Bel Air Investment Advisors is an investment advisor in Los Angeles with $8.05 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
954664620
SEC advisor number
801-55068
FINRA CRD number
104580
AUM ?
$8.05 bn
(as of 31 Mar 21)
Accounts
1,360
(as of 31 Mar 21)
Employees
44
(18 investment advisory or research)
Address
Bel Air Investment Advisors
1999 AVENUE OF THE STARS
SUITE 2800
LOS ANGELES
CA 90067
1999 AVENUE OF THE STARS
SUITE 2800
LOS ANGELES
CA 90067
Office hours
Monday - Friday, 6:00 A.M. - 5:00 P.M.
Phone
310-229-1529
Brochures
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Morgan, Todd, Michael | Chairman | 12/1997 | < 5% |
Halladay, Reed, Elmo | Managing Director/chief Compliance Officer | 12/1997 | < 5% |
Sadkin, David | President | 08/2017 | < 5% |
Dana, Deborah, Lynn | Chief Operating Officer | 09/2020 | < 5% |
Hightower Holding, LLC | Holding Company | 03/2021 | > 75% |
THL HT SPV, LP | Partner | 11/2020 | 25-50% |
THL HT Parallel SPV, LP | Partner | 11/2020 | 25-50% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
16 Aug 21
13F-HR
Quarterly holdings report by institutional manager
17 May 21
13F-NT
Notice of holdings reported by another manager
8 Feb 21
13F-NT
Notice of holdings reported by another manager
9 Nov 20
13F-NT
Notice of holdings reported by another manager
10 Aug 20
13F-NT
Notice of holdings reported by another manager
8 May 20
13F-NT
Notice of holdings reported by another manager
11 Feb 20
13F-NT
Notice of holdings reported by another manager
14 Nov 19
13F-NT
Notice of holdings reported by another manager
12 Aug 19
13F-NT
Notice of holdings reported by another manager
10 May 19