BELPOINTE ASSET MANAGEMENT LLC

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UUID9fe712bd-517c-5e97-a6b0-51d1cb03eaad

TypeASSET_MANAGER

Status—

Created2025-10-23 02:23:51

Updated2025-10-23 02:24:35

Available Loaders

SEC Form ADV (XLSX Metrics)

Loads advanced metrics from the monthly IAPD XLSX exports (RAUM breakdown, client mix, service flags) into the adv_metrics table.

Open
SEC Form ADV Part 1 (Bulk)

Loads Form ADV Part 1 bulk data from the local CSV snapshot. Includes headquarters info, aliases, control persons, and evidence links.

Open

Identifiers

Authority	Identifier	Display	As Of	Confidence
adv_crd	143440	143440	—	1.0
sec_file_number	801-69329	801-69329	—	—

Profile

WebsiteHTTP://WWW.BELPOINTE.COM

HQ CityRENO

HQ StateNV

HQ CountryUnited States

AUM (USD)—

AUM As OfNone

ADV Metrics

Assets & Accounts

RAUM (total)6,010,457,854.0
RAUM (discretionary)6,010,457,854.0
Actionable assets3,726,975,923.0
Accounts14,788.0

Institutional Clients

Government AUM0.0
Pension AUM213,453,939.0
Charitable AUM19,488,521.0
HNW AUM1,862,846,299.0

As of 2025-07-17 00:00:00 • Source ia09022025.xlsx

People

Name	Title	Role	Email	Evidence
Ballard, Carla, Marie	SENIOR VICE PRESIDENT OF ACCOUNT SERVICES	OFFICER	—	{"filing_id": "2015632", "owner_id": "8153073", "source": "adv_part1", "table": "Schedule_A_B"}
BELPOINTE FINANCIAL HOLDINGS, LLC	MEMBER	OFFICER	—	{"filing_id": "2015632", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
CARPINELLA, ELIZABETH, MORROW	SENIOR VP OF FINANCE	OFFICER	—	{"filing_id": "2015632", "owner_id": "7401595", "source": "adv_part1", "table": "Schedule_A_B"}
LACOFF, BRANDON, ERIC	MEMBER	OFFICER	—	{"filing_id": "2015632", "owner_id": "2504628", "source": "adv_part1", "table": "Schedule_A_B"}
LACOFF, MARTIN, SHEPARD	TRUSTEE	OFFICER	—	{"filing_id": "2015632", "owner_id": "300246", "source": "adv_part1", "table": "Schedule_A_B"}
SKIDMORE, GREGORY, HASBROUCK	MEMBER	OFFICER	—	{"filing_id": "2015632", "owner_id": "4709360", "source": "adv_part1", "table": "Schedule_A_B"}
STIRTON, SHANE, ROY	PRESIDENT & CHIEF OPERATING OFFICER	OFFICER	—	{"filing_id": "2015632", "owner_id": "7329636", "source": "adv_part1", "table": "Schedule_A_B"}
VINCETTI, BELENA, GAY	CHIEF COMPLIANCE OFFICER	OFFICER	—	{"filing_id": "2015632", "owner_id": "5207515", "source": "adv_part1", "table": "Schedule_A_B"}
BELPOINTE WEALTH HOLDINGS, LLC	OWNER	EMPLOYEE	—	{"filing_id": "2015632", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
F FOCAL II, FLP	OWNER	EMPLOYEE	—	{"filing_id": "2015632", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
LACOFF FAMILY TRUST	OWNER	EMPLOYEE	—	{"filing_id": "2015632", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
LACOFF, BROOKS, ETHAN	BENEFICIARY	EMPLOYEE	—	{"filing_id": "2015632", "owner_id": "6848763", "source": "adv_part1", "table": "Schedule_A_B"}
LACOFF, SKYLAR, ANN	BENEFICIARY	EMPLOYEE	—	{"filing_id": "2015632", "owner_id": "6848765", "source": "adv_part1", "table": "Schedule_A_B"}
LACOFF, ZACHARY, DAVID	BENEFICIARY	EMPLOYEE	—	{"filing_id": "2015632", "owner_id": "6848764", "source": "adv_part1", "table": "Schedule_A_B"}

Outbound Affiliations

Relation	Organization	Last Updated	Evidence
No outbound affiliations.

Inbound Affiliations

Relation	Organization	Last Updated	Evidence
No inbound affiliations.

Evidence

adv_part1

data/raw/sec_adv/raw_adv/ADV_Filing_Data_20250901_20250930/IA_ADV_Base_A_20250901_20250930.csv 2025-10-23 02:24:35 • csv
```
{
  "date_submitted": "09/11/2025 04:41:52 PM",
  "filing_id": "2015632",
  "reg_type": "IA"
}
```