretionary$6.5B
Non-Disc.$0
Employees49
Clients500
DateJan 2015
Total AUM$5.6B
Discretionary$5.6B
Non-Disc.$0
Employees48
Clients500
DateMar 2014
Total AUM$5.6B
Discretionary$5.6B
Non-Disc.$0
Employees48
Clients500
DateJan 2014
Total AUM$5.5B
Discretionary$5.5B
Non-Disc.$0
Employees48
Clients500
DateNov 2013
Total AUM$5.5B
Discretionary$5.5B
Non-Disc.$0
Employees48
Clients500
DateMar 2013
Total AUM$5.5B
Discretionary$5.5B
Non-Disc.$0
Employees48
Clients500
DateMar 2012
Total AUM$5B
Discretionary$5B
Non-Disc.$0
Employees11
Clients500
DateMay 2011
Total AUM$4.9B
Discretionary$4.9B
Non-Disc.$0
Employees--
Clients--
DateMar 2011
Total AUM$4.9B
Discretionary$4.9B
Non-Disc.$0
Employees--
Clients--
DateMar 2009
Total AUM$3.1B
Discretionary$3.1B
Non-Disc.$0
Employees--
Clients--
DateMar 2008
Total AUM$3.7B
Discretionary$3.7B
Non-Disc.$0
Employees--
Clients--
DateMar 2007
Total AUM$3.4B
Discretionary$3.4B
Non-Disc.$0
Employees--
Clients--
DateMar 2004
Total AUM$5B
Discretionary$3.2B
Non-Disc.$1.9B
Employees--
Clients--
DateMar 2002
Total AUM$5.3B
Discretionary$3.6B
Non-Disc.$1.7B
Employees--
Clients--
DateSep 2001
Total AUM$4.8B
Discretionary$3B
Non-Disc.$1.7B
Employees--
Clients--