BELLATORE FINANCIAL, INC.
CRD #143543 SEC #801-68251 THE WOODLANDS, TX 832-585-0110
SEC Registered Private Funds
Total AUM
$565.5M
Discretionary
$20M
Employees
4
Clients
--
Accounts
1,739
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $565.5M | $20M | $545.5M | 4 | 0 |
| Sep 2025 | $565.5M | $20M | $545.5M | 4 | 0 |
| Mar 2025 | $565.5M | $20M | $545.5M | 4 | 0 |
| Jul 2024 | $513.3M | $17M | $496.3M | 4 | 0 |
| Mar 2024 | $513.3M | $17M | $496.3M | 4 | 0 |
| Mar 2023 | $496.3M | $15.1M | $481.2M | 4 | 0 |
| Jul 2022 | $646.6M | $27.3M | $619.3M | 4 | 0 |
| Jun 2022 | $646.6M | $27.3M | $619.3M | 4 | 0 |
| Jun 2022 | $646.6M | $27.3M | $619.3M | 4 | 0 |
| Mar 2022 | $646.6M | $27.3M | $619.3M | 4 | 0 |
| Mar 2021 | $562.4M | $28.2M | $534.1M | 4 | 0 |
| Feb 2021 | $515.3M | $38.5M | $476.8M | 4 | 0 |
| Oct 2020 | $515.3M | $38.5M | $476.8M | 4 | 0 |
| Sep 2020 | $515.3M | $38.5M | $476.8M | 4 | 0 |
| Jun 2020 | $515.3M | $38.5M | $476.8M | 4 | 0 |
| Mar 2020 | $515.3M | $38.5M | $476.8M | 4 | 0 |
| Jun 2019 | $462.4M | $51.6M | $410.7M | 4 | 0 |
| Jun 2019 | $462.4M | $51.6M | $410.7M | 4 | 0 |
| Mar 2019 | $462.4M | $51.6M | $410.7M | 3 | 0 |
| Jan 2019 | $416.6M | $89.1M | $327.6M | 4 | 0 |
| Jul 2018 | $416.6M | $89.1M | $327.6M | 4 | 0 |
| Jun 2018 | $416.6M | $89.1M | $327.6M | 4 | 0 |
| Mar 2018 | $416.6M | $89.1M | $327.6M | 4 | 0 |
| Mar 2017 | $317.3M | $78.9M | $238.5M | 4 | 600 |
| Aug 2016 | $319.4M | $89.7M | $229.7M | 5 | 800 |
| Mar 2016 | $319.4M | $89.7M | $229.7M | 5 | 800 |
| Dec 2015 | $470.6M | $104M | $366.6M | 8 | 1,000 |
| Mar 2015 | $470.6M | $104M | $366.6M | 8 | 1,000 |
| Mar 2014 | $514.4M | $141M | $373.3M | 7 | 1,200 |
| Nov 2013 | $466.3M | $153.5M | $312.8M | 8 | 1,300 |
| Mar 2013 | $466.3M | $153.5M | $312.8M | 8 | 1,300 |
| Mar 2013 | $436.5M | $179.7M | $256.8M | 8 | 1,300 |
| Nov 2012 | $436.5M | $179.7M | $256.8M | 8 | 1,300 |
| Mar 2012 | $436.5M | $179.7M | $256.8M | 11 | 1,300 |
| Dec 2011 | $500.7M | $223.6M | $277.1M | 11 | 2,500 |
| Aug 2011 | $500.7M | $223.6M | $277.1M | -- | -- |
| Mar 2011 | $500.7M | $223.6M | $277.1M | -- | -- |
| Jan 2011 | $541.7M | $229.3M | $312.4M | -- | -- |
| Dec 2010 | $541.7M | $229.3M | $312.4M | -- | -- |
| Mar 2009 | $651.2M | $479.4M | $171.8M | -- | -- |
| Mar 2008 | $14M | $0 | $14M | 10 | -- |
| Jan 2008 | $0 | $0 | $0 | 10 | -- |
| Aug 2007 | $0 | $0 | $0 | 10 | -- |
| Aug 2007 | $0 | $0 | $0 | 10 | -- |
DateNov 2025
Total AUM$565.5M
Discretionary$20M
Non-Disc.$545.5M
Employees4
Clients0
DateSep 2025
Total AUM$565.5M
Discretionary$20M
Non-Disc.$545.5M
Employees4
Clients0
DateMar 2025
Total AUM$565.5M
Discretionary$20M
Non-Disc.$545.5M
Employees4
Clients0
DateJul 2024
Total AUM$513.3M
Discretionary$17M
Non-Disc.$496.3M
Employees4
Clients0
DateMar 2024
Total AUM$513.3M
Discretionary$17M
Non-Disc.$496.3M
Employees4
Clients0
DateMar 2023
Total AUM$496.3M
Discretionary$15.1M
Non-Disc.$481.2M
Employees4
Clients0
DateJul 2022
Total AUM$646.6M
Discretionary$27.3M
Non-Disc.$619.3M
Employees4
Clients0
DateJun 2022
Total AUM$646.6M
Discretionary$27.3M
Non-Disc.$619.3M
Employees4
Clients0
DateJun 2022
