Belstar Management Company, LLC (New York)
Belstar Management Company, LLC is a large advisory firm based in New York. It manages $92.99 million of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdictions of Delaware and New York.
Belstar Management Company provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
Belstar Management Company: assets under management
The assets under management (AUM) of Belstar Management Company, LLC is $92.99 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 72% since the beginning of its operation, and $92.99 million of the total AUM is attributable to clients outside of the United States.
Fees & Commissions
The advisory firm has several streams of revenue. Clients pay Belstar Management Company, LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
What kind of clients Belstar Management Company serves?
The only and largest group of clients of Belstar Management Company is pooled investment vehicles with 3 clients and $92.99 million of assets under management. Among the 3 most similar advisory firms, Belstar Management Company has the highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $92.99 million for 3 clients. 100% of the firm’s clients are foreign persons or businesses.
Belstar Management Company also advises several private funds. Namely, three private equity funds. The minimum investment commitment required of non-related persons ranges from $1,000,000 to $5,000,000.
Careers at Belstar Management Company, LLC
The company employs 2 people that are either part- or full-time employees. 50 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Direct owners and executive officers
Indirect Owners
The SEC currently registers 4 indirect owners.Based in New York
The principal office where Belstar Management Company, LLC performs its advisory services is located at 1500 Broadway, New York, NY 10036, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 212-245-2800 or by fax 212-202-3830. The normal business hours are 8:30am-5:00pm on Monday - Friday. You can find more information about the New York firm at belstargroup.com.
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