BELVEDERE ADVISORS LLC
CRD #140719 SEC #801-80965 CHICAGO, IL 312-630-6000
SEC Registered
Total AUM
$125.9M
Discretionary
$125.9M
Employees
28
Clients
--
Accounts
2
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2022 | $125.9M | $125.9M | $0 | 28 | 9 |
| Jun 2022 | $125.9M | $125.9M | $0 | 28 | 9 |
| Mar 2022 | $125.9M | $125.9M | $0 | 28 | 9 |
| Aug 2021 | $110.3M | $110.3M | $0 | 21 | 15 |
| Mar 2021 | $110.3M | $110.3M | $0 | 21 | 15 |
| Oct 2020 | $2.2B | $103M | $2.1B | 10 | 0 |
| Aug 2020 | $2.2B | $103M | $2.1B | 10 | 0 |
| Jun 2020 | $2.2B | $103M | $2.1B | 10 | 0 |
| Mar 2020 | $2.2B | $103M | $2.1B | 10 | 0 |
| Dec 2019 | $1.9B | $130M | $1.8B | 8 | 48 |
| Oct 2019 | $1.9B | $130M | $1.8B | 8 | 48 |
| Jun 2019 | $1.9B | $130M | $1.8B | 8 | 48 |
| Jun 2019 | $1.9B | $130M | $1.8B | 8 | 48 |
| Mar 2019 | $1.9B | $130M | $1.8B | 8 | 48 |
| Mar 2019 | $1.9B | $130M | $1.8B | 8 | 48 |
| Jun 2018 | $1.5B | $130M | $1.4B | 8 | 48 |
| Apr 2018 | $1.2B | $135M | $1.1B | 8 | 44 |
| Feb 2018 | $1.2B | $135M | $1.1B | 8 | 44 |
| Jan 2018 | $1.2B | $135M | $1.1B | 8 | 44 |
| Jan 2018 | $960M | $135M | $825M | 8 | 44 |
| Aug 2017 | $480M | $478M | $2M | 7 | 26 |
| Mar 2017 | $120M | $118M | $2M | 5 | 2,000 |
| Oct 2016 | $110M | $110M | $0 | 5 | 2,500 |
| Oct 2016 | $110M | $110M | $0 | 5 | 2,500 |
| Oct 2016 | $110M | $110M | $0 | 5 | 2,500 |
| Jun 2016 | $105M | $105M | $0 | 5 | 2,500 |
| Jun 2016 | $105M | $105M | $0 | 5 | 2,500 |
| Feb 2016 | $105M | $105M | $0 | 4 | 2,500 |
| Mar 2015 | $101M | $96M | $5M | 4 | 1,600 |
| Feb 2015 | $100M | $96M | $4M | 4 | 1,600 |
| Feb 2015 | $100M | $96M | $4M | 4 | 1,600 |
| Feb 2015 | $100M | $96M | $4M | 4 | 1,600 |
DateDec 2022
Total AUM$125.9M
Discretionary$125.9M
Non-Disc.$0
Employees28
Clients9
DateJun 2022
Total AUM$125.9M
Discretionary$125.9M
Non-Disc.$0
Employees28
Clients9
DateMar 2022
Total AUM$125.9M
Discretionary$125.9M
Non-Disc.$0
Employees28
Clients9
DateAug 2021
Total AUM$110.3M
Discretionary$110.3M
Non-Disc.$0
Employees21
Clients15
DateMar 2021
Total AUM$110.3M
Discretionary$110.3M
Non-Disc.$0
Employees21
Clients15
DateOct 2020
Total AUM$2.2B
Discretionary$103M
Non-Disc.$2.1B
Employees10
Clients0
DateAug 2020
Total AUM$2.2B
Discretionary$103M
Non-Disc.$2.1B
Employees10
Clients0
DateJun 2020
Total AUM$2.2B
Discretionary$103M
Non-Disc.$2.1B
Employees10
Clients0
DateMar 2020
Total AUM$2.2B
Discretionary$103M
Non-Disc.$2.1B
Employees10
Clients0
DateDec 2019
Total AUM$1.9B
Discretionary$130M
Non-Disc.$1.8B
Employees8
Clients48
DateOct 2019
Total AUM$1.9B
Discretionary$130M
Non-Disc.$1.8B
Employees8
Clients48
DateJun 2019
Total AUM$1.9B
Discretionary$130M
Non-Disc.$1.8B
Employees8
Clients48
DateJun 2019
Total AUM$1.9B
Discretionary$130M
Non-Disc.$1.8B
Employees8
Clients48
DateMar 2019
Total AUM$1.9B
Discretionary$130M
Non-Disc.$1.8B
Employees8
Clients48
DateMar 2019
Total AUM$1.9B
Discretionary$130M
Non-Disc.$1.8B
Employees8
Clients48
DateJun 2018
Total AUM$1.5B
Discretionary$130M
Non-Disc.$1.4B
Employees8
Clients48
DateApr 2018
Total AUM$1.2B
Discretionary$135M
Non-Disc.$1.1B
Employees8
Clients44
DateFeb 2018
Total AUM$1.2B
Discretionary$135M
Non-Disc.$1.1B
Employees8
Clients44
DateJan 2018
Total AUM$1.2B
Discretionary$135M
Non-Disc.$1.1B
Employees8
Clients44
DateJan 2018
Total AUM$960M
Discretionary$135M
Non-Disc.$825M
Employees8
Clients44
DateAug 2017
Total AUM$480M
Discretionary$478M
Non-Disc.$2M
Employees7
Clients26
DateMar 2017
Total AUM$120M
Discretionary$118M
Non-Disc.$2M
Employees5
Clients2,000
DateOct 2016
Total AUM$110M
Discretionary$110M
Non-Disc.$0
Employees5
Clients2,500
DateOct 2016
Total AUM$110M
Discretionary$110M
Non-Disc.$0
Employees5
Clients2,500
DateOct 2016
Total AUM$110M
Discretionary$110M
Non-Disc.$0
Employees5
Clients2,500
DateJun 2016
Total AUM$105M
Discretionary$105M
Non-Disc.$0
Employees5
Clients2,500
DateJun 2016
Total AUM$105M
Discretionary$105M
Non-Disc.$0
Employees5
Clients2,500
DateFeb 2016
Total AUM$105M
Discretionary$105M
Non-Disc.$0
Employees4
Clients2,500
DateMar 2015
Total AUM$101M
Discretionary$96M
Non-Disc.$5M
Employees4
Clients1,600
DateFeb 2015
Total AUM$100M
Discretionary$96M
Non-Disc.$4M
Employees4
Clients1,600
DateFeb 2015
Total AUM$100M
Discretionary$96M
Non-Disc.$4M
Employees4
Clients1,600
DateFeb 2015
Total AUM$100M
Discretionary$96M
Non-Disc.$4M
Employees4
Clients1,600