Belmont Capital Group Business

Belmont Capital Group is a US-based investment advisory firm specializing in option-enhanced portfolio management and hedging solutions for wealth advisory firms and institutional clients. Belmont Capital Group focuses on providing strategic investment advice and solutions tailored to the needs of its clients. The firm is headquartered in Los Angeles, US. On July 16, 2025, Gateway Investment Advisers acquired Belmont Capital Group Business, enhancing Gateway's capability to deliver customized hedging and option strategies.

The company was founded by individual entrepreneurs, although specific details about their prior ventures are not publicly available. The firm has engaged in one deal to date. Belmont Capital Group offers specialized investment advisory services that include option-enhanced portfolio management and hedging solutions designed for wealth advisory firms and institutional clients. Its primary products are systematically managed indexes such as the Belmont U.

S. Equity Put Write Index and the Belmont U. S. Equity Enhanced Tail Risk Index, which help investors optimize their risk-return profiles during market volatility.

Additionally, the firm provides customized strategies for concentrated equity holders, including dynamic call and collar programs, catering to high-net-worth families, institutional investors, and financial advisory firms across the United States. Belmont Capital Group generates revenue through its advisory services, primarily structured around performance-based fees and management fees linked to its investment products. Transactions are typically conducted on a B2B basis, partnering with wealth advisory firms and institutions. Fees are often tied to the performance of managed accounts or specific products, including those under the Theta Overlay Program and other custom solutions, ensuring that clients receive personalized risk management strategies while Belmont earns remuneration based on the effectiveness of its services.

As part of its future growth strategy, Belmont Capital Group plans to leverage its recent acquisition by Gateway Investment Advisers to enhance its product offerings, specifically in tailored hedging and options strategies. The acquisition, finalized on July 16, 2025, will bolster the company's ability to innovate in the investment advisory space. Belmont also aims to expand its market reach into new geographic regions, focusing on increasing its presence in additional US markets. Funding from the acquisition will be utilized to support these initiatives as Belmont seeks to develop and launch new products that address evolving client needs.