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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Florida
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 19, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| CLARK, JAMES, MILTON | I | MEMBER / CHIEF COMPLIANCE OFFICER | E | Control |
| CLARK, JAMES, MILTON | I | MEMBER / CHIEF COMPLIANCE OFFICER | E | Control |
| CLARK, JAMES, MILTON | I | MEMBER / CHIEF COMPLIANCE OFFICER | E | Control |
| CLARK, JAMES, MILTON | I | MEMBER / CHIEF COMPLIANCE OFFICER | E | Control |
| CLARK, JAMES, MILTON | I | MEMBER / CHIEF COMPLIANCE OFFICER | E | Control |
| CLARK, JAMES, MILTON | I | MEMBER / CHIEF COMPLIANCE OFFICER | E | Control |
| CLARK, JAMES, MILTON | I | MEMBER / CHIEF COMPLIANCE OFFICER | E | Control |
| CLARK, JAMES, MILTON | I | MEMBER / CHIEF COMPLIANCE OFFICER | E | Control |
| CLARK, JAMES, MILTON | I | MEMBER / CHIEF COMPLIANCE OFFICER | E | Control |
| CLARK, JAMES, MILTON | I | MEMBER / CHIEF COMPLIANCE OFFICER | E | Control |
| CLARK, JAMES, MILTON | I | MEMBER / CHIEF COMPLIANCE OFFICER | E | Control |
| CLARK, JAMES, MILTON | I | MEMBER / CHIEF COMPLIANCE OFFICER | E | Control |
| CLARK, TINA, E | I | VICE PRESIDENT OPERATIONS | C | Control |
| CLARK, TINA, E | I | VICE PRESIDENT OPERATIONS | C | Control |
| CLARK, TINA, E | I | VICE PRESIDENT OPERATIONS | C | Control |
| CLARK, TINA, E | I | VICE PRESIDENT OPERATIONS | C | Control |
| CLARK, TINA, E | I | VICE PRESIDENT OPERATIONS | C | Control |
| CLARK, TINA, E | I | VICE PRESIDENT OPERATIONS | C | Control |
| CLARK, TINA, E | I | VICE PRESIDENT OPERATIONS | C | Control |
| CLARK, TINA, E | I | VICE PRESIDENT OPERATIONS | C | Control |
| CLARK, TINA, E | I | VICE PRESIDENT OPERATIONS | C | Control |
| CLARK, TINA, E | I | VICE PRESIDENT OPERATIONS | C | Control |
| CLARK, TINA, E | I | VICE PRESIDENT OPERATIONS | C | Control |
| CLARK, TINA, E | I | VICE PRESIDENT OPERATIONS | C | Control |
Registrations
Federal
IA
Mar 19, 2025 REGISTERED
Notice Filings (2)
FL TX
Address
259 INDIAN ROCKS ROAD NORTHBELLEAIR BLUFFS, FL 33770
United States
Phone: 727-586-3541