BELMONT CAPITAL, LLC
Legal name: BELMONT CAPITAL GROUP
CRD #154078 SEC #801-79309 LOS ANGELES, CA 310-203-2670
SEC Registered
Total AUM
$931.4M
Discretionary
$929.8M
Employees
4
Clients
0
Accounts
295
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $931.4M | $929.8M | $1.6M | 4 | 0 |
| Mar 2024 | $589.8M | $588.1M | $1.8M | 4 | 0 |
| Mar 2024 | $589.8M | $588.1M | $1.8M | 4 | 0 |
| Mar 2023 | $478.3M | $476.6M | $1.8M | 4 | 0 |
| Oct 2022 | $556.8M | $555.2M | $1.6M | 4 | 0 |
| Feb 2022 | $556.8M | $555.2M | $1.6M | 4 | 0 |
| Feb 2021 | $661.3M | $659.7M | $1.6M | 4 | 0 |
| Jan 2021 | $661.3M | $659.7M | $1.6M | 4 | 0 |
| May 2020 | $1B | $1B | $1.6M | 4 | 0 |
| Feb 2020 | $1B | $1B | $1.6M | 4 | 0 |
| Dec 2019 | $1.1B | $1.1B | $336.4K | 4 | 0 |
| Mar 2019 | $1.1B | $1.1B | $336.4K | 4 | 0 |
| Aug 2018 | $1B | $1B | $335.8K | 4 | 0 |
| Jun 2018 | $1B | $1B | $335.8K | 4 | 0 |
| Jan 2018 | $1B | $1B | $308.3K | 4 | 0 |
| Sep 2017 | $935.8M | $935.4M | $308.2K | 4 | 300 |
| May 2017 | $886.9M | $886.6M | $308.1K | 4 | 300 |
| Mar 2017 | $826.7M | $826.3M | $325.6K | 3 | 300 |
| Dec 2016 | $736.5M | $736.5M | $0 | 3 | 200 |
| Sep 2016 | $643.3M | $643.3M | $0 | 4 | 200 |
| Jun 2016 | $522.1M | $522.1M | $0 | 3 | 200 |
| Mar 2016 | $438.3M | $438.3M | $0 | 3 | 200 |
| Sep 2015 | $253.5M | $253.3M | $187.5K | 3 | 100 |
| Aug 2015 | $253.5M | $253.3M | $187.5K | 3 | 100 |
| Feb 2015 | $198.9M | $198.4M | $509.6K | 3 | 100 |
| Feb 2015 | $120.6M | $120.6M | $0 | 2 | 26 |
| Aug 2014 | $120.6M | $120.6M | $0 | 2 | 26 |
| Mar 2014 | $120.6M | $120.6M | $0 | 2 | 26 |
| Feb 2014 | $120.6M | $120.6M | $0 | 2 | 26 |
DateMar 2025
Total AUM$931.4M
Discretionary$929.8M
Non-Disc.$1.6M
Employees4
Clients0
DateMar 2024
Total AUM$589.8M
Discretionary$588.1M
Non-Disc.$1.8M
Employees4
Clients0
DateMar 2024
Total AUM$589.8M
Discretionary$588.1M
Non-Disc.$1.8M
Employees4
Clients0
DateMar 2023
Total AUM$478.3M
Discretionary$476.6M
Non-Disc.$1.8M
Employees4
Clients0
DateOct 2022
Total AUM$556.8M
Discretionary$555.2M
Non-Disc.$1.6M
Employees4
Clients0
DateFeb 2022
Total AUM$556.8M
Discretionary$555.2M
Non-Disc.$1.6M
Employees4
Clients0
DateFeb 2021
Total AUM$661.3M
Discretionary$659.7M
Non-Disc.$1.6M
Employees4
Clients0
DateJan 2021
Total AUM$661.3M
Discretionary$659.7M
Non-Disc.$1.6M
Employees4
Clients0
DateMay 2020
Total AUM$1B
Discretionary$1B
Non-Disc.$1.6M
Employees4
Clients0
DateFeb 2020
Total AUM$1B
Discretionary$1B
Non-Disc.$1.6M
Employees4
Clients0
DateDec 2019
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$336.4K
Employees4
Clients0
DateMar 2019
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$336.4K
Employees4
Clients0
DateAug 2018
Total AUM$1B
Discretionary$1B
Non-Disc.$335.8K
Employees4
Clients0
DateJun 2018
Total AUM$1B
Discretionary$1B
Non-Disc.$335.8K
Employees4
Clients0
DateJan 2018
Total AUM$1B
Discretionary$1B
Non-Disc.$308.3K
Employees4
Clients0
DateSep 2017
Total AUM$935.8M
Discretionary$935.4M
Non-Disc.$308.2K
Employees4
Clients300
DateMay 2017
Total AUM$886.9M
Discretionary$886.6M
Non-Disc.$308.1K
Employees4
Clients300
DateMar 2017
Total AUM$826.7M
Discretionary$826.3M
Non-Disc.$325.6K
Employees3
Clients300
DateDec 2016
Total AUM$736.5M
Discretionary$736.5M
Non-Disc.$0
Employees3
Clients200
DateSep 2016
Total AUM$643.3M
Discretionary$643.3M
Non-Disc.$0
Employees4
Clients200
DateJun 2016
Total AUM$522.1M
Discretionary$522.1M
Non-Disc.$0
Employees3
Clients200
DateMar 2016
Total AUM$438.3M
Discretionary$438.3M
Non-Disc.$0
Employees3
Clients200
DateSep 2015
Total AUM$253.5M
Discretionary$253.3M
Non-Disc.$187.5K
Employees3
Clients100
DateAug 2015
Total AUM$253.5M
Discretionary$253.3M
Non-Disc.$187.5K
Employees3
Clients100
DateFeb 2015
Total AUM$198.9M
Discretionary$198.4M
Non-Disc.$509.6K
Employees3
Clients100
DateFeb 2015
Total AUM$120.6M
Discretionary$120.6M
Non-Disc.$0
Employees2
Clients26
DateAug 2014
Total AUM$120.6M
Discretionary$120.6M
Non-Disc.$0
Employees2
Clients26
DateMar 2014
Total AUM$120.6M
Discretionary$120.6M
Non-Disc.$0
Employees2
Clients26
DateFeb 2014
Total AUM$120.6M
Discretionary$120.6M
Non-Disc.$0
Employees2
Clients26