Mandate & appetite
- Preferred strategies
- Opportunistic, Value Add
- Target geographies
- Global
- Typical ticket
- $5m–$25m
- AUM
- 5B+
- Real-asset allocation
- —
- Appetite
- —
Investor profile
Bel Air Investment Advisors is a Los Angeles, CA-based multi-family office. Established in 1997, the firm invests and manages the wealth of a select group of high-net-worth individuals and families. Bel Air Advisors provides investment information exclusively to high net worth individuals, families and foundations with over $20M in investable assets. Operates as an independent and transparent wealth manager providing bespoke financial solutions. The firm sold a majority interest to State Street in 2001, then re-purchased State Street equity in 2006 and continued as an independent firm. Dedicated exclusively to managing assets for wealthy individuals, families and foundations.
Unlock mandates & allocation signals
See Bel Air Investment Advisors's active mandates and live allocation signals — plus named decision-makers, unlimited AI capital-matching and CSV export.
- Active mandates (strategy, asset class, geography, ticket, target IRR)
- Live allocation signals with sources
- Named CIOs & IC members + email & LinkedIn
From $599/mo · 20% off annual
Similar investors
Comparable allocators
Other
Bel Air Investment Advisors
—
Acacia Wealth Advisors is a Beverly Hills-based private investment consulting and financial planning firm serving entrepreneurs, business owners, and families. Operating in wealth management and financial services, it focuses on tailored consulting rather than direct real estate investment.
Other
Belair Property Group
West Palm Beach, United States
Belair Property Group is a real estate investment firm based in West Palm Beach, focusing on acquiring and actively managing real estate properties with a commitment to socially responsible investing. They invest on behalf of family offices and high-net-worth individuals.
Family Office
Private Beverly Hills
Beverly Hills, United States
Private Beverly Hills is an investment advisory firm based in Beverly Hills, California, established in 2022, focusing on wealth management and financial planning services for high-net-worth individuals and families. The firm specializes in strategies for asset protection, retirement planning, and legacy building, partnering with multi-generational families to secure and enhance their wealth.
Family Office
Boston Family Advisors, LLC
United States, United States
Boston Family Advisors, founded in 2018 and based in Boston, Massachusetts, is a family office providing wealth management, financial advisory, and investment services to families, individuals, and professionals in real estate, venture capital, and private equity sectors across the U.S.
Family Office
Belvoir Capital AG
—
Belvoir Capital AG, founded in 2004 and headquartered in Zurich, Switzerland, is a FINMA-regulated multi-family office specializing in tailored wealth management. The firm invests across liquid securities, direct investments in SMEs, real estate via value-add club deals, and venture capital, combining traditional and innovative strategies for holistic asset structuring.
Family Office · $282m AUM
Beatrice Advisors
New York, North America
Beatrice Advisors is a New York-based multi-family office and registered investment advisor. Established in 2022, the firm was founded by philanthropist Christina Lewis to deliver institutional grade wealth management to a diverse and next generation client base that has historically been under-advised by traditional private banks. Woman- and minority-owned, the firm was built on the operating and investment management expertise of its senior team.