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Belpointe Asset Management

Nevada Founded 2007 Website LinkedIn
Cheque Size$1M to $50M
Stages10
Industries15
Markets20
Stated Portfolio20
Operating Since2007 (19y)

About Belpointe Asset Management

Belpointe Asset Management is a private investment firm specializing in diverse asset classes and investment stages. The firm focuses on real estate, private equity, hedge funds, venture capital, commodities, crypto, fixed income, infrastructure, ESG and impact investing, and collectibles & art. It invests across various stages, including seed, early stage, series A, series B, growth, late stage, pre-IPO, buyout, turnaround, and distressed investments. The firm's geographical focus spans multiple countries, including the United States, Canada, United Kingdom, Germany, France, Australia, Japan, China, India, Brazil, Mexico, South Korea, South Africa, Russia, Saudi Arabia, United Arab Emirates, Singapore, Hong Kong, Switzerland, and the Netherlands. Belpointe Asset Management has a diverse portfolio across multiple industries, such as technology, healthcare, real estate, financial services, consumer goods, energy, telecommunications, media, transportation, utilities, materials, consumer services, retail, automotive, and aerospace & defense. The firm typically invests between $1 million and $50 million in each opportunity. Belpointe Asset Management is headquartered in Reno, Nevada, and operates offices in various locations, including Greenwich, Connecticut. The firm's leadership team includes CEO Gregory Skidmore, President Shane Stirton, Chief Compliance Officer Belena Vincetti, Chief Technology Officer Edward Robertson, and Chief Strategist David Nelson. The firm has been recognized as one of America's Top RIA Firms in 2024 by Forbes and USA Today, highlighting its commitment to client service and best practices in the financial advisory industry. Belpointe Asset Management offers a range of services, including investment management, wealth planning, tax planning, estate preservation, and more, catering to both individuals and institutions. The firm's approach combines personalized service with extensive investment and wealth planning capabilities, aiming to help clients build a robust financial foundation through a blend of data analysis, technology, experience, and creativity. Belpointe Asset Management's philosophy centers on cultivating a community that values the art of financial management, fostering collaboration among advisors to deliver services with care, purpose, and distinctiveness. The firm envisions bringing back the essence of craft to an otherwise commoditized industry, emphasizing shared values as the cornerstone for informed decisions and a more fulfilling financial journey. The firm's leadership team brings a wealth of experience from various sectors, including finance, technology, compliance, and operations, contributing to its comprehensive approach to investment management and financial planning. Belpointe Asset Management's diverse portfolio and strategic approach reflect its commitment to delivering innovative and effective investment solutions to its clients.

Geographical Focus

African markets1

Other stated markets19

United StatesUnited KingdomCanadaGermanyHong KongJapanAustraliaSingaporeChinaIndiaBrazilFranceUnited Arab EmiratesSwitzerlandMexicoSouth KoreaSaudi ArabiaNetherlandsRussia

Requirements

Interest in diverse asset classes and investment stages, Alignment with firm's investment philosophy and values, Commitment to long-term investment horizon

Stated Portfolio20

Apple
Microsoft CorporationInvestor profile
Amazon
Facebook
Johnson & Johnson
ExxonMobil
Procter & Gamble
Visa
Google
Tencent Holdings LimitedInvestor profile
Samsung
Alibaba
Tesla
Berkshire Hathaway
Walmart
Coca-Cola
Intel
PepsiCo
McDonald's
Nike

As reported by the investor. 2 of 20 names match a profile on this platform and links through. The rest are printed as stated.

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Profile

TypePrivate Investment Firm
CityNevada
Founded2007
Minimum Cheque$1M
Maximum Cheque$50M