Belpointe Asset Management
Overview
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.
Investment Focus
- Interest in diverse asset classes and investment stages
- Alignment with firm's investment philosophy and values
- Commitment to long-term investment horizon
Portfolio Companies
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Unlock full contacts →Frequently asked questions about Belpointe Asset Management
What sectors does Belpointe Asset Management invest in?
Belpointe Asset Management invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Real Estate, and is based in Reno, United States. Belpointe Asset Management is listed as a private investment firm in the ConnectSafely investor database.
What stage does Belpointe Asset Management invest at?
Belpointe Asset Management backs companies at Seed, Early Stage, Series A, Series B, Growth and Late Stage, writing cheques of 1M - 50M.
Which regions does Belpointe Asset Management invest in?
Belpointe Asset Management invests across United States, United Kingdom, Canada, Germany, Hong Kong and Japan.
Who are the partners at Belpointe Asset Management?
Team members listed for Belpointe Asset Management include Edward Robertson (Co-Founder) and Scott K. Mullen (Founder).
What companies has Belpointe Asset Management invested in?
Belpointe Asset Management's portfolio includes Apple, Microsoft, Amazon, Facebook, Johnson & Johnson, ExxonMobil, Procter & Gamble and Visa.
How do I contact Belpointe Asset Management?
Belpointe Asset Management's contact details — including phone and LinkedIn — are listed in the ConnectSafely investor database, along with its website and the LinkedIn profiles of its partners.
Last updated · Source: ConnectSafely investor database