Total AUM$646.6M
Discretionary$27.3M
Non-Disc.$619.3M
Employees4
Clients0
DateMar 2022
Total AUM$646.6M
Discretionary$27.3M
Non-Disc.$619.3M
Employees4
Clients0
DateMar 2021
Total AUM$562.4M
Discretionary$28.2M
Non-Disc.$534.1M
Employees4
Clients0
DateFeb 2021
Total AUM$515.3M
Discretionary$38.5M
Non-Disc.$476.8M
Employees4
Clients0
DateOct 2020
Total AUM$515.3M
Discretionary$38.5M
Non-Disc.$476.8M
Employees4
Clients0
DateSep 2020
Total AUM$515.3M
Discretionary$38.5M
Non-Disc.$476.8M
Employees4
Clients0
DateJun 2020
Total AUM$515.3M
Discretionary$38.5M
Non-Disc.$476.8M
Employees4
Clients0
DateMar 2020
Total AUM$515.3M
Discretionary$38.5M
Non-Disc.$476.8M
Employees4
Clients0
DateJun 2019
Total AUM$462.4M
Discretionary$51.6M
Non-Disc.$410.7M
Employees4
Clients0
DateJun 2019
Total AUM$462.4M
Discretionary$51.6M
Non-Disc.$410.7M
Employees4
Clients0
DateMar 2019
Total AUM$462.4M
Discretionary$51.6M
Non-Disc.$410.7M
Employees3
Clients0
DateJan 2019
Total AUM$416.6M
Discretionary$89.1M
Non-Disc.$327.6M
Employees4
Clients0
DateJul 2018
Total AUM$416.6M
Discretionary$89.1M
Non-Disc.$327.6M
Employees4
Clients0
DateJun 2018
Total AUM$416.6M
Discretionary$89.1M
Non-Disc.$327.6M
Employees4
Clients0
DateMar 2018
Total AUM$416.6M
Discretionary$89.1M
Non-Disc.$327.6M
Employees4
Clients0
DateMar 2017
Total AUM$317.3M
Discretionary$78.9M
Non-Disc.$238.5M
Employees4
Clients600
DateAug 2016
Total AUM$319.4M
Discretionary$89.7M
Non-Disc.$229.7M
Employees5
Clients800
DateMar 2016
Total AUM$319.4M
Discretionary$89.7M
Non-Disc.$229.7M
Employees5
Clients800
DateDec 2015
Total AUM$470.6M
Discretionary$104M
Non-Disc.$366.6M
Employees8
Clients1,000
DateMar 2015
Total AUM$470.6M
Discretionary$104M
Non-Disc.$366.6M
Employees8
Clients1,000
DateMar 2014
Total AUM$514.4M
Discretionary$141M
Non-Disc.$373.3M
Employees7
Clients1,200
DateNov 2013
Total AUM$466.3M
Discretionary$153.5M
Non-Disc.$312.8M
Employees8
Clients1,300
DateMar 2013
Total AUM$466.3M
Discretionary$153.5M
Non-Disc.$312.8M
Employees8
Clients1,300
DateMar 2013
Total AUM$436.5M
Discretionary$179.7M
Non-Disc.$256.8M
Employees8
Clients1,300
DateNov 2012
Total AUM$436.5M
Discretionary$179.7M
Non-Disc.$256.8M
Employees8
Clients1,300
DateMar 2012
Total AUM$436.5M
Discretionary$179.7M
Non-Disc.$256.8M
Employees11
Clients1,300
DateDec 2011
Total AUM$500.7M
Discretionary$223.6M
Non-Disc.$277.1M
Employees11
Clients2,500
DateAug 2011
Total AUM$500.7M
Discretionary$223.6M
Non-Disc.$277.1M
Employees--
Clients--
DateMar 2011
Total AUM$500.7M
Discretionary$223.6M
Non-Disc.$277.1M
Employees--
Clients--
DateJan 2011
Total AUM$541.7M
Discretionary$229.3M
Non-Disc.$312.4M
Employees--
Clients--
DateDec 2010
Total AUM$541.7M
Discretionary$229.3M
Non-Disc.$312.4M
Employees--
Clients--
DateMar 2009
Total AUM$651.2M
Discretionary$479.4M
Non-Disc.$171.8M
Employees--
Clients--
DateMar 2008
Total AUM$14M
Discretionary$0
Non-Disc.$14M
Employees10
Clients--
DateJan 2008
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients--
DateAug 2007
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients--
DateAug 2007
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients--