BELLEAIR ASSET MANAGEMENT, LLC
CRD #290882 SEC #801-112148 BELLEAIR BLUFFS, FL 727-586-3541
SEC Registered
Total AUM
$205.4M
Discretionary
$186.3M
Employees
3
Clients
0
Accounts
346
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $205.4M | $186.3M | $19M | 3 | 13 |
| Mar 2024 | $215.9M | $165M | $50.9M | 3 | 0 |
| Mar 2023 | $212.5M | $159.6M | $52.9M | 3 | 0 |
| Mar 2022 | $232.3M | $174.7M | $57.6M | 3 | 0 |
| Mar 2022 | $232.3M | $174.7M | $57.6M | 3 | 0 |
| Mar 2021 | $178.9M | $121.9M | $57M | 3 | 0 |
| Jun 2020 | $141.9M | $85.9M | $56M | 3 | 0 |
| Mar 2020 | $141.9M | $85.9M | $56M | 3 | 0 |
| Mar 2019 | $119.4M | $69.8M | $49.6M | 3 | 0 |
| Mar 2018 | $112.4M | $65.5M | $47M | 3 | 0 |
| Jan 2018 | $0 | $0 | $0 | 3 | 0 |
| Nov 2017 | $0 | $0 | $0 | 3 | 0 |
DateMar 2025
Total AUM$205.4M
Discretionary$186.3M
Non-Disc.$19M
Employees3
Clients13
DateMar 2024
Total AUM$215.9M
Discretionary$165M
Non-Disc.$50.9M
Employees3
Clients0
DateMar 2023
Total AUM$212.5M
Discretionary$159.6M
Non-Disc.$52.9M
Employees3
Clients0
DateMar 2022
Total AUM$232.3M
Discretionary$174.7M
Non-Disc.$57.6M
Employees3
Clients0
DateMar 2022
Total AUM$232.3M
Discretionary$174.7M
Non-Disc.$57.6M
Employees3
Clients0
DateMar 2021
Total AUM$178.9M
Discretionary$121.9M
Non-Disc.$57M
Employees3
Clients0
DateJun 2020
Total AUM$141.9M
Discretionary$85.9M
Non-Disc.$56M
Employees3
Clients0
DateMar 2020
Total AUM$141.9M
Discretionary$85.9M
Non-Disc.$56M
Employees3
Clients0
DateMar 2019
Total AUM$119.4M
Discretionary$69.8M
Non-Disc.$49.6M
Employees3
Clients0
DateMar 2018
Total AUM$112.4M
Discretionary$65.5M
Non-Disc.$47M
Employees3
Clients0
DateJan 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateNov 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0